Equity Capital Raising · UAE · GCC · CFA-Led · Principal-Led · Fixed Fee

Fundraising Advisory in
Dubai, UAE & GCC

CFA-Led · Investor Search · Investment Memorandum · Financial Modelling · Series A to Pre-IPO · Fixed Fee

What is fundraising advisory? Fundraising advisory is the professional service of helping a business raise equity capital from investors — covering investment thesis development, preparing institutional-grade materials (IM, pitch deck, financial model), identifying and approaching qualified investors, managing due diligence, negotiating term sheets, and closing the round. In the UAE and GCC, where investor relationships and trust carry disproportionate weight, an experienced fundraising advisor significantly accelerates and de-risks the process.

CFA Charterholder-Led
GCC Family Offices & PE
Institutional-Grade Materials
Series A to Pre-IPO

Raising capital in the UAE requires more than a pitch deck. GCC family offices, regional private equity funds, and institutional investors have high expectations for the quality of materials they receive and the credibility of the team running the process. Corvian Advisory manages equity fundraising mandates end-to-end — from investment thesis development through to signed term sheet and closing — with a CFA Charterholder leading every engagement.

AED 5M+
Minimum Revenue for Full Mandate
15–25
Investors Approached Per Mandate
4–9 Mo
Typical Fundraising Timeline
Big 4
Advisory Training Background
Our Services

What Corvian Advisory Delivers
in a Fundraising Mandate

A full fundraising mandate covers four integrated workstreams. Each can also be delivered as a standalone engagement.

01
Equity Fundraising Advisory

End-to-end capital raising mandate. We manage the entire process from investor identification through to closing — running a structured, competitive process that creates leverage for your business.

  • Investment thesis development and positioning
  • Investor universe mapping and qualification
  • Structured outreach under NDA
  • Investor meetings and Q&A management
  • Term sheet evaluation and negotiation
  • Due diligence management through to close
02
Investment Memorandum & Pitch Deck

The quality of your IM determines the quality of investors you attract. We prepare institutional-grade Investment Memoranda and pitch decks that sophisticated GCC investors expect to receive.

  • Executive summary and investment thesis
  • Market opportunity and competitive positioning
  • Business model and revenue architecture
  • Financial summary and key metrics
  • Management team and governance
  • Use of proceeds and investment structure
03
Fundraising Financial Model

An investor-grade integrated financial model is non-negotiable for Series A and beyond. We build three-statement models with detailed revenue build-up, scenario analysis, and valuation bridge.

  • Integrated P&L, balance sheet and cash flow
  • Bottom-up revenue build by segment/geography
  • Explicit assumption documentation
  • Scenario analysis (base, upside, downside)
  • Valuation bridge and exit assumptions
  • Use of proceeds detail and cash runway
04
Investor Search & Introductions

We identify and approach investors whose mandate, sector focus, cheque size, and geography match your business. GCC family offices, regional PE, and MENA-focused growth investors.

  • GCC family office investor network
  • Regional private equity relationships
  • MENA-focused venture capital
  • Strategic corporate investors
  • Sovereign-linked investors
  • International growth equity funds
05
Startup Valuation for Fundraising

Before raising capital, you need to know what your company is worth — and be able to defend it. We prepare independent startup valuations that anchor your fundraising negotiation.

  • Pre-money valuation for term sheet negotiations
  • Revenue and ARR multiple benchmarking
  • Scorecard and Berkus method (pre-revenue)
  • Comparable transaction analysis (GCC data)
  • Dilution modelling and cap table analysis
  • ESOP pool sizing and impact analysis
06
Fundraising Readiness Review

Not ready to raise yet? A Fundraising Readiness Review identifies the gaps in your business, financials, and materials before you approach investors — so you don't waste the relationship.

  • Financial data room review and clean-up guidance
  • Business model and unit economics assessment
  • Investor narrative and positioning review
  • Key metrics and KPI framework
  • Pre-raise action plan with timeline
  • Valuation range indication
Use Cases

When Does a Business Need
Fundraising Advisory in the UAE?

Fundraising advisory is not just for startups. Any business at an inflection point — needing capital to grow, scale, or diversify — benefits from a structured, professionally run capital raising process.

01

Series A to Growth Equity

You have product-market fit and early revenue. You need to scale. A well-run Series A or growth equity round in the UAE requires institutional-grade materials and a credible process. Informal outreach rarely closes at the right valuation.

02

Family Business Expansion Capital

A GCC family business looking to expand into new geographies or sectors often needs external capital from a strategic partner or PE fund. A fundraising advisor helps structure the transaction, find the right investor, and protect family control preferences.

03

Pre-IPO Fundraising

Preparing for a UAE or Saudi IPO? Pre-IPO fundraising from institutional investors validates the story, establishes a reference price, and builds a credible institutional shareholder base before public listing. Timing and investor quality matter significantly.

04

Strategic Investor Search

Some businesses need a strategic partner — a corporate investor who brings distribution, technology, or market access — not just capital. We identify and approach strategic investors across GCC, MENA, and global sectors.

05

Secondary or Minority Sale

Founders and early shareholders looking to achieve partial liquidity through a secondary transaction need an advisor who can run a structured process — not a one-to-one negotiation that typically results in unfavourable pricing.

06

Debt Fundraising Support

Raising growth debt from UAE banks or regional credit funds? Your financial model, business plan, and lender presentation must be of institutional quality. We prepare the materials and support lender negotiations alongside your relationship banker.

Investment Memorandum

What Makes an Investment Memorandum
GCC-Investor Ready?

An Investment Memorandum (IM) — sometimes called a Confidential Information Memorandum (CIM) or Information Pack — is the primary document you provide to investors after they sign an NDA and express initial interest. It must answer every question a sophisticated investor would ask before proceeding to due diligence.

In the GCC, investor expectations are high. Family offices with experienced investment teams, regional PE funds, and institutional investors have seen thousands of investment opportunities. A thin or poorly constructed IM closes doors before they open. A strong one builds conviction.

Corvian Advisory prepares IMs that meet institutional standards — written to be read by a sophisticated investment committee, not to impress friends and family. Every claim is supported. Every assumption is documented. Every risk is addressed honestly, because sophisticated investors know the risks anyway — concealing them destroys credibility.

"The quality of your IM signals the quality of your business. A disorganized document implies a disorganized business."

Our IMs cover: executive summary, investment thesis, market opportunity and sizing, business model and unit economics, financials (historical and projected), management team and governance, use of proceeds, key risks and mitigants, and transaction structure. Every section is written with investor skepticism in mind.

Corvian IM Structure

What Our Investment Memoranda Include

Executive Summary (1–2 pages, standalone investment case)
Company Overview and Business History
Investment Thesis and Value Creation Plan
Market Opportunity and TAM/SAM/SOM Analysis
Competitive Landscape and Differentiation
Business Model, Revenue Streams, and Unit Economics
Products and Services Detail
Customer Analysis and Key Relationships
3–5 Year Historical Financials (audited)
3–5 Year Financial Projections with Assumptions
Key Metrics and KPI Dashboard
Management Team, Board and Governance
Use of Proceeds by Line Item
Transaction Structure and Investor Rights
Key Risks and Mitigants
Exit Scenarios and Return Analysis
Investor Landscape

Investors We Approach
in the UAE & GCC

Not every investor is right for every business. Before approaching anyone, we map the investor universe against your sector, stage, cheque size, and strategic value — and prioritise the highest-fit targets.

Category 01
GCC Family Offices

The largest and most active investor class in the UAE and GCC. Family office direct investment mandates range from USD 1M to USD 50M+. Decision-making is relationship-driven and relationship-first — credibility and trust matter as much as the business case.

Typical cheque: USD 2M – USD 20M
Stage: Growth, pre-IPO, secondary
Sectors: Diversified, with preferences
Decision timeline: 2–6 months
Category 02
Regional Private Equity

GCC-focused PE funds with USD 100M–USD 2B+ in AUM. Most focus on companies with at least AED 20–50M in revenue and strong EBITDA. Process-driven, rigorous diligence, strong governance requirements. Ideal for businesses targeting PE-backed growth and eventual exit.

Typical cheque: USD 5M – USD 50M
Stage: Growth, buyout, minority
Revenue minimum: AED 20M+
Decision timeline: 3–9 months
Category 03
MENA Venture Capital

MENA VC invested USD 3B+ in 2023. UAE is the largest recipient. Most MENA VCs focus on technology, fintech, logistics, and consumer — with a bias toward scalable, capital-efficient models. They move faster than PE but have stronger preference for tech-enabled businesses.

Typical cheque: USD 500K – USD 10M
Stage: Seed to Series B
Revenue: Pre-revenue to USD 5M ARR
Decision timeline: 1–4 months
Category 04
Strategic Corporate Investors

Large regional corporates and multinationals seeking minority positions in high-growth businesses that complement their core operations. Strategic investors bring distribution, supply chain, technology, or market access — not just capital. Negotiation requires careful structuring of control and governance.

Typical cheque: USD 2M – USD 30M
Stage: Any stage with strategic fit
Key: Strategic complementarity
Decision timeline: 4–12 months
Category 05
Sovereign-Linked Investors

Sovereign wealth funds and sovereign-linked vehicles — Mubadala, ADQ, PIF, QIA — and their subsidiary vehicles are increasingly active in direct investments and co-investments alongside PE funds. They require institutional-grade governance and reporting from day one.

Typical cheque: USD 10M+
Stage: Growth, pre-IPO
Key: National mandate alignment
Decision timeline: 6–18 months
Category 06
International Growth Investors

Global growth equity funds and crossover investors with MENA coverage are increasingly active in UAE-based businesses targeting cross-border expansion. UAE-India and UAE-KSA growth stories attract significant interest from international investors with EMEA coverage.

Typical cheque: USD 10M – USD 100M
Stage: Series B+, pre-IPO
Key: Scalable, cross-border story
Decision timeline: 3–6 months
Our Process

How We Run a
UAE Fundraising Process

Five steps from initial engagement to closing. Each step is designed to maintain momentum, create investor competition, and protect your valuation.

1
Investment Thesis

Define the investment narrative, target investor profile, valuation anchoring, and fundraising structure. Build the financial model from the ground up with testable assumptions.

2
Materials

Prepare institutional-grade IM (40–80 pages), pitch deck (20 slides), data room structure, and management presentation. Every document written for a sophisticated investment committee.

3
Outreach

Approach 15–25 qualified investors under NDA. Maintain a controlled, confidential process. Manage investor pipeline — first meetings, IOI submissions, shortlisting.

4
Due Diligence

Manage investor Q&A, financial and commercial due diligence, and data room access for shortlisted investors. Maintain competitive tension. Respond to investor requests without losing momentum.

5
Close

Evaluate and negotiate term sheets. Advise on valuation, anti-dilution, governance, and investor rights alongside legal counsel. Manage process to binding completion.

Case Study

Growth Equity Round for a
UAE Technology Business

Engagement — Series B Equivalent Growth Equity
UAE-Based B2B SaaS Platform — USD 8M Growth Round

A UAE-based B2B SaaS platform with AED 18M in ARR had been approached by a single investor at a valuation the founders believed undervalued the business. They engaged Corvian Advisory to run a structured process before accepting any term sheet. We prepared a 60-page IM, rebuilt their three-statement financial model to institutional standard, and approached 22 investors across GCC family offices, MENA-focused VC, and international growth funds. Within 14 weeks of engagement, we had 4 term sheets at valuations 40–65% above the initial offer. The founders closed with a GCC family office at a valuation of AED 110M — representing 5.5x ARR — retaining an 82% equity stake and bringing in a strategic partner with distribution access across the wider GCC.

Capital RaisedUSD 8M
Valuation AchievedAED 110M
ARR Multiple5.5x
Term Sheets4 received
Timeline14 weeks
Why Corvian

Why UAE Founders and Businesses
Choose Corvian Advisory

01
Principal-Led, Not Delegated

Every engagement is led by a CFA Charterholder with Big 4 M&A advisory experience. You will not be handed to a junior associate after signing. The person who pitches for your business is the person who runs it.

02
GCC Investor Relationships

Our relationships with GCC family offices, regional PE, and MENA-focused investors are built over years of deal activity. When we make an introduction, it carries credibility — which accelerates your process and protects your valuation.

03
Institutional-Grade Materials

Our IMs, pitch decks, and financial models are built to the standard sophisticated investors expect. They have been stress-tested in real investor processes. Documents that generate meetings, not polite rejection.

04
Structured Process Creates Leverage

Running a competitive process with multiple investors simultaneously is the single most effective way to protect your valuation and deal terms. A structured fundraising process consistently outperforms one-to-one bilateral negotiations.

05
Independent. No Conflicts.

We are independent. We do not have proprietary investment vehicles or fund interests that create conflicts. Our only incentive is to get you the best outcome. We work exclusively for you throughout the process.

06
Fixed Retainer + Success Fee

Transparent, published fee structure. Fixed engagement fee for materials and outreach preparation, plus a success fee on capital closed — so we only succeed when you succeed. No hidden fees, no scope creep.

Transparent Pricing

Fundraising Advisory Fees in the UAE & GCC

We publish our fee structure because transparency is how we demonstrate that we work for you. Every engagement is scoped individually and agreed in writing before work begins.

Full Mandate
Fundraising Advisory Mandate
Retainer + Success Fee

Fixed engagement fee (materials + outreach) plus a success fee of 2–5% on equity capital raised, agreed upfront. Retainer: AED 25,000–75,000 depending on scope. Success fees only apply if capital is raised.

Investment memorandum preparation
Financial model build (3-statement)
Investor universe mapping
Structured outreach to 15–25 investors
Term sheet review and negotiation support
Due diligence management through to close
Standalone Services
Standalone Deliverables
Fixed Fee

Each deliverable can be engaged independently with a fixed fee agreed before work begins. No hourly billing, no scope creep.

Investment Memorandum only: AED 20,000–40,000
Pitch Deck only: AED 8,000–18,000
Financial Model only: AED 12,000–28,000
Startup Valuation: AED 10,000–25,000
Fundraising Readiness Review: AED 8,000–15,000
Investor Introductions: Case by case
Frequently Asked Questions

Fundraising Advisory in UAE & GCC –
Questions We Get Asked Most

A fundraising advisor in the UAE helps businesses raise equity capital from investors. This covers developing the investment thesis and positioning, preparing institutional-grade materials (Investment Memorandum, pitch deck, financial model), identifying and approaching qualified investors — GCC family offices, regional PE funds, MENA VC — managing investor meetings and due diligence Q&A, negotiating term sheets, and managing the process through to closing. Corvian Advisory provides full-service fundraising mandates on a principal-led basis — a CFA Charterholder leads your process throughout.
Corvian Advisory structures fundraising fees in two parts: a fixed engagement retainer for preparation work (IM, financial model, investor outreach — typically AED 25,000–75,000 depending on scope and complexity), plus a success fee on capital raised (typically 2–5% of equity capital closed, agreed upfront). This aligns our incentives with yours — we only earn the success fee if you raise capital. Standalone deliverables (IM only, model only, valuation only) are available at fixed fees published above.
For a full fundraising mandate with investor outreach, Corvian Advisory typically works with businesses that have at least AED 5–10M in revenue (or demonstrable ARR for SaaS/tech businesses). For earlier-stage companies (seed/pre-revenue), we focus on material preparation and readiness rather than a full investor mandate. That said, every business is different — contact us to discuss your specific situation and we can advise honestly on your readiness and best next step.
A typical equity fundraising process in the UAE takes 4–9 months from engagement to closing. This includes: 4–6 weeks of materials preparation (IM, model, deck), 6–10 weeks of investor outreach and first meetings, 4–8 weeks of due diligence with shortlisted investors, and 4–8 weeks of legal documentation and closing. GCC investor decision-making is often slower than Western markets — relationship trust and patience are essential parts of the process. Rushed processes often result in worse terms or abandoned processes.
An Investment Memorandum (IM) is the core document investors read after initial interest and before due diligence begins. It presents the full investment case: company overview, market opportunity, business model, financial history and projections, management team, use of proceeds, and key risks. GCC family offices and institutional investors will not commit time to due diligence without a credible, professionally prepared IM. A poorly constructed IM signals a poorly managed business — regardless of the actual business quality. Our IMs are 40–80 pages, written to institutional standard, and designed to answer every question an investment committee will ask.
A pitch deck (15–25 slides) is a visual summary used for first meetings and initial investor conversations. It tells the story quickly. An Investment Memorandum (40–80 pages) is the detailed supporting document provided after initial interest — it includes full financials, market analysis, management bios, use of proceeds, risk factors, and a detailed financial model. You need both. The deck gets you the meeting; the IM gets you to due diligence. In GCC fundraising, treating the IM as an afterthought is a common and costly mistake.
The investor type depends on your stage, cheque size required, sector, and what you want beyond capital. GCC family offices are the most active direct investors and can move quickly — but relationships matter enormously. Regional private equity funds are rigorous and process-driven, typically looking for businesses with AED 20M+ revenue. MENA VC focuses on technology, fintech, and consumer — typically Series A and B. Strategic corporate investors bring non-capital value. International growth equity funds are best for later-stage businesses with cross-border expansion stories. We map your business to the right investor universe before any approach is made.
UAE investment banks and advisory arms of Big Four firms focus on large transactions (USD 50M+) and typically delegate mid-market fundraising to junior teams. At Corvian Advisory, your mandate is led by a CFA Charterholder principal from start to finish. You get senior attention, direct investor access, and a lower total cost structure — with published pricing, fixed retainers, and success fees you agree upfront. For mid-market fundraising in the USD 2M–USD 30M range, a specialist boutique like Corvian Advisory typically outperforms large institutions on execution quality and investor access.

Ready to Raise Capital
in the UAE or GCC?

Tell us about your business, fundraising target, and timeline. We'll tell you honestly whether we can help, and what the process looks like.