At Bloom, we advise clients across the full spectrum of capital formation and structured financing solutions. Our Capital Markets Advisory practice is designed to help companies raise capital efficiently, optimize their capital structures, and position themselves for long-term success. We provide strategic guidance and hands-on execution across equity, debt, and hybrid capital solutions. Tailored to the specific goals, growth trajectory, and liquidity objectives of each client.
We bring institutional-grade execution to a wide range of capital raising strategies, with deep expertise across both equity and debt markets. Our team takes a strategic, execution-focused approach to raising capital—ensuring the right structure, the right investors, and the right outcomes from day one.
Every engagement begins with a tailored capital roadmap. We evaluate your deal, market dynamics, and objectives to design a funding strategy—equity, debt, or hybrid—that attracts aligned investors and maximizes raise potential.
We craft professional-grade documentation, including investor memos, pro forma models, complete data rooms, and preliminary term sheets—positioning your deal clearly and confidently for investor review and negotiation.
We develop visually compelling decks, executive summaries, teasers, and investor presentations that communicate your story with clarity and impact—reinforcing your positioning as an institutional-grade opportunity.
To build market awareness and investor momentum, we're able to secure placements in high-profile outlets such as Forbes, TechCrunch, and The Wall Street Journal—amplifying credibility and inbound interest.
Using our curated network of qualified investors, we facilitate high-quality, warm introductions to capital allocators actively deploying across your sector—avoiding generic outreach and wasted effort.
Capital is just the beginning. We remain engaged post-close to help you deploy capital effectively—whether that means scaling operations, entering new markets, or executing on key growth initiatives.
Ideal for companies seeking long-term investment partners. Equity provides strategic alignment and growth capital in exchange for ownership, typically favored by institutional and private equity investors.
Options may include first or second-position low-interest debt, fixed-rate debt, mezzanine debt, and structured credit, to provide capital while maintaining full ownership control.
