Investment Banking

Capital Markets.
Built for Builders.

From your Series A to your IPO, Boojee Estate deploys bulge bracket alumni expertise and AI-accelerated deal infrastructure to raise capital, close transactions, and execute at institutional speed.

$10B+ Transactions Closed
Series A→IPO Deal Stage Coverage
48h Mandate Kickoff
100% Confidential Process

Full-Spectrum Capital Markets Advisory

Every engagement is led by senior bankers. Every transaction is run on a confidential, conflict-free basis.

Capital Raising

Equity and equity-linked capital for growth-stage companies. Investor targeting, pitch narrative, data room architecture, roadshow coordination, and term sheet negotiation — Seed through Series D.

IPO Advisory

Readiness assessment, underwriter selection, S-1 preparation support, analyst coverage strategy, lock-up management, and aftermarket stabilization — full-cycle public offering advisory.

Debt Financing

Senior secured, mezzanine, unitranche, and convertible debt structures. Lender identification, credit memo preparation, covenant negotiation, and syndication for $5M–$500M mandates.

Strategic Advisory

Board-level strategic options analysis, capital structure optimization, partnership structuring, and transaction support for transformational decisions — uncompromised by conflicting mandates.

Fairness Opinions

Independent, board-defensible fairness opinions for M&A transactions, going-private deals, related-party transactions, and recapitalizations. FINRA-affiliated network. Litigation-ready.

Restructuring

In-court and out-of-court restructuring advisory. Balance sheet analysis, creditor negotiations, DIP financing sourcing, and operational turnaround support — protecting enterprise value under pressure.

Four Stages. Zero Ambiguity.

Our mandate process is built for speed, precision, and complete confidentiality at every step.

Confidential Intake

Submit your mandate details under NDA. We review your capital needs, valuation, timeline, and strategic objectives within 24 hours.

Mandate Structuring

Our senior bankers architect the optimal transaction structure, investor universe, and deal narrative — backed by AI-powered comparable analysis.

Market Execution

Full roadshow management, investor outreach, dataroom orchestration, and LOI/term sheet review — running parallel processes to maximize competitive tension.

Close & Post-Close

Legal coordination, closing mechanics, capital deployment planning, and 90-day post-close investor relations support included in all engagements.

Choose Your Mandate Structure

Transparent fee models. No hidden retainers. Every engagement includes dedicated senior banker coverage.

Monthly
Advisory Retainer
$8,000
per month · credited toward success fee
  • Dedicated senior banker, 40 hrs/mo
  • Board meeting attendance (2/mo)
  • Capital structure strategy
  • Investor pipeline management
  • Monthly financial narrative update
  • On-call strategic advisory
  • 100% retainer credited to success fee
Start Advisory Retainer
Transaction
M&A Advisory
2%
of total deal value at close
  • Buy-side or sell-side mandate
  • AI-powered deal sourcing
  • Valuation & fairness analysis
  • Management presentation prep
  • Due diligence orchestration
  • SPA negotiation support
  • Regulatory & closing coordination
Start My Deal

Capital Availability Calculator

See What Your Company Can Raise

Adjust the sliders to model your capital opportunity. Estimates are indicative — actual availability depends on market conditions and your company profile.

Raise Target $25M
Company EBITDA $5M
Timeline 6 months
Estimated Capital Available
$38.5M
Blended equity + debt capacity based on your inputs. Indicative only.

Testimonial

The Credentials Behind the Mandate

$10B+ in Transactions
FINRA Affiliated Network
Series A – IPO Coverage
Bulge Bracket Alumni Team
Confidential Process Guaranteed

Before You Sign the NDA

What types of companies do you work with?

We work with growth-stage companies from Series A through pre-IPO, across technology, healthcare, consumer, and financial services sectors. Typical deal sizes range from $5M to $500M in equity or debt raised, and $10M to $1B+ in M&A transaction value. We evaluate each mandate on strategic fit — stage and sector are less important than the quality of the management team and the clarity of the capital need.

How is your fee structured? Are there hidden retainers?

Our fee structures are transparent and disclosed in full before any engagement begins. For capital raises and M&A mandates we charge a 2% success fee on gross proceeds or deal value, payable only at close — you pay nothing if we don't close. For ongoing strategic advisory, we charge a monthly retainer of $8,000, which is 100% credited toward any success fee earned during the engagement. There are no hidden fees, no placement agent markups, and no conflicts from proprietary balance sheet exposure.

How do you maintain confidentiality during a process?

Every engagement begins with a mutual NDA signed before any materials are shared. Our investor outreach uses teaser documents that do not identify the company until a recipient signs a targeted NDA. Data rooms are access-controlled, watermarked, and audited. We run wall-crossed processes for dual-track mandates to prevent cross-contamination between equity and debt investor pools. Your information never reaches our internal proprietary accounts or third-party platforms without your explicit written consent.

What does "FINRA Affiliated Network" mean?

Boojee Estate coordinates with FINRA-registered broker-dealer partners for transactions that require licensed placement agent representation under SEC Regulation D and other securities laws. This means your capital raise is conducted through a regulated, compliant channel — protecting you from unregistered broker liability and ensuring all investor solicitations meet applicable securities law requirements. We will introduce you to the relevant registered entity at the outset of any engagement requiring it.

How long does a typical process take to close?

Timeline varies by mandate type. A well-prepared growth equity raise typically closes in 10–16 weeks from mandate kickoff to wire. Debt financing can close in 6–10 weeks for straightforward structures. M&A sell-side processes run 12–20 weeks depending on due diligence complexity and buyer universe. Our AI-accelerated deal infrastructure compresses the pre-marketing phase by 30–40% versus traditional advisory timelines — materials, investor lists, and data room are typically ready within two weeks of mandate signing.

Start Your Confidential Mandate

Tell us about your transaction. A senior banker will respond within 24 hours — under NDA if requested.