Advisory

FINANCE

Equity Raising Support

Attracting and retaining investors for your project is critical for success.

Our experienced team will work with you to:

  • Identify your target investor profile,
  • Prepare the investor pitch deck,
  • Build a data room for prospects,
  • Navigate the legal documents with your lawyers, and
  • Onboard your investors to an investor portal

With decades of experience in supporting the capital raising cycle we pride ourselves in providing an institutional quality experience for your investors.

Access to Debt Funding

The type and amount of financing can make or break a real estate investment.

Our experienced team will work with you to:

  • Identify the type of financing options available
  • Model the leverage and risk impact
  • Prepare a package to obtain lender proposals
  • Liaison with the lender(s) and debt brokers
  • Review your legal documents with lawyers, and
  • Onboard your lender seamlessly

Let us help obtain the financing you need to move your project forward.

Book a 30 minute complimentary session to learn how our Plan, Raise, and Manage approach can help you achieve your real estate financial goals.

BLOG & TIPS

Build vs Buy: Due Diligence for Smarter Acquisitions (Part 1) 

Smart entrepreneurs today are focusing on due diligence for smarter acquisitions rather than building from scratch. The entrepreneurial landscape has shifted dramatically. Influenced by thought leaders like Codie Sanchez, today’s smart entrepreneurs are increasingly choosing acquisition over building from scratch. But here’s what many miss: the due diligence process can make or break your investment.  […]

Passive Real Estate Investing: 4 Benefits You Can’t Ignore 

When most people think about real estate investing, they picture buying a property, finding tenants, and dealing with repairs at 10 p.m. on a Saturday night. But there’s another route and it’s one that lets you earn returns from real estate without ever becoming a landlord: passive real estate investing.  With passive investing, your money […]

The Blueprint for Real Estate Investment Success

CanadianSME Small Business Magazine is Canada’s go-to platform for showcasing innovative SMEs driving economic growth across the country.  As a seasoned real estate finance professional with 20 years in the industry, having Kaz featured in CanadianSME’s spotlight is an exciting full circle moment.  In the spotlight, Kaz shared what inspired him to create Finalyze CFO […]


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    Mailing address: Finalyze CFO Services – 125 Commerce Valley Drive West, Suite 802 - Thornhill, Ontario, Canada – L3T 7W4

    Info@FinalyzeCFO.com
    416-886-1915