Submit a project

Strategic capital preparation & structuring support

So your financing project holds up under scrutiny.

Professional capital providers examine structure, figures and documentation before they discuss a project. Zumsteg Consulting puts those foundations in order before you enter that conversation.

Submit a project See the process
Raphael Zumsteg, Gründer und Managing Director von Zumsteg Consulting.

Role in the mandate

  • Advice on the company side
  • Preparation and structuring
  • Communication after documented approval

Starting position

Most projects fail on the preparation.

Figures, structure and documents have to tell the same story. Where they do not, the review ends early and a second conversation never happens. We order your starting position and show what is still missing before the first investor contact.

Geprüft wird

  • Company information
  • Financial figures
  • Use of funds
  • Project structure
  • Communication

What professional capital providers look at first, and what most often stays open.

  • Structure

    What is checked
    Whether objective, financing structure and use of funds connect in a way that can be followed.
    Often open
    The financing idea exists, the structure is not yet documented.

  • Documentation

    What is checked
    Whether pitch deck, executive summary and figures tell the same story.
    Often open
    Documents exist but are inconsistent with each other.

  • Review readiness

    What is checked
    Whether data, contracts and key figures are ordered for further review.
    Often open
    Information sits in different places without a shared system.

  • Communication

    What is checked
    Whether it is clear who approves what and who speaks externally.
    Often open
    Approval and responsibility processes are not yet defined.

Preparation status

Five areas of preparation

Before the first investor conversation, objective, figures, structure and documents have to fit together. We work through five areas until each one holds.

Area 01 / 05

Objective and financing context

A clearly defined objective and a clean financing context are the basis for every further step. We clarify what the capital is for and which conditions apply.

Central questions

Capital requirement
amount, timing, intended use
Financing occasion
growth, acquisition, project, refinancing
Target structure
debt, equity, hybrid structure
Time horizon
timing of funds, term, repayment
Starting position
existing financing, relevant restrictions

Result of this area

A defined financing framework as the basis for further structuring.

Area 02 / 05

Company and financial information

External counterparties first check whether company information and figures fit together. We order what exists and make open points visible.

Central questions

Legal basis
commercial register extract, articles of association, shareholder structure
Organisation
organisational chart, management profile
Annual figures
last two annual accounts, current interim figures
Current figures
trial balance, open items, liquidity planning
Liabilities
bank liabilities, loans, leasing contracts

Result of this area

An ordered and internally consistent body of information. Responsibility for accuracy and completeness stays with the client.

Area 03 / 05

Capital and project structure

The project itself has to be described clearly: what is financed, how the funds are used and what substance sits behind it.

Central questions

Project
project description, business plan, reference projects
Use of funds
investment plan, use-of-funds plan, project budget
Timeline
schedule, milestones, current project status
Substance
machinery, real estate, existing valuations
Collateral
collateral and encumbrance overview, insurance

Result of this area

A project and use-of-funds structure that can be followed. Legal, tax and regulatory review is not part of the service.

Area 04 / 05

Documentation and storyline

From the ordered body of information comes a presentation that carries the same statement in every document and every figure.

Central questions

Positioning
differentiator, market position, target market
Evidence
track record, references, revenue history, sector experience
Perspective
growth and expansion strategy, long-term vision
Openness
risks and mitigations, current challenges
Material
image rights, existing presentations, design guidelines

Result of this area

A consistent storyline and the documents derived from it, in German and English on request.

Area 05 / 05

Approval and communication processes

Nothing goes out without documented approval. Responsibilities, recipients and templates are defined beforehand.

Central questions

Responsibility
approvers, contacts, deputies
Recipients
selection criteria, recipient list, approval per recipient
Templates
first outreach, communication sequence, follow-up
Follow-up
CRM structure, communication status, next steps
Boundary
no acceptance of subscription or investment orders

Result of this area

Documented approvals and traceable communication. Substantive conversations and negotiations run directly between the company and the third party.

Fields of work

Four fields of work in mandate preparation

The four fields of work interlock. They describe what is worked on in a mandate. They do not set a fixed order.

Die Bildmarke als Landkarte der vier Arbeitsfelder. Sie zeigt die Zuordnung der Felder, keine Reihenfolge. 01 02 03 04
  • 01 Capital and project preparation Starting position · Project structure · CRM basis
  • 02 Investor-ready documentation Pitch deck · Executive summary · Key figures
  • 03 Due diligence and management preparation Data structure · Gap analysis · Management
  • 04 CRM, approval and communication processes Approval process · Templates · Follow-up

Four fields. One mandate.

Field of work 01

Capital and project preparation

We record the starting position, order existing information and documents, and structure the further work. Objective, capital requirement and the organisational basis of the mandate are defined here.

We analyse

Starting position

  • capital requirement
  • financing occasion
  • existing structure
  • relevant restrictions

We structure

Project basis

  • objective
  • project structure
  • information needs
  • CRM basis

We create

Clarity

  • a structured mandate framework
  • a sound basis for decisions
  • a basis for the other fields of work

Result A defined mandate framework as the basis for further structuring.

Field of work 02

Investor-ready documentation

We develop a consistent investment story and produce or rework the central documents. On request they are produced in German and English.

Basis

What exists

  • company information
  • financial figures
  • project information
  • existing documents

Work

Preparation

  • investment story
  • consistency check
  • key figure preparation
  • document structure

Results

Documents

  • pitch deck
  • executive summary
  • key figure overview
  • German and English version

Result A consistent basis for communication in the external dialogue.

Field of work 03

Due diligence and management preparation

We structure existing data, identify information gaps and prepare management for further review processes.

Basis

Data

  • existing data
  • company information
  • project information

Review

Consistency

  • data structure
  • consistency of statements
  • information gaps
  • typical follow-up questions

Preparation

Ability to answer

  • a structured data base
  • identified gaps
  • prepared management

Result A stronger ability to answer during the review process.

Field of work 04

CRM, approval and communication processes

We build project-related CRM, approval and follow-up structures. Substantive conversations and legally binding negotiations take place directly between the company and the third party.

Basis

What exists

  • project contacts
  • templates
  • documents
  • approvers

Structuring

Processes

  • CRM setup
  • approval processes
  • template management
  • follow-up

Results

Traceability

  • clear responsibilities
  • documented approvals
  • traceable communication

Result Traceable communication with documented approvals.

See the scope of services

Work results

Documents for the external dialogue

From your information we build documentation that holds up under professional review. Depending on the starting position and the agreed scope this includes the pitch deck, executive summary and key figure overview.

The covers shown come from completed mandates. Company names, logos and brands have been obscured; contacts and contact details removed. The display shows how the documents are built and designed, not individual mandates.

  • 01 Pitch deck Structure for the first conversation
  • 02 Executive summary Condensed written version
  • 03 Key figure and information overview Consolidated presentation
  • 04 Communication material Templates for outreach and follow-up
  • 05 Due diligence structure Ordered filing and overview structure

Select a cover for the enlarged view

Sequence

Three coordinated project phases

  1. Phase 01

    Strategic preparation, project structure & CRM basis

    Company and project information is reviewed, existing documents are placed in context and material gaps are identified. In parallel, the organisational basis for documentation, communication and follow-up is created.

  2. Phase 02

    Investor-ready documentation & due diligence preparation

    The relevant content is structured, reworked in language and brought into a consistent presentation. Depending on the mandate this produces a pitch deck, executive summary, key figure overviews and the basis for possible review processes.

  3. Phase 03

    Go-live preparation, network & communication support

    Documents, recipients and communication steps are agreed. Zumsteg Consulting supports the organisational initiation of conversations, follow-ups, CRM documentation and the preparation of management. Contact is only made after documented approval by the client.

See the three project phases

Network

A network built over years

Once the documents hold, the question is who should see the project. Zumsteg Consulting maintains its own contact base and an extended network and proposes suitable counterparties from it. Your company makes the selection.

  • 28'000

    institutional investor contacts

    held in the internal contact base

  • 100+

    family offices in active support

    in ongoing personal contact

  • 40'000

    family offices in the extended network

    reachable through partners and platforms

These figures describe the size of the contact base. They say nothing about results, commitments or whether a financing comes about. Contact is only made after documented approval by the client.

Does this describe you?

You have a project. Will it hold up under review?

You run a company, a group or a project company. The capital requirement is quantified and the project stands. Looking at your documents, you already know they are not yet ready for an institutional reviewer. That is exactly where our work begins. We expect reliable figures, named contacts and approvals that arrive on time.

Requirements for the documents

Who we work with

  • Mid-sized companies
  • Corporate groups
  • Project companies

What they work on

  • Industry
  • Real estate
  • Energy
  • Technology
  • Infrastructure

Where you stand today

  • The project is defined. Before the first conversation it should stand up to review.

Responsibility in the mandate

Responsibilities stay clearly assigned.

Zumsteg Consulting

  • 01 Analysis and structuring of the starting position
  • 02 Documentation and communication work
  • 03 Organisation of CRM, approval and follow-up processes
  • 04 Management and conversation preparation

Client and external specialists

  • 01 Accuracy, completeness and lawfulness of the information
  • 02 Final approvals and selection of recipients
  • 03 Legal, tax and regulatory review
  • 04 Substantive negotiations, decisions and closings
Porträt von Raphael Zumsteg, Gründer und Managing Director von Zumsteg Consulting.

Responsibility in the advisory work

Raphael Zumsteg

Founder and Managing Director

Capital rarely fails on the idea. It fails on missing structure.

Raphael Zumsteg

Raphael Niki Zumsteg, born in 1998, is the founder and Managing Director of Zumsteg Consulting, an entrepreneur and father based in Switzerland. His professional background is in finance and capital markets, in particular the structuring of corporate financing and the build-up of distribution and investor structures.

He comes from execution and knows both the requirements of family offices and institutional capital providers and the challenges of companies raising professional capital for the first time. That perspective shaped the approach of Zumsteg Consulting: preparing companies so that strategy, figures, documentation and communication form a solid basis for professional capital conversations.

His aim is to bring entrepreneurs to eye level with professional capital providers. Discipline, responsibility, clear execution and discreet collaboration shape every mandate. Zumsteg Consulting stands for individual support, independent advice and a structured preparation that makes companies understandable, reviewable and professionally presentable.

About Zumsteg Consulting

Team

The people behind the mandate

Behind every mandate stands a fixed team with different professional backgrounds and a shared standard for how we work. Experience from finance and capital markets meets operational project management, professional client communication, positioning and modern AI systems. That is how we support our clients through the whole process: personally, reliably and with clear responsibilities.

Frequent questions

Questions about working together

Which companies is this collaboration intended for?

The services are aimed at companies and project owners preparing a financing project in a structured way, who can provide the required information, documents, contacts and approvals. The concrete shape of the mandate follows the starting position.

Which information and documents are needed?

This can include company information, financial and business figures, business plans, budgets, forecasts, details on the use of funds, existing presentations and further project documents. The exact scope is defined per project.

Which documents can be produced or reworked?

Depending on the mandate, this can include the pitch deck, executive summary, presentation and information materials, key figure overviews and supporting communication documents — produced or fundamentally reworked.

How does the collaboration run?

The current mandate structure has three coordinated phases: strategic preparation and project structure, investor-ready documentation and due diligence preparation, and go-live, network and communication support.

How is a possible outreach organised?

Zumsteg Consulting can propose possible recipients based on general project-related criteria. The client decides which people or companies are contacted. Recipients, templates and documents are approved in documented form before use.

Who negotiates and who decides?

Substantive investment and financing negotiations, decisions and contract closings take place directly between the client or the issuing entity and the respective third party.

Which services does Zumsteg Consulting not provide?

Zumsteg Consulting does not provide legal or tax advice, audit services, personal investment advice, asset management, investment or transaction broking, and no placement of financial instruments as a standalone service. No investor funds or investment orders are accepted.

What does the international version cover?

In an international mandate the central investor-relevant documents are prepared in German and English. The English version is adapted in language and content for international counterparties; it is not a literal translation.

First assessment

We review how solidly your project stands.

Describe your company, the project and the state of your documents. We review the enquiry and come back to clarify the next steps. Confidential documents and personal data of third parties do not belong in a first contact.

Submit a project

Direct line

A few lines, and we get back to you

A few lines are enough for a first assessment. Please do not attach confidential documents to a first contact.

Prefer to write directly? r.zumsteg@zumstegconsulting.ch · +41 79 838 85 76