Fundraising Strategy & Financial Modeling
“David absolutely exceeded our expectations. He delivered an outstanding financial model way ahead of time… I can’t recommend him enough for anyone in need of top-notch service.”
About the Company
GlamRus is an Atlanta-based beauty brand led by Tamika, focused on expanding to a physical storefront.
The Challenge
GlamRus was at a critical inflection point, facing the following challenges:
- A lack of a formal financial model to present to investors or lenders.
- Difficulty articulating the business case for expansion, including ROI from investing in a new retail space.
- Limited internal financial planning experience to support capital acquisition efforts.
- A need to make a strong impression in investor meetings and bank presentations.
To achieve her goal of purchasing a commercial property and scaling operations, Tamika needed both strategic guidance and investor-ready materials.
The Solution
Wisefi provided comprehensive support combining strategic finance and hands-on execution:
- Developed a robust financial model tailored to investor expectations, detailing GlamRus’s revenue projections, expense structure, and profitability milestones.
- Crafted a compelling narrative around the brand’s growth trajectory and financial viability.
- Participated in investor meetings and lender discussions, providing backup during financial negotiations and funding requests.
- Ensured all numbers aligned with industry standards and bank requirements to increase credibility and confidence.
The Result
GlamRus achieved a major milestone with Wisefi’s support:
- Secured over $1 million in funding, enabling the purchase and outfitting of a commercial property for their new retail location.
- Improved investor confidence through a polished, well-structured model that clearly conveyed the opportunity.
- Elevated internal financial planning capabilities for future growth and decision-making.
- Tamika was able to move confidently in high-stakes investor conversations with expert-backed materials and live financial support.
This project is a clear example of how financial clarity and strategic presentation can turn ambition into funded reality.
