Precision. Structure. Discipline.
Corevia produces institutional-grade advisory documents for businesses preparing to raise capital, transact, or engage institutional counterparties. Done for you by Corevia, or structured for you to produce yourself, to the same professional standard.
A professional advisory engagement costs $50,000 to $200,000. The documents it produces do not have to. Corevia makes them accessible two ways: built specifically for your business, or structured so you can produce them yourself.
Every document Corevia produces, whether a done-for-you engagement or a guided system, is built to the standard applied at leading professional advisory firms. The difference is who does the work, not the quality of the output.
Corevia produces a specific document built around your business. The scope is agreed on a consultation call, and you submit your information through a structured questionnaire. Corevia delivers a finished, editable document ready for use.
A complete, guided framework with every template, example, and instruction needed to produce the documents yourself, to the same standard as a professional advisory firm, without the fee.
The same document architecture, structure, and language applied in professional advisory mandates. Not templates. Not starting points. Complete, execution-ready documents.
Six done-for-you engagements. Corevia produces the document built specifically around your business: structured, written, and delivered as an editable source file. From a four-page investor teaser to a 70-page information memorandum.
Investor Teaser · Financial Model · Business Plan · Valuation Report · Pitch Deck · Information Memorandum
Fixed turnaround from receipt of your completed questionnaire. Up to five revision rounds included with every engagement.
Every engagement is conducted digitally. Consultation, questionnaire, document exchange, drafts, and revisions, all conducted online. Editable source files delivered.
A fully guided system: every template, worked example, checklist, and instruction needed to approach investors the way a professional advisory firm would. You execute the process yourself, with a complete framework guiding every step. Nothing is missing. Nothing needs to be built from scratch.
Investors assess credibility before they assess the business. The documents that reach them first determine whether the conversation continues.About Corevia
Corevia produces institutional-grade advisory documents for businesses preparing to raise capital, engage investors, or execute a transaction. Two products: done-for-you engagements where Corevia builds the document specifically around your business, and guided systems where you produce the documents yourself using a complete professional framework. The same standard applies to both.
Corevia is not a course, a coaching programme, or a collection of generic templates. It does not offer strategic, financial, or legal advice. It does not manage transactions or act as a placement agent. It produces documents, specifically the documents that determine how a business is presented to the investors, lenders, and acquirers that will decide whether to engage.
Six done-for-you engagements. Each engagement begins with a consultation call. You then submit your business information and supporting documents through a structured questionnaire. Corevia produces the deliverable, written, structured, and formatted to institutional standard. You review and refine, up to five rounds, until it is right.
The entire engagement is conducted online. Every deliverable is an editable source file. Turnaround ranges from five to fifteen business days depending on the service. Prices range from $1,000 to $3,500.
Each advisory system contains every document required for a specific type of engagement: templates, worked examples, checklists, and a structured guide that walks you through the entire process step by step. You execute the process yourself, with a complete institutional framework guiding every decision.
Not a starting point. A complete system. The same document architecture used in professional advisory mandates, structured for independent deployment, at a fraction of the cost of a professional engagement.
Every document is structured to the specification of a professional advisory engagement. The language is exact. The structure is deliberate. Nothing is approximate.
Every system follows the exact sequencing of a live advisory process. Each document has a defined role and a defined relationship to the documents around it.
The standard does not vary by product, price point, or service type. Every file produced by Corevia is built to the same level of rigour.
Each system covers a complete advisory process: every document included, every stage structured.
Complete investor engagement infrastructure: from first contact to signed term sheet. Every document for every stage of the process.
$497 · View System →
Structured valuation framework for mid-market businesses: methodology, comparables analysis, discounted cash flow model, and investor presentation.
Complete sale process infrastructure: information memorandum, buyer targeting, process letter, management presentation, and exclusivity documentation.
Acquisition process framework: target identification, indicative offer structure, due diligence, and integration planning documentation.
Integrated financial model architecture: three-statement model, scenario analysis, valuation outputs, and investor-ready financial summary.
Institutional-grade business plan framework: strategic narrative, financial projections, market analysis, and operational roadmap.
Structured growth strategy framework: market sizing, opportunity analysis, go-to-market architecture, and performance measurement.
Market entry framework: entry strategy, competitive landscape, operational requirements, and financial feasibility documentation.
A 27-page institutional guide to the capital raise process, the framework, the logic, and the standard behind the Investor Engagement System. Covers how investors assess a business, what materials they expect to receive, and why most founder-led businesses do not present at the standard required to progress. Required reading before any capital raise.
Included free with the Investor Engagement System. Available as a standalone purchase at $47.
Included free when you purchase the Investor Engagement System.
The investor engagement process has a defined architecture. It begins with a teaser and ends at a signed term sheet. Between those two points, there is a sequence that professional advisors follow on every engagement.
The Investor Engagement System maps that sequence exactly. Every stage covered. Every document included. Built to the standard applied in professional advisory engagements at a multiple of this system's price.
Nothing is missing. This is the complete infrastructure for a professional capital raise.
| # | Document | Purpose | Format |
|---|---|---|---|
| 01 | Investor Engagement Guide | Master guide to the full process: strategy, investor targeting, sequencing, outreach, negotiation, and close. | |
| 02 | NDA Template | Mutual non-disclosure agreement for execution before sharing confidential materials. 16-clause institutional standard. | Word |
| 03 | Investor Teaser Template | 4-page teaser for initial investor outreach: codename, transaction parameters, and financial summary. | PowerPoint |
| 04 | Investor Teaser Sample | Fully populated teaser for a reference engagement. Demonstrates correct structure, language, and financial presentation. | PowerPoint |
| 05 | Pitch Deck Template | 22-slide investor pitch deck structure: business overview, market position, financials, transaction rationale, and appendix. | PowerPoint |
| 06 | Pitch Deck Sample | Fully populated 22-slide pitch deck: complete institutional standard across structure, language, financial tables, and transaction framing. | PowerPoint |
| 07 | Financial Summary Model | Excel model with transaction parameters, key metrics, and historical and forecast financials. Formula-driven throughout. | Excel |
| 08 | Financial Summary Sample | Fully populated financial model: correct structure, metric selection, and transaction parameters at institutional standard. | Excel |
| 09 | Due Diligence Checklist | Two-phase due diligence checklist across eight sections, structured for progressive disclosure and investor access control. | Word |
| 10 | Data Room Blueprint | Three-tier data room architecture: folder structure, access control framework, and document sequencing at each tier. | |
| 11 | Investor Q&A Guide | Structured preparation guide for management meetings and investor questioning: frameworks for responding with precision. | |
| 12 | AI Prompt Pack | Purpose-built prompts for every stage and document in the engagement, structured for drafting, analysis, and preparation. |
12 execution-ready files. Every document required for a professional capital raise. Includes the Investor Engagement Framework ebook, free.
Purchase System: $497A 27-page institutional guide to the capital raise process. The framework, the logic, and the standard, without the execution toolkit.
Get the Ebook: $47Institutional perspectives on the processes, disciplines, and decisions that define how serious businesses raise capital and transact.
An information memorandum is the definitive document in a sale or significant capital raise. It tells a qualified buyer or investor everything they need to make an informed offer, and it shapes the price they offer.
Read the articleRaising capital for an established business is a structured process, not a single conversation. The right instrument, the right investor, and the right sequence of documents decide whether it closes on good terms.
Read the articleDue diligence is where an investor verifies everything the business has said. Businesses that prepare for it in advance move faster, protect their valuation, and signal management quality before the first request arrives.
Read the articleA revenue forecast is not a financial model. Investors trust projections that connect the profit and loss, the balance sheet, and cash flow, start from real results, and state their assumptions openly.
Read the articleThere is no single number. A credible valuation is a range, built from more than one method and grounded in normalized earnings. How private companies are valued, and why the method matters as much as the result.
Read the articleA pitch deck is not read from start to finish. It is scanned for answers to six questions. Structure the deck around them, and the investor reaches the end.
Read the articleMost founders do not lose investors because their business is weak. They lose them because the conversation is structured badly. Seven recurring patterns that end conversations before the second meeting, and what a structured engagement looks like instead.
Read the articleTo book a free consultation, select a time that suits you. For any other question, use the form below. All inquiries are answered within one business day.
Book a Free ConsultationYour inquiry has been submitted. We will respond within one business day.
All inquiries receive a response within one business day. For time-sensitive matters, note this in your message.
Free consultations are booked directly through the scheduling page. Use this form for questions about services, systems, partnerships, or any other matter.
Corevia advisory services are done-for-you engagements for businesses that require a specific document produced to an institutional standard. Each engagement begins with a free consultation call to confirm the scope. You then submit your information and documents through a structured questionnaire. Corevia produces the deliverable. You review and refine, up to five rounds, until it is right.
After the consultation call, the entire engagement is conducted online, from questionnaire to final delivery.
Every engagement produces an editable source file in the format specified for that service: Word, Excel, or PowerPoint. You receive the working file, not a locked PDF. The document is yours to use, update, and distribute.
Every engagement is confirmed in a signed engagement letter with a fixed fee. Payment is 100% upfront, after signing. Work begins once your completed questionnaire and supporting documents are received.
A three- to four-page anonymous investment overview presenting transaction parameters, business highlights, and financial snapshot, structured to generate investor interest before any NDA is signed.
A fully linked three-statement financial model with five-year projections, segment revenue build, three scenarios, and a branded one-page financial summary, built to institutional standard.
A 40–60 page institutional business plan written in full: strategy, market analysis, operations, financial projections, risk assessment, and a 12–36 month implementation roadmap.
An independent indicative valuation using three parallel methodologies, EBITDA multiple, discounted cash flow, and comparable transactions, with normalization and sensitivity analysis.
An investor pitch deck of 15 to 25 slides, written and structured by Corevia from scratch, covering the complete investment narrative from business overview through transaction structure and exit strategy.
A 50–70 page confidential information memorandum written in full, the definitive document for a structured capital raise or M&A process, built to senior advisory firm standard.
The documents below are produced to the exact standard applied in every Corevia engagement. They use fictional company data prepared for demonstration purposes. Review them before commissioning a service.
4-page anonymous investment overview. Sector: Integrated FM & MEP Services. Transaction: USD 25M minority equity raise.
22-slide investor pitch deck. Sector: Integrated FM & MEP Services. Transaction: USD 25M minority equity raise.
19-page independent valuation report. Three methodologies. Concluded range: USD 88M–USD 108M. Central estimate: USD 100M.
Every engagement follows three steps.
A 30-minute call to understand your objectives and confirm the right service. You receive a proposal and engagement letter with a fixed fee within two business days.
Sign the engagement letter and NDA. Then complete the service questionnaire and upload your supporting documents.
Corevia delivers the first draft within the stated turnaround. Submit feedback. Up to five revision rounds are included. All exchange is by email.
Every engagement begins with a free consultation call. Corevia then issues a proposal and engagement letter with a fixed fee, together with an NDA. Once both are signed and payment is complete, you receive the service questionnaire. Complete it, upload your supporting documents, and Corevia begins work.
The first draft is delivered within the stated timeframe. You review, provide feedback, and Corevia refines, up to five rounds. The final deliverable is an editable source file ready to use, present, and distribute.
A fully linked three-statement financial model built from your historical financials and management assumptions, structured to the standard that institutional investors and acquirers expect. Includes a branded one-page financial summary ready for inclusion in a pitch deck or information memorandum.
Three years of historical financials are required. If your business has less history, Corevia will work with what is available and note the limitation clearly.
Following a free consultation, you receive a proposal, engagement letter, and NDA. Once they are signed and payment is complete, you receive the service questionnaire. Complete it and upload your financial statements and supporting documents. Corevia delivers the first draft within seven business days.
A 40–60 page institutional business plan written from scratch by Corevia. Every section is original, client-specific content, the market analysis, competitive positioning, marketing strategy, operational plan, financial projections, and risk assessment. A supporting Excel financial model is included as a separate deliverable.
Following a free consultation, you receive a proposal, engagement letter, and NDA. Once they are signed and payment is complete, you receive the service questionnaire. Complete it and upload your documents. Corevia delivers the first draft within twelve business days.
An independent indicative business valuation using three parallel methodologies, producing a triangulated, defensible enterprise value range rather than a single number. Two deliverables are included: a structured valuation report in Word format, and a supporting Excel model showing all workings, assumptions, and sensitivity tables.
Following a free consultation, you receive a proposal, engagement letter, and NDA. Once they are signed and payment is complete, you receive the service questionnaire. Complete it and upload your financial statements and supporting documents. Corevia delivers the first draft within eight business days.
An investor pitch deck of 15 to 25 slides written and structured by Corevia from scratch. This is not a design service. It is an advisory engagement that produces a presentation. Every slide is drafted by Corevia based on your completed questionnaire, following a fixed structure proven across institutional investor and acquirer engagements.
Following a free consultation, you receive a proposal, engagement letter, and NDA. Once they are signed and payment is complete, you receive the service questionnaire. Complete it and upload your documents. Corevia delivers the first draft within ten business days.
A 50–70 page confidential information memorandum written in full by Corevia. Every section is written from scratch: the business narrative, market analysis, financial commentary, risk factors, and transaction rationale. A well-structured IM enables a potential investor or acquirer to make an informed indicative offer without requiring extensive preliminary dialogue.
Following a free consultation, you receive a proposal, engagement letter, and NDA. Once they are signed and payment is complete, you receive the service questionnaire. Complete it and upload your documents. Corevia delivers the first draft within fifteen business days.
Your financial model onboarding form has been received.
Corevia will begin building your financial model within 7 business days of your signed NDA being returned to advisory@corevia.systems.
If you have not yet returned your signed NDA, please do so at your earliest convenience to avoid any delay.
Your valuation onboarding form has been received.
Corevia will begin preparing your valuation report within 8 business days of your signed NDA being returned to advisory@corevia.systems.
If you have not yet returned your signed NDA, please do so at your earliest convenience to avoid any delay.
Your pitch deck onboarding form has been received.
Corevia will begin preparing your pitch deck within 10 business days of your signed NDA being returned to advisory@corevia.systems.
If you have not yet returned your signed NDA, please do so at your earliest convenience to avoid any delay.
Your information memorandum onboarding form has been received.
Corevia will begin preparing your information memorandum within 15 business days of your signed NDA being returned to advisory@corevia.systems.
If you have not yet returned your signed NDA, please do so at your earliest convenience to avoid any delay.
Your business plan onboarding form has been received.
Corevia will begin preparing your business plan within 12 business days of your signed NDA being returned to advisory@corevia.systems.
If you have not yet returned your signed NDA, please do so at your earliest convenience to avoid any delay.
Effective October 2026.
These terms govern the use of corevia.systems and the purchase of Corevia products and services. By using this website or purchasing from Corevia, you accept these terms.
Each Done-for-You engagement is governed by a signed Proposal and Engagement Letter and a Non-Disclosure Agreement. Where those documents differ from these terms, the signed documents prevail. Scope, fees, turnaround, and revisions are as set out in the engagement letter.
All prices are stated in US dollars. Fees for Done-for-You services are fixed and payable in full, in advance, after the engagement letter is signed. Turnaround is counted in business days from receipt and acceptance of the completed questionnaire and all required supporting documents.
Done-for-You services: the fee is refunded in full if the engagement is canceled before Corevia receives the completed questionnaire. Once work has begun, the fee is non-refundable. Systems and ebooks: these are digital products delivered immediately on purchase and are non-refundable.
Corevia prepares advisory documents and provides structured systems and templates. Corevia does not provide legal, tax, accounting, or regulatory advice, does not audit or verify client information, and does not act as an investment adviser, broker, or placement agent. Nothing on this website or in any Corevia document is an offer, solicitation, or recommendation to buy or sell any security.
Corevia documents are prepared from information supplied by the client and from public sources. Corevia does not guarantee any investment, financing, valuation, or transaction outcome. Clients remain responsible for the accuracy of the information they provide and for all decisions made using Corevia documents.
Corevia treats all client information as confidential. Client identities and work are not disclosed to third parties without written consent. Sample documents shown on this website are based on fictional companies.
All content on this website, and all Systems, templates, and ebooks, remain the property of Corevia. Purchasers of Systems and ebooks receive a license to use them for their own business and may not resell, share, or redistribute them. Clients own the final deliverables of a Done-for-You engagement once paid in full. Corevia retains its methods, templates, and know-how.
To the extent permitted by law, Corevia's total liability for any claim relating to a product or service is limited to the amount paid for that product or service. Corevia is not liable for indirect or consequential loss.
These terms are governed by the laws of the State of Kuwait. The courts of the State of Kuwait have exclusive jurisdiction over any dispute arising from them.
Questions about these terms can be sent to advisory@corevia.systems.