We build the documentation and run the process behind private capital raises: teasers, information memorandums, and management materials engineered to institutional standard, backed by a process managed through to signed terms.
Sardonyx advises founders, sponsors, and management teams raising institutional capital. We sit between the story and the term sheet, building the materials a serious allocator expects to see, and running the outreach and process that gets a raise to close.
Two disciplines, delivered together: the documentation an allocator underwrites from, and the execution that puts it in front of the right investors.
Full CIMs built to institutional standard, covering market context, financial narrative, structure, and risk, formatted for a data room from the first draft.
Anonymized opportunity summaries designed to generate qualified inbound interest before a single NDA is signed.
Engagement proposals, process letters, and management decks built for the room: investment committees, lenders, and boards.
Direct outreach to institutional investors and family offices, structured targeting, and process management, from first call through diligence to signed terms.
Advice on how much to raise, from whom, and in what order, with equity, debt, and structured capital sequenced against the plan.
Understand the business, the capital need, and the realistic universe of investors.
Shape the narrative and the numbers into a story an allocator can underwrite.
Produce the teaser, information memorandum, and management materials to institutional standard.
Target and approach the right investors and family offices directly, under NDA where required.
Manage diligence, negotiation, and process discipline through to signed terms.
Raising at the fund or deal level, and needing materials that hold up to institutional LP diligence.
Raising growth or structured capital and presenting to investors for the first time at this scale.
Raising alongside a transaction, or bringing in co-investors on a specific asset.
Who need institutional-grade materials built out under their own process and timeline.
Discretion is not a policy statement to us. It's how every engagement is structured.
Engagements run under NDA from the first working session, not after materials are drafted.
Materials are built for institutional due diligence, not an investor deck dressed up for the occasion.
We work as an extension of your team through the process, not as a broker chasing a single fee.
Send a short note on the situation: the capital need, the timeline, and where things currently stand. We reply personally, usually within a day.