unsplash-image-JiLwY-8rtKU.jpg

Capital Strategy for Owners | Corporate Finance Advice

Strategic Capital Raises

 

Raise Growth Capital With Clarity

Raising capital is a strategic decision, not just a financial one. Done right, it can unlock growth, attract the right partners, and create future optionality. Done wrong, it can dilute your control, misalign incentives, or limit your exit paths.

Whether you're expanding your team, entering new markets, investing in technology, or simply building working capital, the structure of your raise matters as much as the amount.

We help owners raise capital on terms that align with their goals — without giving away control or compromising their future.


Strategic capital planning session between business owner and advisor

Why Capital Strategy Matters

The wrong structure can cost you more than equity. It can dilute control, create misalignment, and restrict your ability to adapt.

We work with business owners to clarify:

  • How much capital you actually need (enough to scale, but not overextend)

  • What kind of capital fits your growth stage (debt, equity, hybrid)

  • What impact the raise will have on control, operations, and exit options

  • Which capital sources are viable for your business and why (strategics, family offices, lenders, or funds)


What We Help With

  • Defining your capital needs and growth objectives

  • Preparing financial materials and investor positioning

  • Identifying and approaching the right capital partners

  • Structuring term sheets and investor agreements

  • Supporting valuation, negotiation, and due diligence

  • Balancing near-term growth with long-term flexibility

We support founders who are raising for the first time, as well as experienced owners rethinking their approach to capital. This could be a founder evaluating a private equity offer, or a business owner weighing debt versus equity to fund expansion.

Plant growing from stacked coins, symbolizing long-term business growth through strategic capital

Business owners developing capital pitch strategy with advisory team

Our Experience

We’ve helped businesses raise capital from strategic investors, private equity, family offices, and senior lenders. That support includes everything from investor targeting and pitch development to deal structuring, valuation analysis, and negotiation.

We also support owners who are deciding whether to raise capital or pursue a partial exit. Our role is to provide clarity on your options — and help you execute if and when you're ready.


investor-partner-alignment-capital-support.jpg

Why Peninsula Road

We help business owners raise the right kind of capital, from the right partners, on terms that support long-term success.

Strategy before structure

We start by understanding what your business needs, not what investors want to sell you.

Independent advice

We’re not here to push a deal. Our work is about aligning capital with growth, not maximizing transaction volume.

Hands-on support

We help you prepare investor-ready materials, shape the narrative, and manage outreach, all with senior-level attention.

A trusted network

We work with private investors, family offices, and funds across North America. We’ll help you find partners who fit.


Illuminated lightbulb held in hands, symbolizing thoughtful capital strategy and readiness

Ready When You Are

Not every raise needs to happen now. But every raise benefits from preparation.

If capital is on your mind, we can help you understand your options and shape a suitable strategy. Even a short conversation can clarify your next step.


Insights for Growth Focused Owners