Our Services
Our Services
At DAO, we deliver real results through disciplined transaction advisory and readiness support—helping you prepare with confidence, execute efficiently, and optimize outcomes with precision.
Advisory Services
Capital Raising Advisory
What we do:
- Capital strategy and fundraising roadmap
- Investor positioning and narrative development
- Pitch deck / investor presentation support
- Financial model review or development (where required)
- Investor outreach support (where applicable)
- Data room preparation and diligence coordination
- Term sheet support and negotiation support
- Transaction execution support to close
Sell-side M&A Advisory
What we do:
-
Sell-side strategy and process design
-
Valuation and deal structure support
-
Teaser / information memorandum support
-
Buyer list development and outreach support (where applicable)
-
Management presentation preparation
-
Data room setup and diligence coordination
-
Negotiation support (commercial and key terms)
-
Execution support through signing and close
Buy-side M&A Advisory
What we do:
-
Acquisition strategy and target screening support
-
Offer strategy, valuation and structure support
-
Diligence planning and coordination
-
Financial, commercial and operational assessment support
-
Negotiation support and key term structuring
-
Support through documentation and close
Transaction Readiness
Strategic Vision Refinement
What this covers:
-
Clarifying the strategic ambition and value creation thesis
-
Defining the “why now” for investors or buyers
-
Aligning leadership and stakeholders around the transaction objective
-
Refining the narrative and key messages
Business Plan & Financial Model Development
What this covers:
-
Business plan refinement and key assumptions review
-
Financial model development or enhancement (3–5 year view)
-
Scenario and sensitivity analysis
-
Investor-ready outputs and summary tables
Financial Assessment
What this covers:
-
Quality of earnings-style assessment (high-level, as needed)
-
Review of revenue drivers, margins, costs and working capital
-
Identification of risks, adjustments and key diligence topics
-
Financial clarity and documentation readiness
Transaction Value Advised
Capital Raising Advised
M&A Value Advised
Our team of experts will help you in all situations
At DAO, we start by listening carefully to understand your objectives, constraints, and the real issues behind the symptoms. We then diagnose the current state, map key stakeholders, and define a practical scope that aligns with timelines and decision-making. From there, we design a clear plan—priorities, deliverables, responsibilities, and success measures—so execution is structured and accountable. We work collaboratively with your team, bringing analytical rigor and hands-on support to reduce friction, surface risks early, and keep momentum. The result is clearer direction, stronger execution, and measurable outcomes.
