Capital Raise Toolkit

Prepare your cannabis business for fundraising with equity investors or debt lenders with Tivity’s Capital Rause Toolkit. We develop dynamic financial models, defensible valuation, polished pitch decks and summaries, and a secure data room that streamlines investor outreach and due-diligence. Our process helps operators present a clear, credible opportunity to cannabis investors, lenders, and strategic partners.

Debt vs Equity

Debt and equity both offer different paths to funding, each with their own impacts on control, cash flow, and long-term growth. We help you explore both options to understand how they shape your financial performance and align with your business goals.

Financial Modeling

More than a pro-forma. Built with real pricing, cost, and product-level sales data to forecast revenue accurately. Dynamic inputs let you adjust pricing, staffing, and expansion plans over time. The model grows with your business and helps you manage capital with clarity.

Pitch Materials

The bundle covers every document investors expect to review, packaged to clearly communicate the strength of your business and the opportunity.

  • Executive Summary
  • Pitch Deck
  • Investor Accreditation Form
  • Forecasted Financial Statements
  • Executive Summary
  • Forecasted Financial Statements
  • Pitch Deck
  • Investor Accreditation Form

Expert Review Panel

Your full investment package is reviewed by a team of experienced operators, legal experts, and business professionals who understand what investors look for. Their insights help refine your strategy, flag potential issues, and ensure your pitch is ready for serious conversations.

Secure Data Room

A data room is a private, access-controlled portal where you host all the documents investors need to evaluate your business. It keeps your materials organized, protects confidential information, and lets you manage who sees what and when. Using a data room shows professionalism and gives you better visibility into investor interest and activity.

Our Process

Step 1 icon for Discovery and Planning phase of cannabis fundraising

Discovery & Planning

We start by meeting your team and understanding your business objectives so we can build a plan that aligns your goals with the best fundraising strategy.

Step 2 icon for Financial Model development in cannabis capital raising process

Financial Model

We build a dynamic model grounded in current market data and product-level sales assumptions to project your revenue, expenses, and cash flow with precision.

Step 3 icon for Valuation phase in cannabis business fundraising process

Valuation

A data-backed DCF valuation gives you a defensible business value grounded in real cash flow projections, offering more credibility than market comps or rule-of-thumb estimates.

Step 4 icon for Structure and Governance phase in cannabis fundraising process

Structure & Governance

Recommendations focus on refining your corporate structure and operating agreement to reduce risk, improve transparency, and align with what investors and lenders look for.

Step 5 icon for Pitch Materials development in cannabis capital raising process

Pitch Materials

All key insights from your model, valuation, and governance are distilled into polished documents designed to capture interest and build credibility with investors and lenders.

Step 6 icon for Review and Feedback phase in cannabis fundraising process

Review & Feedback

Your complete package is evaluated by seasoned operators and advisors who offer practical, investor-focused recommendations to improve clarity, credibility, and overall readiness.

Step 7 icon for Data Room Launch phase in cannabis fundraising process

Data Room Launch

A private data room is set up to host your investment materials, giving you full control over access, visibility into investor activity, and a professional platform to manage outreach.

Q&As

Most consultants provide strategy or generic templates. We build everything investors and lenders expect to see including a dynamic financial model, defensible valuation, professional pitch materials, and a secure data room. Your entire package is reviewed by industry experts before you share it.

Investors need to see the numbers behind your story. A well-built financial model and a credible valuation give them confidence in your plan and help you defend your ask.

Yes. The materials are designed to support either capital path. Whether you are pitching to lenders or equity investors, the structure and content show you are prepared and professional.

This is built for aspiring, conditional, or active licensed cannabis operators who want to raise capital. We work with cultivators, processors, and dispensaries who are serious about growing their business the right way.

We typically complete the full package in four to six weeks. Timelines depend on how quickly we can access your financials, licenses, and operating agreements. We move at your pace and prioritize quality and investor readiness over speed.

Write a question for “How much does this service cost?” and state that it depends on the number of licenses and business objectives. Most packages range between $7k and $10k.

Strategic Review Board

Cannabis marketing professor and revenue operations consultant with CPG and brand development expertise

Nick Young

Strategy & Marketing

Cannabis legal strategist and public policy expert with regulatory and social equity expertise

Roosevelt J. Donat, Esq.

Legal Strategist & Public Policy Expert

Bill Huber, Esq.

Dispensaries & Cannabis Law

Chinedu U. Nworu, Ph.D MBA

Investor Readiness & Community Impact

Cannabis master grower and cultivation consultant with 18 years of indoor and outdoor grow experience

Davis Lang

Cuiltivation & Buildouts

Cannabis business strategy and financial modeling consultant with MBA and enterprise software background

Kevin Fidler

Strategy & Financial Modeling

Next Steps... Schedule a Call

Disclaimer:
Tivity Labs, Inc. is not a broker-dealer, investment advisor, or law firm. All services described on this page are consulting services only and are provided for informational purposes. Nothing herein should be considered financial, legal, or investment advice, or a solicitation to buy or sell securities. Clients are encouraged to consult with licensed financial, legal, and tax professionals before making any business or investment decisions.

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