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Waveup Unclaimed

Advisory

waveup.com

Waveup is a strategic advisory firm helping startups and growing companies raise capital and optimize exits through fundraising, M&A, and growth strategy.

Waveup is a strategic advisory and fundraising partner that supports startups and growth-stage companies in raising capital, executing exits, and accelerating growth. The firm provides end-to-end services that include investment materials creation (pitch decks, business plans, teasers), financial modeling, investor relations, and post-investment reporting; outsourced M&A advisory with CIM development and valuation; growth and go-to-market strategy, market research, and market-entry analysis; and design services for compelling investor and sales presentations. With industry focus spanning Healthtech, Biotech, MedTech, Femtech, Wellness, Consumer Goods, Cannabis and Psychedelics, and more, Waveup serves founders, executives, and investors seeking clarity, credibility, and measurable outcomes.

To help founders access capital and strategic opportunities by delivering clear investment materials, rigorous financial modeling, strategic go-to-market guidance, and trusted investor relations.

What we offer

Investment Materials Creation

Service

Enhance fundraising success with tailored investment materials for startups.

waveup.com/investment-materials-creation/

Investor Targeting and Outreach

Service

Streamline investor outreach and engagement for successful fundraising.

waveup.com/investor-targeting-and-outreach/

Due Diligence Consulting

Service

Facilitates comprehensive due diligence for fundraising and M&A activities.

waveup.com/due-diligence-consulting/

Post-Investment Reporting and Communication

Service

Enhances investor relations through consistent updates and reporting.

waveup.com/post-investment-reporting-and-communication/

Pre-seed Funding Services

Service

Streamlined support for startups to raise early-stage funding effectively.

waveup.com/pre-seed-funding-services/

Seed Funding for Startups

Service

Expert support for seed funding, ensuring startups are well-prepared to secure investments.

waveup.com/seed-funding-for-startups/

Series A Funding Advisory

Service

Guidance and resources for successful Series A capital raising.

waveup.com/series-a-funding-advisory/

Series B Funding Services

Service

Expert guidance to secure Series B funding and boost growth.

waveup.com/series-b-funding-services/

Confidential Information Memorandum (CIM) Development

Service

Expertly crafted CIMs that enhance investment appeal.

waveup.com/confidential-information-memorandum/

Industry Analysis Services

Service

Enhance strategic decisions with thorough industry insights.

waveup.com/industry-analysis-services/

Business Valuation Services

Service

Accurate valuation services for effective business decision-making.

waveup.com/business-valuation-services/

Go-To-Market Strategy

Service

Expert guidance on market entry strategies for startups.

waveup.com/growth-strategy/

Market segments

Market size by segment

Growth potential (CAGR)

Capital raising advisory

2.4 Billion USD8% CAGR

Services that prepare companies for equity financings, covering fundraising strategy, round-specific advisory (pre-seed to Series B), investor targeting and outreach.

Mergers and acquisitions advisory

28.62 Billion USD2.6% CAGR

Advisory and execution support for buy- and sell-side M&A, including valuation, confidential information memorandum (CIM) development, due diligence coordination, and transaction marketing.

Investor materials and communications

3.5 Billion USD9% CAGR

Creation and management of investor-facing collateral and communications, including pitch decks, teasers, business plans, and ongoing investor reporting.

Financial modeling and valuation

7 Billion USD7% CAGR

Financial modeling, forecasting, scenario analysis and formal valuation services to support fundraising, strategic planning and transaction decision-making.

Go-to-market and market research

80 Billion USD6.5% CAGR

Market research, market-entry analysis, competitive landscape assessment and go-to-market strategy to inform positioning and growth planning.

More information about our offering

Investment Materials Creation

End-to-end fundraising materials creation for startups, including pitch decks, business plans, and investment teasers to support capital raises. It also includes financial model creation and consulting, optimizing business strategies for efficient fundraising.

  • Predict Cash Movement
    Provides detailed insights into financial health, ensuring informed decision-making for investors and stakeholders.
  • Build Unique Financial Projections
    Ensures that each model aligns perfectly with the startup's unique business dynamics and funding requirements.
  • Creates Compelling Presentations
    Utilizes expert insights and design principles to produce pitch decks that effectively communicate the startup’s potential to investors.
  • Enhances Financial Clarity
    Constructs detailed financial models that demonstrate expected revenues, expenses, and cash flows, crucial for informed investment decisions.
  • Evaluate Different Strategies
    Enables startups to assess potential outcomes and adjust their strategies based on various funding scenarios.
  • Anticipate Future Earnings
    Guides financial planning and helps attract potential investors with realistic profit projections.
  • Supports Comprehensive Fundraising
    Delivers a detailed business plan that outlines the startup’s vision, mission, market analysis, and financial projections, essential for attracting investors.
  • Monitor Cash Drain Rate
    Helps startups understand their spending patterns and assess the sustainability of their operations.
  • Generates Investor Interest
    Crafts engaging investment teasers and one-pagers that succinctly convey the startup's value proposition and capture investor interest.

Investor Targeting and Outreach

Targeted investor outreach to identify and engage potential investors and manage communications. This service complements fundraising efforts by ensuring that investor interactions are strategic and impactful.

  • Identify Key Investors
    Utilizes market intelligence to pinpoint and attract investors aligned with your business vision.
  • Manage Investor Relations
    Ensures timely responses and maintains meaningful dialogue, enhancing relationship-building for funding.

Due Diligence Consulting

Due diligence support for fundraising and M&A processes, including diligence coordination. This service enhances transparency and supports informed decision-making in capital raises.

  • Streamlines Due Diligence Processes
    Ensures thorough preparation and timely execution of due diligence efforts to support informed decision-making during fundraising and mergers & acquisitions.
  • Enhances Stakeholder Communication
    Facilitates clear communication channels and document management for all parties involved, thus reducing operational friction during the due diligence process.

Post-Investment Reporting and Communication

Post-investment reporting and ongoing communications with investors. This service ensures that stakeholders receive timely insights into business performance, fostering trust and confidence.

  • Facilitates Ongoing Investor Engagement
    Ensures investors receive timely updates on performance metrics and company developments, fostering trust and transparency.
  • Aligns Expectations and Builds Relationships
    Utilizes targeted messaging to align investor expectations and strengthen relationships through clear communication.

Pre-seed Funding Services

Advisory and execution support for pre-seed fundraising, integrating critical elements of strategic fundraising, investor relationships, and financial modeling.

  • Builds Effective Presentation Materials
    Development of impactful materials that clearly communicate the startup's vision and value to potential investors.
  • Projects Financial Outcomes
    Helps startups visualize financial viability and attract investor confidence.
  • Enhances Fundraising Strategy
    Strategic counseling to tailor fundraising approaches for optimal success.
  • Strengthens Investor Connections
    Enhances communication with potential and existing investors to build robust relationships and trust.

Seed Funding for Startups

Seed-stage fundraising advisory and execution support, including targeted outreach and strategic communication with investors.

  • Access Capital Efficiently
    Our tailored strategies and materials enable startups to attract the right investors quickly and effectively.
  • Demonstrate Financial Viability
    Our financial models accurately reflect business performance and growth potential, increasing investor confidence.
  • Build Strong Investor Relationships
    We help startups establish and maintain valuable connections with potential investors to enhance fundraising success.
  • Enhance Investor Trust
    We facilitate ongoing communication with stakeholders, ensuring they are informed and engaged with business progress.

Series A Funding Advisory

Series A fundraising advisory and preparation, equipping startups with the necessary tools and insights to engage investors effectively.

  • Enhance Investment Appeal
    Tailored strategies to make your investment proposition attractive to potential investors.
  • Create Compelling Investor Materials
    Development of engaging and professional materials to effectively communicate your startup’s value.
  • Provide Financial Clarity
    Accurate financial models that outline market potential and funding requirements.
  • Facilitate Connections
    Build relationships with suitable investors and manage communication efficiently.
  • Ensure Continued Investor Engagement
    Support in maintaining transparency and engagement with investors following capital raising.

Series B Funding Services

Series B fundraising advisory and preparation for growth-stage companies, ensuring they have tailored strategies to engage investors effectively.

  • Enhance Funding Opportunities
    Receive tailored support that helps transition your startup into a growth phase.
  • Develop Compelling Materials
    Get expertly crafted presentations and documents that clearly communicate your value proposition.
  • Forecast Financial Growth
    Utilize detailed financial models to project your company's growth trajectory.
  • Build Strong Investor Relationships
    Elevate your communications with investors through strategic outreach and engagement.
  • Maintain Investor Confidence
    Deliver regular updates and reports to investors, demonstrating your company’s growth and performance.

Confidential Information Memorandum (CIM) Development

Outsourced CIM development covering executive summary, company overview, financial performance, growth opportunities, and organizational structure, aiding effective investor communication.

  • Craft Your Executive Summary
    Delivers a compelling executive summary that encapsulates your business’s value proposition.
  • Highlights Your Business
    Provides potential investors with a clear understanding of your company, its mission, and its market position.
  • Identify Growth Paths
    Explores potential growth avenues for your business, demonstrating future profitability to stakeholders.
  • Detail Financial Insights
    Provides an in-depth analysis of your past financial performance alongside projections.
  • Showcase Your Team
    Presents your leadership team's background, adding credibility to your business proposal.

Industry Analysis Services

Industry analysis to inform growth strategies and deal targeting, evaluating market dynamics and competitive landscape for informed decision-making.

  • Deliver In-Depth Market Understanding
    Provides insights into market trends and consumer behavior.
  • Identify Competitive Advantages
    Analyzes competitor strengths to help clients position themselves effectively.
  • Adapt Strategies to Changing Markets
    Equips clients with knowledge to adapt strategies.

Business Valuation Services

Valuation services for transactions, fundraising, and strategic planning, enabling businesses to understand their worth in the marketplace.

  • Provides Reliable Valuation Results
    Delivers comprehensive valuation assessments that support transactions and fundraising efforts.
  • Enhances Transaction Outcomes
    Provides insights crucial for informed decisions during mergers.
  • Facilitates Capital Raising Efforts
    Helps companies create compelling investment materials that attract investors.
  • Supports Informed Strategic Decisions
    Empowers businesses to make informed decisions based on valuations.

Go-To-Market Strategy

Go-to-market strategy development, including market research and entry strategy, to position the startup effectively in the market.

  • Identify Paths To New Markets
    Comprehensive evaluation of various approaches for market entry.
  • Assess Market Size And Potential
    In-depth assessment of the landscape, identifying viable opportunities for growth.
  • Gather Insights For Informed Decisions
    Research that provides critical insights necessary for strategic planning.

References

Methodology and sourcing behind the figures shown above.

Capital raising advisory

No explicit market-size or CAGR figures were present in the supplied search results (they are firm service pages and market-structure guidance). I estimated the market using internal industry reasoning: global early-stage (pre-seed to Series B) private financings are on the order of low-hundreds of billions USD annually; assuming ~USD 180–220B of capital raised annually in that segment and an effective average advisory fee/penetration of roughly 1.0–1.5% (weighted down because many early rounds use no paid adviser but smaller rounds command higher fee rates), yields an advisory services market of about USD 2.0–3.3B; I selected a midpoint estimate of USD 2.4B. Growth potential (CAGR ~8.0%) reflects continued expansion of private capital markets, ongoing startup formation, increasing use of professional fundraising support, and digital/intermediary reach—tempered by fundraising cyclicality and potential fee compression.

Mergers and acquisitions advisory

Estimates based on multiple market-research reports in the provided search results. Reanin reports a 2025 market value of USD 28,622.01 million with a 2.6% CAGR; MarketReportsWorld reports ~USD 27,946.6 million (2024) with a 2.5% CAGR; BusinessResearchInsights reports ~USD 29.28 billion (2026) with a 2.5% CAGR. I used the midpoint/consensus of these sources for the market size (≈28.62B) and selected 2.6% as the representative CAGR.

Investor materials and communications

Estimated by reconciling published investor-relations/IR software market figures: MRFR reports a 2024 software market of $5.1B with a 9.27% CAGR; The Business Research Company (via NatLawReview) reports ~$2.99B in 2024 and projects 10.1% CAGR to 2029. The broader public-relations/communications market is much larger (~$172.4B by 2032 at 6.3% CAGR). Because the user segment (creation and management of investor-facing collateral and reporting) spans services and some software/tools, I selected a mid-point service-focused estimate (~$3.5B) and a growth rate (9.0%) between the IR-software and IR-solutions forecasts.

Financial modeling and valuation

No explicit market-size or CAGR figures were present in the supplied search results. I estimated the global market for financial modeling & valuation services (including specialist advisory, outsourced modeling/valuation, related FP&A software and training) at roughly $7 billion. Rationale: this segment is a subset of corporate finance/advisory and FP&A/CMP software markets — both multi‑billion-dollar categories — and financial-modeling/valuation work is a recurring, specialized professional service used across M&A, fundraising, strategy and FP&A. Demand drivers (ongoing M&A and fundraising activity, increased FP&A sophistication, SaaS automation and regulation) support moderate growth; I therefore estimate a mid-single-digit CAGR (~7%).

Go-to-market and market research

Search results describe scope and importance of go-to-market (GTM) and market‑research services (market-entry analysis, competitive assessment, GTM planning) but do not include explicit market‑size or CAGR figures. I estimated the market using internal industry benchmarks: the global market‑research services industry is commonly in the low‑to‑mid tens of billions (roughly $70–80B) and GTM/market‑entry strategy services (a niche within marketing and management consulting) add several billion dollars in professional services revenue. Combining those adjacent service pools yields an approximate global addressable market of ~$80B for “go‑to‑market and market research” professional services. Growth drivers supporting a mid‑single‑digit to high‑single‑digit CAGR (estimated 6.5%) include sustained demand for product launches and market entry support, increased use of data/AI for market intelligence, and higher adoption of structured GTM processes across B2B and B2C organizations. Note: searchResults contained qualitative demand signals but no explicit market‑size or CAGR data, so values above are estimates based on internal industry benchmarks and observed demand trends in the provided sources.

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