Investor Introduction & Matchmaking

Take the first step towards financial clarity, strategic capital planning, and business success. Whether you’re starting a business, raising investment, or safeguarding your wealth, our advisors are here to guide you.

Epiidosis Global Finance LLC-FZ offers a bespoke Investor Introduction & Matchmaking service designed to connect investment-ready businesses, scale-ups, and fund seekers with a curated pool of 115,000+ accredited investors, venture capitalists, private equity firms, family offices, and sovereign investment mandates across key geographies including the UAE, USA, UK, Singapore, Luxembourg, and India.

Our solution is tailored to maximize your funding success through a structured process that combines investor profiling, precision matchmaking, communication facilitation, and post-introduction support.

Secure warm introductions to aligned investors.

Ensure strategic fit across ticket size, sector focus, and stage.

Drive capital commitment through structured engagement cycles.

Optimize communication through briefing kits and managed follow-ups.

Enhance trust and credibility in investor-facing interactions.

Core Deliverables

Investor Shortlisting

Identification and curation of 5–25 potential investors based on sector, geography, and capital mandate alignment.

Investor Briefing Pack

Preparation of investor-ready documents: 2-page teaser, one-pager, investor deck, and data room summary.

Outreach Campaign

Strategic campaign via email and WhatsApp, personalized per investor segment, coordinated by Epiidosis relationship managers.

Warm Introductions

Direct introductions to shortlisted investors with tracking and feedback loop.

Meeting Coordination

Scheduling, briefing, and follow-up of virtual or in-person meetings (if applicable).

Investor Feedback & Insights

Collection of investor sentiment, objections, and interest levels to fine-tune approach.

Optional Add-ons

- Term sheet negotiation support - Due diligence coordination - Syndicate creation

Process & Workflow

Phase 1: Profiling & Onboarding

Client intake interview & onboarding checklist
Review of business plan, projections, and case
Fundraising analysis (equity/debt/hybrid)

Phase 2: Investor Mapping & Strategy

Match with internal investor database
Filter by sector, region, thesis
Final shortlist approval by client

Phase 3: Communication & Introductions

Custom investor communication assets
Outreach via campaigns & direct channels
Investor meetings + briefing support

Phase 4: Follow-up & Conversion

Track investor interest & responses
Advisory on objections & re-engagement
Coordinate legal & financial closure

Phase 5: Deal Finalization

Negotiation of terms and pricing
Signing of investment documents
Regulatory filing & compliance mapping

Phase 6: Post-Deal Support

Investor onboarding coordination
Monitoring and compliance support
Ongoing reporting templates & updates

Startup Founders

Seed to Series B companies seeking equity, convertibles, or SAFE investments.

Growth-Stage Enterprises

Post-revenue businesses expanding into new geographies or product lines.

Real Asset Owners

Infrastructure, energy, real estate companies with capital-backed projects seeking strategic investment.

Social Impact Ventures

ESG, climate-tech, or health/education-focused ventures aligned with SDG/impact investing mandates.

Advisory & Facilitation Fee

$5,000 – $25,000

Based on deal size, complexity, and outreach scope

Standard

1%-3%

Of capital successfully raised through matched investors (upon disbursement or contract signing)

Note: Success fee and engagement terms are governed under a signed mandate agreement with clear milestone definitions.

Estimated Timeline

Phase	Duration
Onboarding & Collateral	5 – 10 business days
Investor Mapping & Match	10 – 15 business days
Outreach & Scheduling	4 – 6 weeks (active outreach)
Ongoing Follow-Up	Up to 3 months (conversion cycle)
Total Engagement Period	1 to 3 months, with option for retainer extension or fundraising closure advisory

Advisory & Facilitation Fee

$5,000 – $25,000

Based on deal size, complexity, and outreach scope

Standard

1%-3%

Of capital successfully raised through matched investors (upon disbursement or contract signing)

Value Propositions

Global Investor Network

Access to institutional, private, and family office capital pools across continents.

Sector-Specific Matching

Deep filtering by industry niche, round size, and business model.

Confidential & Compliant

All interactions are managed with strict confidentiality and regulatory compliance.

End-to-End Support

From campaign design to meeting follow-ups, our advisory team facilitates every step.

Investor-Grade Collateral

Investors receive professional documentation aligned with international VC/PE standards.

To activate this service, clients must provide:

Required Client Inputs

✔ Registered corporate documents

✔ Updated business plan and pitch deck

✔ Shareholding structure & cap table

✔ Financials (audited or management accounts)

✔ Funding ask & valuation expectations

✔ Preferred investor profiles (if any)

All introductions are made in line with

Compliance Notes

Investor engagement does not constitute financial brokerage or licensed capital pooling. Introductions are made for strategic collaboration and investment exploration purposes only.

Meydan Free Zone regulations

Cross-border investment facilitation norms

KYC & AML checks where applicable