Renais Capital is a boutique financial firm built for founders, operators, and investors who demand institutional-grade advisory — with the speed and independence that large banks cannot offer.

3
Business Arms
40+
Service Lines
CPA
Licensed & Credentialed
24h
Response Time
The Firm
"We help businesses understand their financials, prepare for transactions, and structure capital efficiently."

Renais Capital operates at the intersection of financial advisory, capital markets, and direct investment. We were built to serve the companies and investors that traditional banks deprioritize — growth businesses, entrepreneurs, and operators making real decisions with real stakes.

Our principal brings together accounting rigor, financial modeling depth, credit analysis expertise, and executive-level operating experience — combined with AI-powered analytical systems that let us move faster and think more precisely than any traditional advisory team.

Not a consultant. Not a bank. Your unconflicted financial partner — from the first model to the final close.

What We Do

Three arms.
One firm.
Full coverage.

Advisory, capital markets, and investments — each arm is a complete practice built to serve a distinct need. Together they form a financial system that takes a business from clarity to capital to growth.

I
Renais Advisory
Financial & Transaction Advisory
+
Financial advisory
Core advisory — where every client relationship starts

The foundation of the firm. Financial modeling, M&A preparation, fractional CFO services, and credit readiness — delivered with accounting rigor, modeling depth, and executive-level precision.

📊 Financial Modeling
3-Statement Financial Model
DCF Valuation
Scenario & Sensitivity Analysis
Budgeting & Forecasting
🧾 Transaction Advisory
Data Room Setup & Organization
Key differentiator
Financial Due Diligence Support
Buy-Side Financial Analysis
Sell-Side Financial Preparation
🧠 CFO Advisory
Cash Flow Management
KPI Dashboards
Financial Strategy
Margin Optimization
🏦 Credit & Debt Readiness
Debt Readiness Assessment
Lender-Ready Financial Package
Tax Efficiency Strategy
CPA-led
Capital Structure Design
Start Advisory Engagement → Retainer $2K–$15K/mo · Projects from $2,000
II
Renais Capital Markets
Debt, Capital & Deal Structuring
+
Capital markets
Capital markets — where analysis becomes capital

Where your financial story becomes capital. We package your business for lenders, structure the deal, and deliver the financial strategy that moves transactions from analysis to close.

💵 Debt Advisory
Debt Structuring
Loan Packaging
Financing Strategy
Debt Service Coverage Analysis
📋 Capital Preparation
Investor Pitch Deck
CIM (Confidential Info Memorandum)
Financial Package
Data Room Readiness
🧩 Deal Structuring
Sources & Uses Statement
Capital Stack Design
Return Modeling (IRR/MOIC)
Exit Scenario Analysis
📊 Capital Strategy
Capital Raise Strategy
Equity & debt roadmap
Lender Readiness Report
Investor Readiness Report
Advisory Mandate
Structured per engagement
Discuss a Capital Mandate → Projects $5K–$25K · Retainer advisory available
III
Renais Investments
Private Equity, Real Estate & Co-Investment
+
Real estate investments
Advisory + Principal — Renais advises and invests alongside clients

Two ways to engage. As your financial advisor, we deliver institutional-grade analysis for your acquisitions and development projects. As your co-investment partner, Renais Capital enters the deal alongside you — structuring the SPV, sourcing co-investors, and building equity together.

Sub-A Investment Advisory — You execute, we analyze
🏢 Private Equity — SMB
Business Acquisition Analysis
Full underwriting memo for your target
Deal Underwriting
IRR, MOIC & debt coverage modeling
Turnaround Strategy
Distressed business financial restructuring
🏗️ Real Estate
Development Pro Forma & Feasibility
Land to close — full financial model
Construction Budget & Cost Control
Draw schedule, hard/soft cost tracking
Acquisitions Underwriting & Return Modeling
Cap rate, cash-on-cash, exit scenarios
Sub-B Direct Investment & Co-Investment — We invest alongside you
🤝 Independent Sponsor
Deal Sourcing & Origination
Renais identifies & structures the opportunity
SPV Formation & Capital Structuring
GP/LP structure, Reg D, co-investor packaging
SMB Acquisition — Co-Investment
Renais enters as GP alongside investors
🏙️ Real Estate — Principal
Real Estate Co-Investment
Development & acquisitions — GP/LP structure
Deal Structuring & Investor Relations
SPV docs, PPM, Form D, waterfall modeling
Portfolio Building Strategy
Multi-deal pipeline for long-term wealth

Co-investment engagements are structured as private placements under Regulation D. Renais Capital participates as General Partner. Open to accredited investors only. Each deal is evaluated individually.

Explore Advisory or Co-Investment → Advisory from $3K · Co-investment: deal by deal

Built for
those who move
capital forward.

Renais Capital operates where strategy meets execution — bringing institutional discipline to the clients who need it most and deserve it most.

How to Start

Three ways in.
One clear path forward.

01
Project · One-Time
Financial Clarity
From $6,000 – $14,000
  • 3-Statement Financial Model — fully linked & dynamic
  • DCF Valuation with scenario & sensitivity table
  • KPI Dashboard — board-ready format
  • 13-Week Cash Flow Forecast
  • Strategy session & full model walkthrough
  • Executive summary for stakeholders & lenders
Get Started →
02
Project · One-Time
Deal Ready
From $18,000 – $35,000
  • Everything in Financial Clarity
  • Data Room — built, organized & audit-ready
  • EBITDA normalization & quality of earnings
  • Buy-side or sell-side financial analysis
  • Due diligence preparation & checklist
  • Debt structuring & loan packaging
  • Lender & investor readiness report
Get Started →
Most Popular
03
Monthly Retainer · Min 3 Months
Fractional CFO
$6,000 – $15,000 /month
  • Dedicated CFO advisory — up to 40 hrs/month
  • Monthly financial close & reporting package
  • Cash flow management & 13-week forecast
  • Budget vs. actual variance analysis
  • KPI dashboard — updated monthly
  • Board & investor presentation support
  • Financial strategy & capital planning
  • Unlimited strategic advisory calls
Get Started →
04
Project · Full Mandate
Capital Ready
From $40,000+
  • Everything in Deal Ready
  • Investor Pitch Deck — institutional quality
  • CIM (Confidential Information Memorandum)
  • Capital stack design & financing strategy
  • Return modeling — IRR, MOIC & exit scenarios
  • Capital raise strategy & investor roadmap
  • SPV / co-investment structure available
  • Fractional CFO retainer available post-close
Get Started →
Renais Investments

Real Estate.
Construction. Businesses.

Real estate development
🧱
Development
From land to project. We analyze feasibility, model the pro forma, and structure the capital to make a development financially viable.
Feasibility analysis & market study
Project financial modeling (pro forma)
Development strategy & phasing plan
Capital planning & equity/debt raise
Construction
🏗️
Construction
The financial backbone of every build. Budget discipline, cost control, and project oversight from groundbreak to certificate of occupancy.
Construction budget development
Hard & soft cost tracking
Lender draw schedule management
Project completion financial oversight
Real estate acquisitions
🏢
Acquisitions
Disciplined underwriting for income-producing and value-add properties. We stress-test the numbers and structure deals to maximize risk-adjusted returns.
Property underwriting & cash flow analysis
Cap rate benchmarking & valuation
Value-add strategy & renovation budget
Investor waterfall & return modeling
HVAC business acquisition
🤝
Businesses
Private business acquisitions — from deal sourcing and underwriting to co-investment structuring. Renais identifies the opportunity, models the return, and can enter as your GP partner.
SMB deal sourcing & origination
Business acquisition underwriting
Independent sponsor / SPV structuring
Co-investment & carried interest model
Renais Capital · New York
Every great deal
starts with a single
conversation.
24h
Response Time
$2K
Starting From
Start a Conversation

We are selective.
That's the point.

Renais Capital works with founders, operators, executives, and investors who are serious about their financial decisions. If your situation warrants institutional-grade advisory, capital structuring, or direct investment support — we want to hear from you.

Response within 24 business hours