Your evidence is your story.

Proven methodology, driven by trust.

Tailwind's proven methodology elevates your story from your evidence, to build trust and earn conviction. Tailored for each client's unique context, our process is anchored by our team’s expertise, deep research and analysis bench strength, and demonstrated outcomes. 

How we work

People

Experts in finance, strategy, and storytelling who are devoted to your outcomes.

A network of thought leaders, super-connectors, and capital providers who are aligned with our values.

Partnership

We partner with clients over the long term, integrating strategic finance capacity into your team.

Our engagement model dedicates resources and prioritizes intentional, intelligent growth.

Process

We build the evidence that demonstrates the strength of your opportunity, and we elevate the story from that foundation.

Our outreach approach curates prospective capital partners, to bring the right capital to the table.

Tailwind is a registered Exempt Market Dealer (EMD) in Canada, which means we are authorized to facilitate private debt and equity securities transactions to accredited investors.

Our approach

We work with management teams across the lifecycle – through formation, growth, restructuring, and exit.


In any scenario, the transaction is a moment in time. What you do before, during, and after the deal has a significant impact on your desired outcome.


Our methodology emphasizes the importance of diligent preparedness before a transaction, aligning parties during a deal, and enabling information symmetry after close.


This approach has proven to deliver optimal outcomes, with an unmatched close rate.


Phase I.

Diagnostics

We work together to thoroughly understand your business through our diagnostic framework and initial analysis, addressing opportunities and vulnerabilities. 

Capital Strategy

We clarify objectives, positioning, financing pathways, and trajectory; our research and analysis informs strategic management decisions around risk mitigation, and capital structure, sources and uses. 

Evidence

We conduct research, analysis, and financial modeling, and structure your evidence to comprehensively suit strategy and defensibly demonstrate your value proposition. 

Story

We craft a compelling narrative as it emerges from the evidence, and build materials to articulate your story for the right capital partner.


Phase II.

Outreach

We curate prospective capital partners, make warm introductions, manage the pipeline, and facilitate conversations. Regular research-backed updates enable continuous connectivity – and earns conviction. 

Deal

We provide valuation analysis, deal structuring, and guidance on term sheet negotiation, and we help you to manage relationships to close and beyond. We also take care of logistics like NDAs and virtual data room management.


Phase III.

Strategic Finance

Continuing support to inform management decisions relating to capital strategy post-close and in preparation for subsequent financings. 

Investor Relations

We build regular, substantive updates to keep existing shareholders and future prospective capital partners informed and connected.


Case Studies

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