Advisory Services

Here is the process that DTP Capital Partners help you and your company go through to get to the financial goals you have:

  • Type of Capital

    Are you seeking the right type of capital for your situation?

  • Documentation

    Do you have the right documents for that capital type?

  • Audience

    Are you marketing those documents to the right audience?

  • Availability

    Have you confirmed your marketed audience has available capital?


DTP Capital clients, as part of our capital advisory services vertical, will review your company and will assign an initial "Capitalization Analysis Assessment". This "Capitalization Analysis Assessment" will then be the foundation and starting point to build upon. The objective is to identify and address the gaps within the assessment which will then enable us to share your company’s financing/investment opportunity with our capital partners.  By adopting to this structured method, your company increases its likelihood to receive the required funding. See below for a list of services and deliverables provided by DTP.

Some of those services your company may or may not need are listed below:

• Business Plan
• 1-Page Tear Sheet
• Executive Summary
• Presentation Deck
• Business Model Canvas
• Summary of products & services
• Projections, forecasts, Pro forma
• Sources & Uses Of Funds
• Current balance sheet
• Current profit & loss statement
• Current cash flow statement
• Business valuation
• Debt Summary Schedule
• A/R & A/P Aging Reports
• Market research feasibility report
• Leadership team bios/resumes
• Offering docs (circular/ PPM)
• Virtual Data Room Built
• Investment Return Analysis & Creation (IRR/NPV)
• Documents For Capital Type completed
• Due Diligence & Underwriting Support
• Identification of Most Appropriate Capital Type and Funding Structure
• Identify & Confirm Capital Partner Interest

DTP Capital Partners can help you with all of these documents and services.

DTP Capital Partners Capital Advisory Services Vertical is a documentation, due diligence & underwriting support system that serves both the enterprises seeking capital and the capital marketplace. Specifically, DTP Capital Partners has implemented this service as the document manager for family offices, angel networks, web-based capital platforms, high net-worth individuals, broker dealers, private equity bankers and venture capitalists. In this way, DTP Capital Partners serves as a compliant, professional, timely, and experienced due diligence firm that delivers confidence to investors and lenders that when DTP Capital Partners endorses a project, it is sound. The backbone of the Capital Advisory Services division is DTP Capital Partners’ Capitalization Analysis Assessment that confirms enterprise qualification and capital type.

Lending Products & Services

DTP’s loan advisory services program is a comprehensive service provided to companies seeking debt financing. The advisory program includes deliverables including loan structuring consultation, loan package preparation including professionally prepared transaction presentation summaries and debt placement and negotiation services. DTP Capital partners with capital sources nation-wide and keenly understands their investment criteria & underwriting guidelines. These cultivated relationships provide DTP Capital Partners with a definitive advantage for initial funding consideration for its’ clients based upon the trust built with the capital sources that the deals that are sent their way for consideration have been vetted by DTP and are presented only when the client is prepared for capitalization.

If you’re ready to start working on your funding and/or advisory needs, click on the Get Started Link and answer a few questions about your company. One of our team members will reach out to you to begin our DTP (Diligent, Transparent, Passionate) process within 24 hours.

Get Started


8400 W. Sunset Road
Suite 300
Las Vegas, Nevada 89121

(702) 381-1272