Simion Advisory

BACKGROUND

Please describe your company and position.

I am the Financial Modeling and Fundraising for a High-tech Drone Company of ScanareCuDrona.com

Describe what your company does in a single sentence.

We use drones, LiDAR, and state-of-the-art cameras to create accurate maps and clear images, useful in land transactions, construction, agriculture, forestry, and infrastructure inspections.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Simion Advisory to accomplish?

• Build a robust, investor-ready financial model to accurately forecast revenue, costs, and cash flow for ScanareCuDrona’s LiDAR scanning operations across multiple sectors.
• Define profitable pricing and service mix strategies to maximize margins and ensure sustainable growth.
• Prepare compelling fundraising materials to attract equity investors or strategic partners.
• Shorten the projected payback period and strengthen the company’s positioning for expansion into new markets.
• Provide the leadership team with clear, data-driven insights to guide capital allocation and strategic decision-making.

SOLUTION

How did you find Simion Advisory?

• Online Search
• Referral

Why did you select Simion Advisory over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Simion Advisory were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged the team to provide full financial modeling and fundraising support for ScanareCuDrona, our aerial LiDAR and photogrammetry business. Their work covered:

An in-depth market and competitor analysis for our target sectors, including forestry, agriculture, and infrastructure.
Designing a comprehensive, multi-scenario financial model that reflected our revenue drivers, investment requirements, and operational capacity.
Running valuation scenarios to help us understand potential equity and partnership opportunities.
Creating a professional investor pitch deck that clearly showcased our market opportunity, technical capabilities, and growth projections.
Advising us on the fundraising process, from identifying the right investor profiles to structuring proposals and preparing for due diligence.
Their expertise helped us gain clarity on our growth strategy and approach investors with confidence.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Developed a comprehensive financial model covering revenue forecasts, cost structures, cash flow projections, and ROI analysis for multiple LiDAR scanning service lines (forestry, agriculture, and infrastructure projects).

Identified profitable pricing strategies that increased projected gross margins by 18% compared to the initial business plan.

Produced an investor-ready deck and supporting documentation that enabled outreach to targeted funding sources, resulting in active discussions with two strategic investors within the first 60 days.

Improved capital allocation efficiency, reducing projected payback period from 36 months to 24 months.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team demonstrated excellent project management from start to finish. They provided a clear timeline at the outset and consistently delivered each milestone on or ahead of schedule. Communication was proactive and transparent, we always knew the status of the work and the next steps.

They were highly responsive to our needs, taking the time to understand our business model and sector specifics before making recommendations. Any questions or changes we requested were addressed quickly, often with additional insights that improved the final deliverables. We felt that they operated as a strategic partner, not just a service provider.

What was your primary form of communication with Simion Advisory?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was how they blended solid financial expertise with a clear understanding of the realities of our industry. They broke down complex financial concepts and turned them into strategies we could actually apply in our LiDAR scanning business.

Everything they did was tailored to us. The model wasn’t generic; every assumption reflected how we really operate and the markets we serve. They also had a knack for thinking a few steps ahead, anticipating the kind of questions investors would ask and making sure those points were already covered in the materials. That mix of foresight, customization, and sector know-how made them stand out from others we’ve worked with.

Are there any areas for improvement or something Simion Advisory could have done differently?

Overall, we were very satisfied with the work and outcomes. If we had to point out one area for improvement, it would be to allow a bit more time in the early stages for workshops or brainstorming sessions. While their team quickly understood our business and goals, a few extra discussions at the start might have helped us explore an even wider range of scenarios.

That said, they were always open to feedback, quick to adjust, and genuinely committed to delivering the best possible result.

BACKGROUND

Please describe your company and position.

I am the Co-Founder and Operational Director of AI Sentry

Describe what your company does in a single sentence.

We help enterprises design, build, and adopt AI that solves real problems. From strategy and data foundations to custom copilots and analytics, our work improves decisions, automates workflows, and reduces risk. You get measurable gains in revenue, cost, and speed, supported by secure, compliant delivery.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Simion Advisory to accomplish?

• Source and qualify strategic and financial investors
• Achieve the best price with a high probability of closing
• Maintain post-close options, including license-back and transition support

SOLUTION

How did you find Simion Advisory?

Referral

Why did you select Simion Advisory over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Simion Advisory were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

When we built AI-Sentry, our computer vision technology was strong, but our resources were thin. We had limited runway, limited bandwidth, and no clear path to monetization. What we needed was structure: a way to reduce execution risk and find the right partner to take the IP further than we could on our own.

Simion Advisory brought exactly that structure. They began by mapping our IP portfolio and identifying realistic commercialization routes. They built a valuation model anchored in comparable transactions and prepared all of the investor materials, including a teaser, CIM, and a secure data room. From the outset, everything was handled with discipline and precision.

The outreach process was managed end to end. Simion Advisory longlisted more than eighty-five potential buyers and investors, narrowed that down to twenty-two qualified prospects, and then ran structured outreach. Within weeks, they were coordinating management calls, qualifying interest, and arranging live demos of our technology. Their team made sure momentum never slowed, which allowed me to focus on presenting the company’s story.

When negotiations began, their value became even more clear. They took point on term sheets, exclusivity, and SPA redlines, keeping the priorities front and center: maximizing value, ensuring certainty of close, and preserving important options such as a license-back for transition. Simion Advisory orchestrated diligence across legal, technical, and commercial workstreams, while also managing the closing checklist, IP assignment, and funds flow.

The results were outstanding. In just six weeks, we signed eighteen NDAs and held eleven management meetings. Three term sheets followed. We selected the winning offer on both value and certainty, and the transaction moved from LOI to closing in record time. The deal included upfront consideration, plus an earn-out tied to deployment milestones. The IP transfer was clean, with an optional license-back that gave us flexibility during transition.

I particularly appreciated the way Simion Advisory worked with us. Weekly steering calls, a shared tracker for risks and workstreams, a single point of contact for all buyers, and sub-24-hour response times made the process seamless. Every document was organized in a permissions-based data room with full audit logs.

Looking back, I am confident that without Simion Advisory’s structured approach, we would not have achieved the same outcome. They gave us clarity, speed, and credibility at every step of the process.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

18 NDAs executed and 11 management meetings completed within six weeks of launch.

3 competitive term sheets received, with the winning offer selected based on total value and certainty of close.

Transaction signed and closed within in a few weeks from LOI, faster than typical M&A/IP monetization timelines.

Upfront consideration, supplemented by an earn-out tied to deployment milestones, ensuring both immediate value and future upside.

Clean IP transfer completed, with an optional license-back to support transition and flexibility for the founders.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Simion Advisory and Gabriel managed the process with a level of discipline and responsiveness that exceeded my expectations. Every deliverable, from the teaser and CIM to the investor landscape map, valuation memo, and data room setup, was completed on time and to a high standard. They worked with a clear schedule, maintained a shared tracker for all workstreams and risks, and kept me aligned through weekly steering calls.

What stood out most was their responsiveness. Whenever new information was needed or a buyer requested clarification, I had answers within twenty-four hours. They anticipated issues before they surfaced, flagged risks early, and adapted quickly to shifting dynamics during negotiations. I always felt that my priorities were understood and acted on immediately.

Their structured yet flexible approach gave me confidence throughout the transaction. I never had to chase them for updates, as they drove the process forward proactively while making sure I had full visibility and control at every step.

What was your primary form of communication with Simion Advisory?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What I found most impressive about Simion Advisory was the combination of structure and agility. They ran the process with the rigor of a large investment bank, yet operated with the speed and focus of a boutique. That balance meant we had both the discipline needed to reassure serious investors and the flexibility to adapt quickly as opportunities shifted.

Another unique strength was their ability to translate complex technology into a clear, compelling investment story. Our computer vision platform was highly technical, and not every buyer had the expertise to evaluate it in depth. Simion Advisory positioned the IP in a way that spoke both to strategic acquirers and financial investors, which broadened the pool of interested parties and directly led to competitive offers.

Finally, their responsiveness set them apart. I never waited more than a day for answers, even when multiple workstreams were running in parallel. That level of commitment created momentum and gave me confidence that no opportunity was slipping through the cracks.

Are there any areas for improvement or something Simion Advisory could have done differently?

Overall, the engagement exceeded my expectations, but as with any complex transaction there are areas that could have been refined. At times the pace of outreach and investor engagement felt almost too fast, and I would have appreciated a bit more time to prepare internally before some of the management meetings. A slightly more phased approach might have allowed us to go deeper with a few priority investors earlier in the process.

In addition, while the data room was comprehensive and well organized, the volume of documents and Q&A at peak diligence could feel overwhelming. A more visual or summarized view of progress through the diligence checklist might have helped me keep a clearer picture of what was still outstanding.

These are relatively small points in the context of an otherwise excellent process, but they are worth noting as opportunities to make an already strong approach even smoother for founders in the future.