Raising capital
Our capital-raising services involve helping business owners raise capital either through the issuance of equity, debt, or both. This includes business valuation, creating investor/lender presentations, research and outreach to investors/lenders, participation in management presentations, analysis of offers, and deal negotiation.
Our capital-raising services encompass a
comprehensive approach, including:
Financial Compliance
Ensuring meticulous upkeep of client books in
adherence to the accounting standards preferred by
investors/lenders.
Ensuring meticulous upkeep of client books in adherence to the accounting standards preferred by investors/lenders.
Financial Statements
Preparation of reviewed or audited financials as
needed for a comprehensive financial
representation.
Preparation of reviewed or audited financials as needed for a comprehensive financial representation.
Presentation Materials
Crafting compelling historical financials and future
projections to enhance the company presentations.
Crafting compelling historical financials and future projections to enhance the companys presentations.
Investor/Lender
Outreach
Building investor/lender presentations and
executive summaries to showcase the business
attractively.
Building investor/lender presentations and executive summaries to showcase the business attractively.
Network Utilization
Leveraging our extensive network to curate a
targeted investor/lender list for strategic outreach.
Leveraging our extensive network to curate a targeted investor/lender list for strategic outreach.
Engagement Strategies
Directly reaching out to and engaging investors/
lenders on an individual basis for personalized
interactions.
Directly reaching out to and engaging investors/ lenders on an individual basis for personalized interactions.
Deal Negotiation
Skillfully negotiating deal terms, resulting in the
formulation of detailed and beneficial term sheets.
Skillfully negotiating deal terms, resulting in the formulation of detailed and beneficial term sheets.
Offer Analysis
Conducting a thorough analysis of offers and
providing strategic advice on pricing and deal
structure for maximum value and tax efficiency.
Conducting a thorough analysis of offers and providing strategic advice on pricing and deal structure for maximum value and tax efficiency.
Management
Presentations
Actively participating in management presentations
to convey the businesss strengths and opportunities.
Actively participating in management presentations to convey the businesss strengths and opportunities.
Due Diligence Support
Involvement in the due diligence process, ensuring
accurate and consistent information is
communicated to investors/lenders, fostering
transparency.
Involvement in the due diligence process, ensuring accurate and consistent information is communicated to investors/lenders, fostering transparency.
