Raising Capital Process
We help craft your financing story and assess your business model.
- Review financial model and remaining documentation in company data room
- Draft documentation required for distribution
- Craft financing story to maximize the interest in your company
- Complete 1-pager and reach out materials
- Finalize investor list
Distribute materials to investors, conduct investor calls, and get early indications of interest.
- Distribute materials to agreed investors
- Conduct Investor/Lender screening calls
- Share financial model and data room
- Management calls as second step as needed
- Refine list of interested parties
Receive term sheets and negotiate terms.
- Receive indicative interest from parties
- Overview of offers and deal terms
- Negotiation on specific terms to maximize value
Complete shareholder agreement processes for transfer of funds and confirmatory diligence.
- Follow require shareholder agreement processes to complete transaction
- Complete confirmatory, including legal and due diligence
- Work with appointed legal counsel on execution
- Review transaction documentation
- Arrange payment and transaction completion
Our Role
Document Preparation
- Review financial model and materials
- Prepare distribution of materials to investors
- Support with set-up of data room
Coach Management Team
- Support for preparation of management presentation
- Tailored information of key elements on which investors focus
Coordinate Transaction
- Execution of reach out and full process execution
- Manage interaction with investors and valuation discussions
- Negotiate term sheets and manage execution process with legal
