Fundraising strategy
Structuring the approach and identifying the right capital for the business.
Services
Fund Raising
End-to-end support for a capital raise — strategy, investor readiness, financial modelling, valuation and investor-facing materials brought together into one coherent process.
What this covers
Scope of the engagement.
A brief outline of what an engagement of this kind typically involves.
Investor readiness
Preparing financial records, models and materials for investor scrutiny.
Valuation & financial modelling
Defensible numbers to support the raise.
Investor materials
Information Memorandums and supporting documentation prepared for investors.
In detail
What the engagement covers.
What the work involves, and the business situations that typically bring it about.
What it involves
- Fundraising strategy and capital structure planning
- Investor readiness assessment
- Financial modelling and projections
- Valuation support
- Information Memorandum and investor material preparation
- Capital structure and instrument considerations
- Coordination through investor discussions and transaction structuring
Business situations
- A business planning to raise equity or growth capital
- A promoter group approaching investors for the first time
- A business preparing financial models and materials ahead of investor conversations
- A business assessing which form of capital suits its stage and requirement
- A business consolidating strategy, valuation and documentation into one coordinated raise
Value. Bringing strategy, readiness, valuation and documentation together under one coordinated process gives a business a stronger, more credible position when it goes to raise capital.
Who this is for
Where this fits in your journey.
Not sure whether this is the right starting point? Our What We Take On page maps the kinds of businesses and business situations we typically support.
Enquiries
Ready to discuss this with us?
Tell us about your project and we will tell you what the engagement involves.