Opportunity positioning
Positioning the investment opportunity for prospective private capital.
Services
Private & Strategic Investments
Advisory on private capital and strategic investment, from positioning the opportunity to negotiating terms.
What this covers
Scope of the engagement.
A brief outline of what an engagement of this kind typically involves.
Investor documentation
Preparation of information required by prospective investors.
Negotiation support
Support through the negotiation of investment terms.
Process coordination
Coordination through the wider investment process to closure.
In detail
What the engagement covers.
What the work involves, and the business situations that typically bring it about.
What it involves
- Investment opportunity positioning and structuring
- Investor information memorandum and pitch documentation
- Financial modelling and valuation to support the raise
- Identification of and approach to prospective private investors
- Due-diligence coordination and data-room preparation
- Term-sheet and negotiation support
- Coordination through to transaction closure
Business situations
- A business raising private equity or strategic capital for growth
- A promoter group preparing to approach investors for the first time
- A business structuring a strategic partnership or co-investment
- A business preparing for due diligence ahead of a funding round
- A business negotiating investment terms and needing independent support
Value. A well-positioned opportunity, backed by credible numbers and documentation, is what earns serious investor attention — our role is to help a business arrive at that conversation prepared.
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.