1 Initial Assessment and Objectives:

• Meet with the business owners or key stakeholders to understand their current position, growth aspirations, and specific funding needs.
• Set clear and achievable goals for the amount and structure of funding required.

2 Information Gathering & Data Room:

• Conduct a thorough assessment of the company’s financial health, market position, operational capabilities, and growth potential.
• Assess the current state of the Data Room and assist with improvements or additions if required.
• Identify key growth drivers, issues, and potential challenges that may arise during the funding process.

3 Strategy & Packaging:

• Evaluate the business’s capital structure and goals to assess the most appropriate funding mix (equity, debt, or a combination) for scaling up.
• Develop a compelling outreach package that highlights the company’s value proposition, market opportunity, competitive advantage, growth plans and ROI for funders.

4 Global Network Outreach:

• Align the outreach package and business goals with our investor network to ensure maximum interest and begin discussions with interested parties.

5 Meeting Co-ordination:

• Assist the business in delivering a persuasive pitch to potential investors, addressing their concerns and showcasing the scalability and profitability of the business.
• Co-ordinate meetings and participate in negotiations with investors on behalf of the business, ensuring fair terms and conditions for both parties.
• Support the business through the due diligence process, providing all necessary information and documentation required by potential investors.
• Coordinate legal and financial experts to ensure that all legal agreements and contracts are properly drafted and reviewed.

6 Funding Structuring and Closing:

• Collaborate with the business and investors to finalise the funding structure that aligns with the business’s growth plans and investor expectations.
• Facilitate the closing of the funding round, ensuring that all legal and financial requirements are met.