Our equity raise process flow:
Understanding Client’s Objectives
- Assess the company’s strategic goals, capital requirements, and growth plans.
- Define the optimal capital structure and investor profile.
Business Plan Preparation
- Refine and structure the business plan, financial model, and investment thesis.
- Highlight key value drivers, scalability, and exit potential.
Investment Collateral Development
- Create a compelling Information Memorandum (IM), Investor Pitch Deck, and Financial Projections.
- Ensure materials meet institutional investor standards.
Investor Targeting & Shortlisting
- Identify and shortlist suitable private equity firms, family offices, and strategic investors.
- Match based on sector focus, ticket size, and investment style.
Investor Outreach & Engagement
- Initiate contact and present the opportunity to targeted investors.
- Manage initial calls, Q&A rounds, and investor feedback.
Term Sheet Negotiation
- Assist in evaluating and negotiating term sheets.
- Optimize valuation, structure, governance terms, and alignment of interests.
Due Diligence Coordination
- Facilitate commercial, financial, legal, and operational due diligence.
- Liaise between the company and investor to ensure smooth information flow.
Documentation & Closure
- Support negotiation and finalization of definitive agreements (SPA, SHA, etc.).
- Coordinate with legal, tax, and financial advisors for deal closure.
Post-Fundraise Support (Optional)
- Advise on governance, board composition, and investor relations post-investment.
- Support future fundraising rounds or strategic exits if required.
