Expanding organizations must align their long-term expansion goals with the correct capital structures. We collaborate with our client’s leadership to develop initiatives that pair them with the ideal financial or strategic partner, ensuring a clear path to the next growth stages.
Capital
Identification
- Value proposition development
- TAM analysis
- Type of capital required
- Growth scenario analysis
- Capital deployment & timeline
- Research, fundamental & valuation analysis
- Board and governance management
Capital
Preparation
- Investor decision matrix
- Pitch deck & teasers
- Cap table formulation
- Deal lifecycle management
- Pre/post-money dilution analysis
- Data room preparation
- Communication & outreach strategy
Capital
Execution
- Investor log management
- Investor meeting preparation
- Data room management
- Executive coaching
- LOI/ Term sheet evaluations
- Closing considerations & hurdles