Planning Stage
- Assist in determining short/long term financing needs- Provide advice on capital structure
- Create Executive Memoranda and/or Private Placement Memoranda, including pro forma financials and capitalization tables
- Prepare investor presentations
Marketing Stage
- Identify and contact potential capital providers; including venture capitalists, private equity, hedge funds, investment banks and commercial lenders- Management meetings with investors
- Prepare investor presentations
Funding Stage
- Assisting in valuation and advising on the financing terms on offer- Performing due diligence
- Ongoing advice on funding and growth planning
- Representing the company and assisting in the possible sale or divestitures