Services

Fundraising

We offer a full suite of consulting services to help prepare you for the fundraising process, including overall fundraising strategy, process and timeline, preparation/review of marketing materials, investor targeting, investor meeting preparation and follow-up strategy and term sheet negotiation assistance.

Our extensive network of financing partners includes banks, private equity and venture capital funds, and family offices.

We assist you during the entire process, in particular with:

  • development / review of necessary marketing and sales documents

  • investor meeting preparation, including FAQs and presentation ‘dry run’

  • development of targeted investor list appropriate for your company stage and sector

  • development of investor outreach messaging, including strategy & content for follow-up communications

  • ongoing assistance in negotiating proposals from investors and lenders and finalizing terms and conditions