Financing Process
1. Engagement
2. Financial Structuring
- Debt/equity
- Interest rates
3. Presentation Material
4. Presentation for Investors
5. Term Sheet Negotiations
6. Investor Due Diligence
7. Legals and Completion
As we are a combination of former management consultants and corporate finance experts, we are well positioned to take on complex projects which needs structuring and packing before they can be presented to investors. We tailor-make investor presentations and financial models to the specific case and the requirements of the investors we approach. This first consulting phase is a pre-requisite for succeeding in the next phase of getting investor traction.
We typically present the projects to our large and global network of private equity and debt funds, family offices, Ultra High Net Worth Individuals, and sometimes more Strategic Investors. We go out to 10 investors at a time, and if necessary, we will continue that process until we get interest. The objective is to get 2-3 investors interested that each can take on the whole financing themselves. Full information package is only distributed upon investors signing NDA.
We will take the project management’s responsibility for the transaction and completion processes and to guide the client through negotiation of terms with the investor(s), investor's due diligence, legal agreements, and completion.