Preparation
It all starts here. We assign a dedicated team, including a Managing Director and Deal Manager, to take charge of your project. During this phase, we focus on onboarding, performing advisor due diligence, and setting up a secure data room for seamless investor communication.
Investor Targeting
We identify the right investors by refining messaging to ensure a perfect fit. Our team initiates targeted outreach campaigns to establish connections and lay the foundation for successful engagements.
Equity/Debt Marketing
Our comprehensive outreach campaigns reach thousands of investors daily. We refine strategies based on performance metrics and schedule impactful meetings with potential investors.
Deliberation
With investor proposals coming in, we evaluate term sheets, conduct preliminary reviews, and address high-level questions. This ensures alignment on key terms before proceeding.
Finalization
In the final phase, we conduct an in-depth review of all financial, operational, and legal aspects to ensure every detail aligns with your goals. Any necessary adjustments to terms are made before we move to the finish line. Once everything is in place, we finalize agreements, sign contracts, and facilitate fund transfers to complete the process seamlessly. Your success is our mission.