This is a retained engagement to support the capital raise, with 2 different options depending on the level of support required:Guided Campaign:
For companies managing their own funding campaigns, this layers in a level of expert guidance through the entire process together with select introductions to target investors if required. Usually appropriate for Seed stage and Series A rounds. Read more in our blog
For companies that require full project management support of the funding campaign, from materials development to money in the bank. Usually appropriate for Series B onwards.
The key elements of campaign support include:Planning the campaign - timeline & milestonesInvestor pitch creationInvestor approaches and meeting preparationAdvice on remote pitchingTerm Sheet assessment
Due Diligence preparation
Investment Agreement critique
and advice on all aspects of deal management through completion
We have helped clients raise over $400M across a range of transactions including Seed, Series A, Series B, MBOs, sale of business, and other more complex financial restructurings.