Prepare the company. Shape the terms.
The funding approach
Connect the capital requirement, timing and financing instruments to the company’s milestones and the obligations it can support.
Preparation and diligence
Bring the financial model, ownership records, important agreements and investor materials into one clear account of the business.
Terms and transaction documents
Work through economics, control, information rights and future financing provisions, then carry the agreed positions into the documents.
Debt and development finance
Assess facilities, covenants, security and currency exposure alongside the cash flows and operating commitments they will fund.
Ownership changes
Manage the agreements, approvals and records behind secondaries, buy-backs and changes to the cap table.
Acquisitions and exits
Support preparation, diligence, negotiation and closing on either side of a transaction, with the responsibilities and dependencies made clear.
When capital changes the company.
A first institutional round
A lead investor and a term sheet bring decisions about economics, control and future financing. Understand those terms alongside the milestones the capital is meant to fund.
Debt alongside equity
A lender or development finance institution is interested. Covenants, security, currency and reporting need to fit the company’s cash flows and the equity arrangements already in place.
An approach to acquire
A potential buyer creates questions about value, diligence, people and the business after the transaction. Put a clear process and negotiating positions around the discussion.
A clear process from preparation to close.
Prepare the company
Connect the funding story, financial model, ownership records and important agreements. Give open diligence questions owners and a plan for resolving them.
Work through the terms
Assess the economics, control rights and future obligations, explain the trade-offs and carry the agreed positions from the term sheet into the transaction documents.
Manage the closing
Track conditions, approvals, signatures, filings and money flows in a shared closing plan. Organise the records and responsibilities that remain after completion.
Work your team can use.
A clear view of the terms, a managed closing process and transaction records ready for what follows.
- A diligence tracker and organised company materials
- Agreed transaction documents and a closing checklist
- An updated ownership record and a plan for post-close obligations
Your next movestarts here.
Tell us about the raise or transaction, the stage you are at and any timing already agreed. We will identify the preparation, decisions and people the process needs.