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Capital Raising Process
We provide an extremely disciplined approach to expediting the capital-raising process as well as to optimizing your outcome. We do this in two phases:
Phase 1 – Preparation and Dress Rehearsal (Concurrent Activities)
- Conduct Industry Analysis
- Benchmark Competitor Financings
- Help Refine Business Plan, PowerPoint's and Pro-Forma Financials
- Target Capital Sources
- Ensure Congruence Between the Sales & Marketing Content and the Financial Projections
- Dress Rehearsal - Coach & Video Tape the Management Team
Phase 2 – Solicitation and Close- First Round Calls - Market the Offering to Institutional Investors or Angels (i.e., 40 Prospects)
- Engage Capital Sources in Screening Calls & Initial Meetings (i.e., 15 Prospects)
- Collate Feedback & Update the Presentation Materials
- Conduct Second Meetings & Initiate Due Diligence Procedures (i.e., 5 Prospects)
- Create and Negotiate the Term Sheet
- Create (or Facilitate) a Syndicate (if necessary)
- Close Financing Round
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