Fundraising advisory
Turning your growth story into an investment case.
From capital strategy and the financial model to the equity story and investor dialogue. Your adviser has raised capital as an entrepreneur and made investment decisions in private equity.
WHAT WE DO
What we do
Capital strategy
We set the amount, timing and instruments, comparing equity, convertible bonds and debt.
Financial model
We build an integrated three-statement model linked to your business plan, with investor return scenarios.
Equity story and materials
We articulate your growth story and help prepare investor materials, focusing on the financial sections.
Investor meetings
We prepare you for meetings and support you through Q&A and due diligence.
Advice on terms
We compare the terms offered and clarify the key issues in the investment agreement.
Key deliverables
- Capital strategy
- Three-statement financial model
- Investor return analysis
- Equity story
- Investor materials
- Term comparison
We provide advice and help with materials for fundraising. We do not solicit investors or handle the offering or private placement of securities.
HOW IT WORKS
How it works
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01
Capital strategy
We set the amount, timing and instruments, comparing equity, convertible bonds and debt.
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02
Financial model
We build the business plan and a three-statement model, and estimate investor returns.
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03
Equity story
We articulate the growth story and help prepare investor materials.
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04
Investor dialogue
We help you prepare for meetings, support you through Q&A and due diligence, and advise on comparing and negotiating terms.
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05
Signing and closing
We clarify the issues in the investment agreement and support you through closing.
FEES
Our fees
Fees are agreed case by case, once we understand the scope and size of the engagement. Fundraising mandates combine a monthly fixed fee with a success fee. The monthly fee covers work needed in every case, such as the financial model and investor materials. We set out the fee basis, and when fees become payable, in writing before you engage us.
CASE STUDY
Case study
FUNDRAISING
Fundraising support for a food and beverage company seeking capital from overseas investors, covering the financial model, equity story and investor materials, deal structuring and advice on terms.
FOUNDER'S EXPERIENCE
As co-CEO of an authentication technology startup, our founder raised US$2 million. He has also helped a restaurant company raise capital to fund its M&A strategy.
FAQ
FAQ
- Q.Where should we start with overseas investors?
- We start by clarifying the purpose, amount, timing and acceptable terms. Then we put the information overseas investors look for into English-language materials and a financial model.
- Q.Can you advise on instruments other than equity?
- Yes. We compare equity, convertible bonds and debt, and recommend a mix that fits your growth plan and takes into account the impact on existing shareholders.
- Q.Can you prepare materials in English?
- Yes. We prepare financial models and investor materials in Japanese, English or both.