Our experienced team can assist your company with:
Financial Modeling
We can perform a wide range of financial modeling activities such as building 3-statement models, discounted cash flow (DCF) models, LBO models, and other types of financial models. We can assist developing your revenue model options, staffing and technology plan, 5-year plan, funding requirements, use of proceeds, acquisition costs, and risk controls.
Business Valuation
We use a wide range of valuation methods such as comparable company analysis, precedent transactions, and DCF analysis. We can assist validating business pricing, strategy, and drivers; financial drivers; capabilities and operations required; customer experience and story line; product offering(s); and, bet sheet.
Strategy Development
We will advise and assist you in establishing an effective strategy to approach/select an investor and means for effecting a transaction involving your company on an advantageous basis.
Structuring Solutions
We will assist in designing, presenting, discussing, and evaluating specific transactions to be proposed to, or discussed with, potential investors. We will advise on the development of transaction terms, offering amount and terms based upon review of legal, valuation, accounting, and related due diligence. We will work to ensure your overall financing plan is non-dilutive or diliutive, as best meets your objectives.
Pitchbooks and Presentations
We use our extensive knowledge in building pitchbooks and PowerPoint presentations from scratch to pitch ideas to prospective clients and win new business. We will review your private placement memo, executive summary, terms, use of proceeds and expense details.
Management Preparedness
We will assist your company management in preparing for, and engaging in, direct discussions with potential investors.
Due Diligence Documents
We will assist in gathering and the preparation of all materials that may be reasonably required during due diligence, including the creation, or updating of financial models, balance sheets, and profit and loss statements.
Transaction Documents
We can prepare documents such as a confidential information memorandum (CIM), investment teaser, term sheet, confidentiality agreement, building a data room, and much more.