Our Fundraising Support Services

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  • Board resolutions and shareholders consent preparation

  • Determination and targeting investors that are a particular fit

  • Introduction to lenders in our network whenever there is a fit

  • Comprehensive financial analysis and forecast to determine best funding and equity dilution strategy

  • Comprehensive options, qualification, timeline, and process overview

  • Financial, accounting, and tax adjustments needed for qualification

  • Financial reports, presentations, and decks preparation for investors

  • Presentation to investors and road-show support

  • Due diligence preparation and management including full review with investors

  • Term sheet review, negotiation, and preparation

  • Share purchase agreement preparation and legal review

  • Restated certificate of incorporation preparation and filing

  • Fundraising agreements, resolutions, and documents, managements, and retention

  • Cap table management and reporting, shares issuance