Process
A flexible but disciplined approach is the key to confirming qualified interest. We expect to launch a fundraising process immediately, targeting a first close within three to four months and subsequent closings thereafter.
Private Funds Placement
Front-end and back-end corporate finance must be comprehensive before engaging capital partners. We approach potential institutional investors early to assess views and intentions, and prepare a full due-diligence package — technical, financial and contractual — up front to facilitate the process.
Indicative Timetable
A representative private-placement schedule runs roughly thirteen weeks from kickoff to closing. Time periods are averages and vary materially by transaction.
Kickoff, prepare teaser and NDA, build the electronic data room, develop financial models, draft the management presentation and finalize the target-investor list.
Initial outreach to investors with teaser and NDA, finalize the financial model and prepare an indicative valuation.
Signed NDAs received, roadshow delivered, investor due diligence underway and indications of interest collected.
Select investors invited to a due-diligence day; a proposed term sheet is provided.
Final bids received, documents finalized with investors and the transaction closed.
Client Service
From kickoff to close, we run your raise against a shared, week-by-week tracker. You and your board see exactly what is done, what is in progress, and what is next. The schedule below is illustrative; every mandate is tailored.
| No. | Activity | Deliverable | W1 | W2 | W3 | W4 | W5 | W6 | W7 | W8 | W9 | W10 | W11 | W12 | W13 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Phase I — Structuring & Corporate Finance | |||||||||||||||
| 1 | Internal kickoff with your board | Kickoff alignment | Δ | ||||||||||||
| 2 | Formal kickoff with advisors | Engagement plan | Δ | ||||||||||||
| 3 | Prepare teaser & NDA | Teaser · NDA | |||||||||||||
| 4 | Build electronic data room | Virtual data room | |||||||||||||
| 5 | Develop financial model | Financial model | |||||||||||||
| 6 | Finalize target investors | Investor box-matching | |||||||||||||
| 7 | Draft management presentation | Management presentation | |||||||||||||
| Phase II — Prioritization of Target Investors & Capital Raising | |||||||||||||||
| 8 | Initial outreach (teaser & NDA sent) | Δ | |||||||||||||
| 9 | Finalize model & indicative valuation | Indicative valuation | |||||||||||||
| 10 | Signed NDAs received · roadshow | Roadshow materials | |||||||||||||
| 11 | Investor due diligence | Q&A · data room | |||||||||||||
| 12 | Collect indications of interest | IOIs | |||||||||||||
| Phase III — Due Diligence & Closing | |||||||||||||||
| 13 | Term sheet alignment & execution | Term sheet | |||||||||||||
| 14 | Confirmatory due diligence | Diligence report | |||||||||||||
| 15 | Definitive agreements & legal review | Investment agreements | |||||||||||||
| 16 | Initial closing & funding (first tranche) | Funds flow | Δ | ||||||||||||
| 17 | Subsequent closing (remaining tranche) | Final close | Δ | ||||||||||||
Illustrative timeline for a representative private placement. Activities, deliverables and durations are tailored to each transaction.
Client Service
Before we go to market, we build a rigorous, bottom-up valuation of your business — so you walk into every investor conversation knowing what your company is worth and exactly why. We triangulate value across multiple methodologies rather than relying on any single number.
Public-peer benchmarking across EV/EBITDA, EV/Revenue and P/E, alongside margins and growth, to frame where the market values comparable businesses.
M&A multiples from comparable deals, with judgment applied for synergies, control and changing market conditions.
An intrinsic view built from your forecast cash flows, capital structure and risk — the anchor for long-term value.
The premium a strategic or financial acquirer would pay for control, cost-out and strategic value in a change-of-control transaction.
The price a financial sponsor could pay to hit target IRRs, modeled across leverage, holding period and exit assumptions.
Sensitivity across a range of prices and premiums — implied multiples, premiums to VWAP and the trade-offs at each level.
We bring every methodology together in a single valuation summary — a "football field" that shows the range each approach implies and the defensible range we take to market.
Illustrative only. Every valuation is built from your company's actual figures and tailored to your sector and situation.
A driver-based operating and valuation model, built for the raise and reusable by your team.
A clear write-up of each methodology, the assumptions behind it and the resulting range.
The football-field view that aligns your board and frames negotiations with investors.
Implied multiples and premiums across a range of prices, so you can weigh every scenario.
Client Service
During a live mandate we deliver a weekly market recap to you and, where appropriate, to prospective investors — keeping your story current, your competitive positioning sharp and the fundraise top-of-mind. Each recap is tailored to your sector and typically covers four areas.
A concise read on the week in your sector — launches, milestones, fundings and the developments shaping demand for what your company does.
What peers and incumbents did this week, and what it means for your differentiation and the narrative we take to investors.
Customer, partner and program developments — new contracts, demand signals and structural shifts that strengthen the investment case.
Policy, regulatory and macro moves that create spillover benefits — framed for how they de-risk your raise and support valuation.
Representative of the recurring reporting we provide during an active engagement. Content is tailored to the client and shared under confidentiality.
Sustainable Infrastructure
For infrastructure mandates, creating demand and momentum are the catalysts that accelerate the fundraising timeline. We structure each project for the right blend of debt, equity, institutional support and credit enhancement.
Assess the asset, define the capital structure and prepare the project for institutional engagement.
Engage commercial banks, multilateral and bilateral institutions, infrastructure funds and credit-enhancement providers.
Coordinate technical, financial, legal and contractual diligence across all capital partners.
Manage documentation, conditions precedent and funding through to financial close.
Preparation
To launch efficiently, we assemble a complete information package up front. The following is a representative starting list; a full request list is tailored to each transaction.
Representative only. The full diligence request list is provided and tailored at engagement.
We can be in a position to begin immediately. Let's discuss the right structure and timeline for your raise.
