Services / Investment and capital advisory
Services
Investment and capital advisory.
Raising money or lending it, the discipline is the same: a clear story backed by defensible numbers. We support you from preparation to close.
What we do
Investors and lenders make decisions quickly and on limited information, so what you put in front of them has to be right. We prepare the financial model, the data room and the story, and we sit beside you through diligence and negotiation.
After the money moves, we keep the relationship healthy: covenant monitoring, investor reporting and, where a borrower falls behind, structured recovery support that protects the relationship where possible and your position where necessary.
What's included
- Fundraise preparation and financial models
- Investor and lender due diligence support
- Data room preparation and management
- Term sheet and agreement review
- Covenant monitoring and investor reporting
- Loan workout and recovery support
Who this is for
Founders preparing to raiseLenders and investors needing diligenceCreditors pursuing recovery