Services

Capital Peraration

Prepare the requirement before approaching capital partners.

We help clarify the capital requirement, organise the supporting information and identify what needs to be addressed before the business enters a capital conversation.

A clearer starting point.

The objective is not to make the business look “ready” on paper. It is to establish what is clear, what is missing and what should happen next.

Clarify. Organise. Assess.

We review the requirement, available information, assumptions and supporting material, then identify gaps, inconsistencies and actions that need attention.

Capital Readiness Pack

Covers the requirement, supporting information, key assumptions, material gaps, outstanding actions and a clear readiness conclusion with next steps.

Capital Preparation is useful when the requirement is broadly understood, but the supporting information, assumptions or evidence are not yet organised enough for a productive capital conversation.

James Whitmore

Director @ Alder & Co

When the requirement exists, but the business is not yet ready for the conversation.

Capital Preparation helps bring the requirement, information and supporting evidence into a clearer and more usable form before engagement begins.

Start with the requirement. We can help bring the rest into focus.

Capital Structuring

Shape the requirement into an appropriate capital structure.

We assess the requirement, consider the available capital routes and define a structure and engagement strategy suited to the business and its circumstances.

A clearer route forward.

The objective is to arrive at a structure that fits the requirement and gives the business a practical basis for capital engagement.

Assess. Compare. Structure.

We review the requirement, business context, financial position and available options, then evaluate suitable capital routes and the implications of each.

Recommended Capital Structure + Engagement Strategy

Covers the preferred capital route, key structuring considerations, relevant alternatives, major trade-offs and the next steps for engagement.

Capital Structuring is useful when the business understands the amount and purpose of capital required, but needs clarity on how the requirement should be structured and which capital route should be pursued.

Maya Torres

Founder @ Fieldnote

When the requirement is clear, but the right capital structure is not.

Capital Structuring helps determine how the requirement should be funded, what trade-offs need to be considered and which route is most appropriate before engagement begins.

Start with the requirement. We can help structure the way forward.

Capital Intermediation

Engage relevant capital partners around a defined requirement.

We support targeted engagement with relevant capital partners once the requirement, structure and engagement plan are sufficiently clear.

Organised capital engagement.

The objective is to create relevant conversations around a clear requirement and help move the process forward in a disciplined way.

Engage. Coordinate. Progress.

We identify and approach relevant capital partners, coordinate conversations and information flow, and support the process through the agreed mandate period.

Defined Engagement Plan

Capital Intermediation is useful when the requirement is sufficiently prepared and structured, and the next step is targeted engagement with relevant capital partners.

David Mensah

COO @ Northgate

When the requirement and structure are clear, but the right capital partners still need to be engaged.

Capital Intermediation helps organise and manage targeted engagement with relevant capital partners within an agreed scope and target universe.

Start with the requirement. We can help move the conversation forward.