Fundraising & equity financing

1. Brief service summary

Prepare a contemplated equity operation by clarifying needs, assumptions and information to present. The engagement organizes capital and governance questions requiring examination, without promising an investor or presuming a placement mandate.

2. Your needs

Your organization is considering opening up or strengthening its capital to support change. Expectations regarding resources, contributions and consequences for shareholders have not yet been sufficiently reconciled.

You wish to prepare trade-off decisions before approaching investors or starting negotiations.

3. Objectives of the engagement

The engagement aims to characterize the need, structure assumptions and identify prior decisions. It helps distinguish financing objectives, contemplated dilution effects and governance conditions to examine.

The objective is to prepare a coherent file whose information, limitations and approvals remain explicit.

4. Indicative scope

Work may cover the development project, business model, forecasts and documented capital structure. Scenarios are examined according to the parties' objectives and available data.

Valuation, due diligence and legal or tax analysis needs are identified for separate treatment. Investor search, solicitation and negotiation are not presumed included; they require examination of conditions for practising the activity and a suitable mandate.

5. Possible delivery arrangements

Interviews, file preparation workshops and scenario comparison provide a basis for preparing the presentation. Documents that may be shared are approved before any external exchange; no data access or communication is automatic.

6. Possible deliverables

Deliverables may include a preparation file, an assumptions register, capital scenarios and a roadmap of approvals and possible steps.

7. Conditions and limitations

No amount, investor, valuation or timetable is guaranteed. Placement, intermediation, signing and receipt of funds are not implicit. Conflicts of interest and expertise must be examined. Service 18.09 focuses on preparing a startup for investors; 12.08 examines business valuation in greater depth.