Raise
Raise the money on terms the business can live with.
The model, the business plan, the agreement and the investor materials, all run by the same senior people from the first conversation to signature.
Financial modelling
Three-statement models built from the operating detail rather than a template, so they hold up when someone pulls on them.
Business plan
We write the plan from the model and update it whenever the numbers change.
Tax reliefs, with your adviser
Most early-stage rounds turn on the reliefs available to investors. We structure and document the round around them, working to your tax adviser's position rather than giving one of our own.
The agreement
ASAs, subscription and investment agreements, articles and shareholders' agreements.
Investor materials and the target list
The pitch materials, the list of investors to approach, and negotiating terms that hold up in the next round.
Close
Signing, funds flow and what gets announced.
Proof
A no-phones entertainment brand, and a building to showcase it
LOST had a concept. Together we helped them prepare for and raise a seed round, prove the concept and build a meaningful audience. There was still no model, raise plan or growth plan an investor could test. We built one quickly, with the plan and the investor materials that went out with it.
We built it from the operating detail rather than a template, and consolidated the group accounts into it so there was one set of numbers rather than several. We delivered innovative investment structures to solve for the unique facts for the vehicle.
Read the full LOST storyWhere we have used this
We do this often, for companies with a round coming that has not yet been priced.
LOST
Jolli
and others
If you are taking money in ahead of a round, the drafting and the tax clearance go together, so talk to us early. The earlier the call, the more we can add. The first conversation costs nothing.
Talk to us about a raise