5 Step Capital Formation Advisory Process

Here’s how it works…
Step 1: Sponsor’s Needs Assessment

Detail of sponsor’s current business model and capital structure and an understanding of the sponsor’s goal.


Step 2: Financial product conceptualization

Develop a customized structured financial product focused on the sponsor’s market, transactional niche (fund structure, joint venture structure), deal sourcing, and current management operations.


Step 3: Marketing and Capital Formation

Identification of meaningful and qualified institutional or retail investors.


Step 4: Execution and Closing

Prepare the appropriate agreements, submit to escrow, fund, and close.


Step 5: Post-Close Monitoring and Next-Round Preparation

Identification of investors for subsequent rounds of capital raises, if required.

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