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.