Assessment & Strategy Development

Evaluate the client’s financial needs and objectives.

Assess the current financial health of the client’s business.

Develop a financing strategy tailored to the client’s specific goals

Debt Financing

Analyze the client’s creditworthiness and debt capacity.

Identify suitable sources of debt financing, such as traditional loans, bonds, or private placements.

Help the client prepare a compelling loan application or offering memorandum.

Negotiate terms and conditions with potential lenders.

Assist in structuring debt to optimize cash flow and minimize risk.

Equity Financing

Identify potential investors such as venture capitalists, private equity firms, or angel investors.

Prepare an attractive investment proposal or pitch deck.

Assist in valuing the business and determining an appropriate equity stake to offer investors.

Negotiate investment terms and conditions.

Ensure compliance with securities regulations.

Grant Financing

Research and identify grant opportunities relevant to the client’s industry and objectives.

Assist in grant proposal writing and submission.

Help the client meet all grant eligibility criteria.

Manage grant compliance and reporting requirements.

Due Diligence

Conduct financial due diligence to assess the risks and opportunities associated with the chosen financing method.

Review financial statements, contracts, and other relevant documents.

Identify potential issues that may affect the transaction and work on mitigating them.

Negotiation and Closing

Negotiate with lenders, investors, or grant providers to secure the best terms.

Coordinate all legal and financial aspects of the transaction.

Ensure a smooth closing process.

Post-Transaction Support:

Assist with post-transaction financial management and reporting.

Monitor compliance with financing agreements.

Provide ongoing financial advisory services as needed.