Fundraising Services
Raising capital from the right investors on competitive terms is a key strategic issue facing all growing cleantech / resource efficiency companies. CleanTech Capital Advisors (CCA) uses its experience to help guide clients through this process and optimise outcomes. We aim to act as the exclusive financial advisor for our clients in their fundraising process, providing the following key services:
Preparation
- Make and assess the company’s potential for growth, the quality of management, the relevant industry structure, and the ability of CCA to add strategic value to the client
- Review, test and enhance the company’s business model and equity story
- Assist in the preparation of any materials, including a Business Plan, Teaser, Information Memorandum, Management Presentation, Financial Model and/or other materials used in the marketing and due diligence process to prospective investors
- Advise as to valuation by analysing historical operations, present financial condition and future prospects, and utilising appropriate valuation techniques
Execution
- Recommend the best investors to approach and approach agreed investors on our client’s behalf
- Setting up meetings between the client and investors, and overseeing the information flow, due diligence process, and ongoing dialogue
- Assist the client in negotiations and supervise the drafting of all relevant documents, including term sheets, shareholder agreements and investment agreements
- Project manage any other advisors (lawyers, accountants, others) involved in the project
Closing
- Review and provide market-based feedback into deal documentation
- Provide valuation advice and ensure competitive tension is injected into the process
- Assistance in closing the investment
Fundraising Process
Planning & Preparation
- Advisor establishes deep understanding of client business
- Evaluate capital needs & timing
- Prepare marketing documentation (Teaser / Information Memorandum / Management Presentation)
- Develop Equity Story
- Prepare Financial Model
- Establish preliminary Valuation
- Prepare & agree list of target investors
Investor Approach & Engagement
- Solicit interest from target investors (outreach calls, Teaser …)
- Initial Management Calls
- Signing of NDA with interested parties
- Respond to due diligence requests
- Identify & prioritise potential Lead Investors
- Keep potential co-investors moving forward
Term Sheet & Due Diligence
- Solicit Term Sheets from interested parties
- Negotiate & sign Term Sheet
- Prepare & open up virtual dataroom
- Organise site visits & customer calls
- Exhaustive due diligence by investor’s advisors (accountants, lawyers, technical …)
Closing
- Draw-up final deal documents (Investment Agreement etc.)
- Final review of documents
- Completion meeting
- Wiring of funds & delivery of execution documents
Case Studies