Fundraising Services
Raising equity capital from the right investors on competitive terms is a key strategic issue facing all fast growing companies. We have extensive knowledge of active cleantech and resource efficiency focused/oriented investors as well as corporate venture capital funds in Europe, North America and Asia, which we use to ensure our clients find the best shareholders / partners for their businesses.
CleanTech Capital Advisors helps guide clients through this process and optimise results.
CleanTech Capital Advisors advises companies from large corporate to start-up and emerging technology companies in optimising their capital raising strategies.
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 Plan 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
- Drawing on our extensive Investor Database and understanding our Client’s transaction goals, we recommend the best Investors to target and approach those 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
- Ensure rigorous and efficient coordination of the entire Fundraising process on our Client’s behalf, project managing any other advisors (lawyers, accountants, others)
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 transaction
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