Raising capital, structured properly

Six mandate types across equity, public markets and credit. Each one below sets out what we actually do, so you can judge the fit before a conversation.

Equity

Private Equity & Venture Capital

Whether the round is a first institutional cheque or a control transaction, the work is the same in kind: make the business legible to the right investor and negotiate terms you can live with for years.

Private Equity

Growth capital, promoter stake sales, secondaries and buyouts.

  • Positioning and equity story
  • Valuation range and structuring options
  • Fund and strategic investor identification
  • Governance and shareholder-agreement negotiation

Venture Capital

Early-stage and growth rounds, including bridge and extension financing.

  • Pitch narrative and investor collateral
  • Unit economics and cohort analysis
  • Cap table and dilution modelling across rounds
  • Term sheet review and negotiation support

Public markets

Pre-IPO, IPO & Capital Market Advisory

Going public is a multi-year preparation exercise compressed into a documentation deadline. We work on the preparation, and we coordinate — not replace — the appointed intermediaries.

Pre-IPO Placement

A private round ahead of listing, to bring in anchor or strategic capital and establish a reference point on value.

  • Placement sizing and dilution planning
  • Anchor and strategic investor outreach
  • Lock-in and exit expectations set in advance

IPO & Capital Market Advisory

Readiness assessment, structure and timing, and running the workstream alongside your appointed advisers.

  • Listing readiness gap analysis
  • Restructuring and group simplification ahead of filing
  • Coordination of merchant banker, registrar, legal and audit
  • Equity story and pre-marketing preparation

Where our role ends

We act in an advisory and project-management capacity. Activities reserved to registered intermediaries — managing a public issue, underwriting, acting as a registrar, or dealing in securities — are performed by the appropriately registered firms appointed to your transaction. We work alongside them; we do not substitute for them.

Credit

Debt Syndication & Structured Finance

Debt is usually cheaper than equity and always less forgiving. We arrange it on terms that leave headroom, and we model the covenant position before it is agreed.

Debt Syndication

Arranged across banks, NBFCs and credit funds, with offers compared on a like-for-like basis.

  • Working capital and term loan facilities
  • Project and capex finance
  • Refinancing and rate rationalisation
  • Covenant and security package negotiation

Structured Finance

For situations where neither plain equity nor plain debt is the right instrument.

  • Mezzanine and quasi-equity structures
  • Non-convertible and convertible instruments
  • Promoter and holding-company funding
  • Acquisition finance

Deliverables

What a mandate produces

The exact scope is set out in the engagement letter. These are the work products a fundraising mandate typically includes.

Typical work products on a fundraising mandate.
Deliverable What it contains
Financial Model Driver-based projections, working capital and debt schedules, returns and sensitivity analysis.
Valuation Note A range across applicable methods, with the assumptions that move it identified.
Teaser A short anonymised summary for first approaches, before any NDA is signed.
Information Memorandum The full document: business, market, operations, financials, the use of proceeds and the risks.
Management Presentation The deck used in investor meetings, plus preparation for the questions that follow.
Investor Map A shortlist with the rationale for each name and the order of approach.
Data Room Indexed and permissioned, prepared before diligence starts rather than during it.
Term Sheet Analysis Offers compared on economics and on control, with the downstream effect of each clause modelled.
Closing Support Conditions-precedent tracking and coordination through to disbursement.

Which of these fits your situation?

Most conversations start without a clear answer to that. Describe the business and the requirement, and we will tell you what we think the right instrument is.