Pre-Financing Consulting

Capital Planning

Strategic analysis to evaluate financing options.

Assess your current capital structure, educate you on the pain points for capital providers, analyze your financials from a capital raising perspective, and discuss the likely terms of a capital raise. Represent your interests during negotiations to secure recovery time and flexibility.

Capital Planning

What you should expect.

An understanding of your current capital structure and how different forms of capital impact your financial outcomes.
Decision criteria for choosing among alternative capital providers.
Awareness of terms, collateral, and reporting required to obtain alternative capital.

What we deliver.

Analysis of your current capital structure and how likely financing outcomes influence your ability to operate.
Suggested capital structures which permit the ongoing success of the business.
Direct lender engagement for forbearance and covenant negotiations.

Scope of services.

For companies seeking clarity before approaching lenders. Often integrated as phase one of comprehensive financing mandates, but available independently. Excludes market execution and full network access.

Ready to scale but need full support?

Full Support to Scale

Pre-Financing Consulting

Capital Planning

Capital Planning

What you should expect.

What we deliver.

Scope of services.

Next Steps

Need more clarity before going to market?