Our approach to Investment Sourcing:
Our approach is grounded in gaining a comprehensive understanding of our client's requirements and long-term objectives.
We evaluate potential partners based on a set of criteria that includes not only financial metrics but also alignment in organizational culture and value systems, where feasible.
Given the nature of investor and funding sourcing, it is important to recognize that the process is not an exact science. The conclusions drawn in many instances will inherently be subjective and reliant on the exercise of informed judgment.
We craft market presentations designed to resonate with our clients' needs, ensuring the appropriate balance between opportunity identification and the safeguarding of confidential information.
Prior to engaging any prospective parties, we secure pre-approval from our clients, ensuring full alignment and confidence in the approach.
Our scope of work:
We engage with our clients to clarify the key aspects of the opportunity and develop a tailored marketing strategy that effectively highlights these features.
Our market pitch is carefully aligned with the existing Investment Memorandum (IM) or information package, ensuring it includes all relevant details and financial information necessary to support potential investors in their decision-making process.
Where applicable, we provide support in the following areas:
- Deal structuring
- Contract negotiation
- Coordination and preparation of submissions for Investors and Funders