Funding Services and Process
Every company needs funding, regardless of size or stage. Accessing the funding required to grow your business can be one of the most onerous and distracting endeavors a growing company faces. Our team has a proven track record in identifying and securing equity investment, debt, and non-dilutive funding. Our team helps prepare your business to qualify and expedite funding. Regardless of the source of funding, we will help you secure the capital necessary for success.
Step 1
Planning
Planning the round, expectation management, size, type of investor, timing, and cash runway (before and after).
Step 2
Cap Table
Update and dilution calculations: Update of cap table and calculation to fully understand potential dilution and alternatives
Step 3
Business Model
Ensure the business model is an accurate representation of the business so an
investor can clearly understand the unit
economics, assumptions andKPIs that
underly the business
Step 4
Pitch Deck
Support review of messaging and financial portions of the Pitch Deck. Ensure it covers allthe key factors and differentiators
in the business
Step 5
Investor Identification
Leverage the Beyond network, the client network, and research tools to identify the best potential funding partners
Step 6
Support for Meetings
Meet with investors alongside
the client, refine the message
after each meeting, and identify
key concerns of strengths
Step 7
Due Diligence
Support Due Diligence by stage, while managing the associated data room.
Step 8
Review of Documents
Term sheets, subscriptions and
other legal documentations