Vedicology family business advisors provide equity financing, debt financing, private placement memorandum, and alternative capital raising services to emerging and middle-market businesses. Clients benefit from our experience advising over seventy clients on their financing strategies, developing professional documentation, and successfully securing capital.
Over the past decade, Vedicology family business advisory services have developed a proven methodology for raising debt and equity capital. As a business advisors, we create compelling investor marketing materials, develop comprehensive investor lists, and work creatively and tirelessly to initiate, negotiate, and close financing transactions. Also, we provide valuable strategic insights throughout the fundraising process.
We provide the following capital raising services:
Equity Financing in Capital Raising Services
We arrange equity financing for emerging and lower middle market companies through private equity, venture capital, and strategic investment groups.
a) Brainstorming Sessions with Company Management
Understand the Company’s vision, mission, capital structure (amount of money to be raised, valuation, share structure, etc.). Moreover, this process allows us to articulate and market the investment opportunity to investors effectively.
b) Documentation
We develop or refine investor materials, including a slide deck, executive summary, full business plan, and private placement memorandum (PPM).
In this process, we highlight the Company’s management team, competitive advantages, and value proposition. In addition, the Vedicology family business advisors develop a well-defined exit strategy and demonstrate the high potential for return on investment. As a result, we generate investor interest and encourage favourable investment terms.
c) Develop Investor Lists
Vedicology family business advisors develop comprehensive lists of qualified investors from our extensive network and proprietary informational databases. In addition, we invest significant time and energy in identifying and assessing unique, creative sources of equity investment, including strategic investors.
d) Market Opportunity to Investors
Vedicology family enterprise advisors initiate contact with investors, negotiate a contract where both parties are pleased with the financing structure, and work to close the transaction successfully.
Debt Financing in Capital Raising Services
As a family business advisor, we help emerge and lower middle market companies secure debt financing from institutional banks and business to business lenders. Vedicology family business advisors work closely with our clients to explain the positives and negatives of debt financing to acquire the exact amount needed from the most suitable institutions and reliable lenders.
Our services highlight the value of the business and make transparent the debt to equity ratio for loan repayment to ensure that the client secures the financing they require. On the other hand, In this process, our clients achieve the precise amount of debt they need to maintain a healthy balance sheet and a secure cash flow.
Our methodology for securing debt financing includes the following components:
a) Strategy
The legal advisor’s team works closely with management to develop a financing strategy, evaluating all financing alternatives and determining the most appropriate financing sources for your situation.
b) Documentation
Moreover, as a Family business advisor, we produce high-quality professional business plans and additional collateral to facilitate financing.
c) Outreach
Subsequently, vedicology Family business advisors develop lists of qualified lenders from our extensive network and proprietary informational databases. Besides, we then initiate contact with lenders to negotiate, structure and close the transaction.
Private Placement Memorandum Capital Raising Services
As a family office wealth management firm, we have a proven methodology for developing effective PPMs. Besides, our private placement memorandum development process ensures the quality of the memorandum. This helps maximise the likelihood of a successful fundraising effort.
Why Choose Vedicology Advisors to Develop Your PPM?
1. Proven Methodology
a) Firstly, our private placement memorandum development process ensures the quality and effectiveness of your PPM. The presentation materials and fundraising efforts are also taken into account.
b) Secondly, Interview Company management regarding the Company’s vision, mission, capital structure (amount of money to be raised, valuation, share structure, etc.)
c) Conduct strategic research related to the Company’s target markets, customers, and competitors
d) Draft offering memorandum
e) Revise, copy-edit, package, and finalise the document
f) Lastly, to develop PowerPoint and investor marketing materials (Executive Summary, email copy) to accompany PPM
2. Investor Perspective
Vedicology family business advisors are in ongoing dialogues with all channels of the finance community, including private equity, venture capital, public, and corporate capital markets. Hence, as a family financial advisor, we leverage this knowledge to develop private placement memorandums and presentation materials that maximise our clients’ valuations and accelerate the investor review process.
3. Cost-Effective
Compared with law firm preparations, developing your private placement memorandum with Vedicology Advisors provides significant time and cost savings. One of the major plus of our capital raising services. So the main function of a corporate finance advisory is to raise capital. In the case of working with private investors, the family finance advisory’s job is to analyse our clients’ business. We also help them in planning appropriately to recruit investors. They have a global network of trusted investors.
In short, Capital Raising Services roles include
- Firstly, negotiating with the investors,
- Secondly, assessing all the information exchange,
- Setting up meetings and analysing the offers our client receives from the investor.
- Deal with all the legal negotiations and documentation of transactions.
Vedicology family business advisors work from the beginning to the end through the whole cycle of fundraising. Through our capital raising services, we help the client raise capital through private equity, IPO (initial public offering), private placement, or debt, whatever option is most appropriate to the client’s situation.
