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Transaction Illustrative Timeline

by Dianna Raedle December 5, 2018

Organized Expectations Creates Capital Raising Clarity

Purpose

While each capital raise is unique and has its own highpoints as well as challenges, there is a basic outline to each capital raise.  Understanding this process (look here for the full document!) helps a capital seeker be prepared which helps ensure the timely success of the capital raise.   The more organized the capital seeker, the better the impression the investor/buyer will have of the capital seeker which will help give the investor/buyer the confidence to complete their investment.

Covered Topics

One of the keys to a successful capital raise is the upfront preparation that is done before the capital seeker even enters the market.

The market for capital is highly competitive and at each investor/buyer interaction/meeting.

There is Only One Chance to Impress and Many Chances to Fail

Result

The result of a clear and well-run process is usually a timely close and an attractive valuation.  During the capital process the capital seeker is trying to build trust and competence while the potential investor is trying to determine if they are “missing anything”.  A potential investor is making investment judgments all along the investment timeline and seeking any information that makes them say “no”.If you are a capital seeker, use the process to make a good impression at every phase in order to help ensure your successful capital raise.

Investors rarely gets penalized for NOT MAKING an investment and usually only get penalized for “MAKING A BAD” investment.

If you are a capital seeker, use the process to make a good impression at every phase in order to help ensure your successful capital raise.

Contact Us:

Deer Isle Group

info@deerislegroup.com

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Founded in 2007, Deer Isle is an innovative investment bank that equips capital market participants with the tools they need for transparent, seamless, and efficient capital markets transaction success.

Since our inception, we have facilitated over $5 billion in capital transactions through Deer Isle Capital, LLC—our FINRA-registered broker-dealer—for companies and funds across various security types, sectors, and geographies.

At the core of our approach are effective, unbundled capital solutions, offering expertise and guidance that can be customized to meet each client’s unique needs. Our services, available on an "as-needed" basis, include:

  • Strategic Capital ConsultingTM (“Outsourced Strategic CFO services, Deer Isle Executive Management/Board Bootcamp or Sprint”) to prepare for a capital or M&A transaction leveraging the Deer Isle proprietary AI enhanced 4 pillar capital framework and real-world experience.
  • Beacon (“Proprietary Technology”) offers White-label and Turnkey Capital Provider engagementwith customized content and data analyticsfrom a relevant subset from a universe of 17,000+ institutional (fiduciary) capital markets organizations/50,000+ institutional capital market people.
  • Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.