Topic: Capital Sourcing Success – Insights
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CAPITAL ALWAYS HAS ANOTHER ALTERNATIVE: Do a Peer Analysis!
September 26, 2023 Understanding how an Opportunity compares to its Peers is an important step in creating institutional quality capital markets positioning. Institutions make decisions within a context and there is almost always... Read More -
DO NOT TRY TO “MARKET-TIME” CAPITAL INTEREST! Do This Instead…
August 24, 2023 Having trouble raising capital in the private markets? You are not alone! HEARING THAT ALLOCATIONS IN YOUR STRATEGY ARE BEING MADE & YOU HAVE NOT BEEN RAISING CAPITAL? You are... Read More -
EMAIL SUBJECT LINES THAT WORK IN THE CAPITAL MARKETS: Do’s and Dont’s
June 22, 2023 Email is still the main business communication tool – as bad as it is. Most business people use it for most of their communications. Post COVID, calls are reserved for... Read More -
CRACK THE CODE – Do’s and Dont’s for Nailing First Impressions!
January 19, 2022 Just as first impressions are made when you meet someone, presentation materials make a first impression with potential capital providers, and they will draw conclusions from them. A capital provider’s... Read More -
SHATTERING CAPITAL RAISING MYTHS: The Goal of An Investor Presentation Is Not A Description Of Your Company!
January 20, 2022 Capital providers usually want to see a 2-page intro and a summary presentation (“Presentation”) in order to assess the opportunity and fit prior to holding an introductory meeting or call... Read More -
MAXIMIZE VALUATION: Drivers of Capital Sourcing Success
March 14, 2022 Every company is different, and valuations can vary based on a company’s strengths and weaknesses, industry or sector conditions, and other factors. The right preparation can help capital seekers understand... Read More -
INSTITUTIONAL CAPITAL: Nirvana or Not? Benefits & Challenges
March 14, 2022 Capital sourcing from institutional capital providers/investors is usually a complex process with its own unique benefits and challenges. Definition: Institutional capital providers/investors (defined to include family offices, wealth advisors, funds, endowments,... Read More -
7 STEPS & TIMELINE: Institutional Capital Success!
April 23, 2022 Institutional Capital steps and timeline are complex since they are based upon the fact that the institutional Capital Provider will usually make investment decisions based upon multiple factors. The goal... Read More -
ENGAGE CAPITAL PROVIDERS: Build Virtual Relationships Leading to Successful Capital Sourcing
April 23, 2022 A key component of successful capital sourcing is engaging with capital providers with the right message, through the right medium, at the right time. Capital Providers are doing a growing... Read More -
KNOW WHERE YOU STAND: Capital Sourcing Peer Group Analysis & Benchmarking
May 18, 2022 By Richard Miller Understanding the competitive environment is a key component of developing a successful strategy when a company is undertaking a new line of business or launching a new... Read More -
WE ARE TALKING ABOUT PROCESS, CAPITAL PROCESS: Summed with 4 Steps that Increase Valuations & Success
November 15, 2022 Given tight capital market conditions, it has become more important than ever for all types of Capital Seekers including Venture Capital Companies, Lower and Middle Companies whether family or institutionally... Read More -
TIME IS DUE DILIGENCE: Use it to Your Capital Raising Advantage
February 21, 2023 Capital Seeker: “I am not going to waste my time on them. I sent an email, had a call and/or meeting on my investment opportunity. There has been no follow... Read More
