Looking for Institutional Capital?
Must Ask Questions
You have a meeting/call with a potential capital provider/investor and you want to tell them everything about your company as fast as possible in order to get an investment…
…WAIT…
What do you know about your potential capital provider/investor?
Knowing some basic background about your potential capital provider/investor will enable you to much better frame your investment opportunity in terms that will make your investment most relevant thereby increasing success rates.
In addition, knowing more about the potential capital provider/investor will help determine if the investor is a good fit with your goals/plans.
Institutional capital providers/investors are usually driven by their own investment guidelines and processes thereby making it essential to understand where you fit within their structure. In order for them to make an investment, they have to satisfy the demands of their internal structures and frameworks regardless of how much they might like your investment proposal.
Continue reading here about important items to understand, along with some key items to help you understand your potential capital provider / investor, and some key questions to help you frame your investment opportunity.
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.
