Do It Right - Capital Advisory Services
At Do It Right, we believe that effective capital raising can be a relatively painless process,that you can control! This doesn’t mean it is a simple undertaking;however,given the proper guidance and introductionsyou can take control of the process and minimize its life cycle. Although external funding can be critical to your ongoing operations, we know thatevery minute an executive spends pursuing capital is one less spent on driving the core business. This is a huge opportunity cost, one we seek to minimize as much as possible.
Raising capital can be a time consuming and frustrating process. This is the largest problem small to mid-sized companies face, but the DIR teamstreamlines this process by leveraging relationships built over decades and founded on trust. We know our investors, the industries they focus on and why they would invest in your company. We prepare you, to answer their unique questions and determine if they find you a good fit for their investment strategies.
If we had to summarize all our experience into one phrase it would be that “first impressions count”. In practice, this means that once you’ve begun conversations with a capital provider, that provider is likely to make 90% of their decision within the first few minutes of receiving your material. As a result, you benefit disproportionately when you can preemptively address their areas of likely concern and be prepared to respond quickly, accurately and definitively to initial diligence. These questions often get to the heart of your business and when answered properly, the effects are transformative, which results in capital!
The Do It Right differentiators:
• We know the process.
• We know what dataAngel Investors and VC’s require and are looking for.
• We know the proper format, so your material is read and not ignored.
• We leverage our knowledge and experience so your presentations and supporting material are organized and efficiently presented.
• We introduce you to our large network of individual and private equity investors.
• We provide you with a warm introduction and take you through the process.
• We coach you to make every minute in front of an investor count!
Our mission is to add corporate value to early stage and middle-market companies via our wealth of capital markets and consulting expertise coupled with our international accredited investor network.
Our expertise covers each step of the process, including but not limited to:
• Structuring common and preferred equity, convertible and hybrid securities, junior and senior mezzanine debt, and senior and subordinated notes/facilities.
• Managing competitive or negotiated processes that ensure optimal results.
• Assessing a company’s capital structure and evaluating strategic and financial sources for growth capital, recap, secondary sale or project finance.
• Developing customized investor lists from our network of providers of equity, debt and hybrid capital in the US and other key markets.
• Developing and managing the flow of materials, due diligence, management presentations, investor communication and site visits.
• Assisting and managing as necessary all documentation requirements, including working with outside legal and accounting advisors.
• Ensuring regulatory compliance such as coverage under Section 4(2) (the private placement exemption), Regulation D or Rule 144A/144 (requirements for secondary sale of non-registered securities).
• Working with management and investor teams to ensure long-term success and implementation of growth plans and exit strategy, as applicable.
Raising capital can be a time consuming and frustrating process. This is the largest problem small to mid-sized companies face, but the DIR teamstreamlines this process by leveraging relationships built over decades and founded on trust. We know our investors, the industries they focus on and why they would invest in your company. We prepare you, to answer their unique questions and determine if they find you a good fit for their investment strategies.
If we had to summarize all our experience into one phrase it would be that “first impressions count”. In practice, this means that once you’ve begun conversations with a capital provider, that provider is likely to make 90% of their decision within the first few minutes of receiving your material. As a result, you benefit disproportionately when you can preemptively address their areas of likely concern and be prepared to respond quickly, accurately and definitively to initial diligence. These questions often get to the heart of your business and when answered properly, the effects are transformative, which results in capital!
The Do It Right differentiators:
• We know the process.
• We know what dataAngel Investors and VC’s require and are looking for.
• We know the proper format, so your material is read and not ignored.
• We leverage our knowledge and experience so your presentations and supporting material are organized and efficiently presented.
• We introduce you to our large network of individual and private equity investors.
• We provide you with a warm introduction and take you through the process.
• We coach you to make every minute in front of an investor count!
Our mission is to add corporate value to early stage and middle-market companies via our wealth of capital markets and consulting expertise coupled with our international accredited investor network.
Our expertise covers each step of the process, including but not limited to:
• Structuring common and preferred equity, convertible and hybrid securities, junior and senior mezzanine debt, and senior and subordinated notes/facilities.
• Managing competitive or negotiated processes that ensure optimal results.
• Assessing a company’s capital structure and evaluating strategic and financial sources for growth capital, recap, secondary sale or project finance.
• Developing customized investor lists from our network of providers of equity, debt and hybrid capital in the US and other key markets.
• Developing and managing the flow of materials, due diligence, management presentations, investor communication and site visits.
• Assisting and managing as necessary all documentation requirements, including working with outside legal and accounting advisors.
• Ensuring regulatory compliance such as coverage under Section 4(2) (the private placement exemption), Regulation D or Rule 144A/144 (requirements for secondary sale of non-registered securities).
• Working with management and investor teams to ensure long-term success and implementation of growth plans and exit strategy, as applicable.