At Do It Right, we believe that effective capital raising can be a relatively painless process you can control! This doesn’t mean it is a simple undertaking; however, given the proper guidance and introductions, you can take control of the process and minimize its life cycle. Although external funding can be critical to your ongoing operations, we know that every 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 time-consuming and frustrating. It is the most significant problem small—to mid-sized companies face, but the DIR team streamlines 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 experiences 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 will likely 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 correctly, the effects are transformative, which results in capital!
The Do It Right differentiators:
- We know the process.
- We know what dataAngel Investors and VCs 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 extensive 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 through our wealth of capital markets and consulting expertise, combined with our internationally 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 equity, debt, and hybrid capital providers 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 all documentation requirements as necessary, including working with outside legal and accounting advisors.
- Ensure 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.