Case Study: Problematic Emerging Company Financing (with history of failed financing)2018-11-01T20:23:03+00:00

Case Study: Problematic Emerging Company Financing (with history of failed financing)

Prepare and guide through Angel, Venture, Strategic Fundraising

Prepare company for IPO, Investment Banker Analyst meetings

Problem & Constraints

  • Company Management (1st time team) has attempted to raise funding without being fully prepared and approaching all of its own contacts
  • Board has attempted the same without a positive result
  • The opportunity to make a compelling first impression on potential investors was lost and the perception of Company is tainted
  • Future of the company is at risk


  • Assist Company Re-Prepare for Financing
  • Develop multiple pathways to finance the company
  • Assist Team with Execution

Engagement Actions

  • Review of current offering documents, current plans and overall readiness for investor diligence
  • Update and flesh out budget / forecast and driving assumptions
  • Update Executive Summary, Operational Plan, Diligence Documents and Pitch Deck.
  • Develop multiple funding pathways to Finance the Business
  • Coach the Team on more effective fundraising process.
  • Work with the Team through all paths in parallel.


  • Company was successfully financed using the 4th pathway

Ready to Talk?

Tell us more about your business challenge and lets discuss how we can help you.

Contact Us