Growth Capital / Funding
CEO Advisor, Inc. has the experience, expertise, focus and connections to facilitate your funding and growth capital needs for software, technology, interactive, media, manufacturers, healthcare, professional services and many other types of companies. We provide a comprehensive funding and growth capital advisory service to meet all of your needs.
Valuations & Trends
Time Frame
The Funding Process
The following is a summary of our funding process:
- Develop a Strategy and the Criteria for Achieving Growth Capital
- Preparation, Research of Valuations and Targeted Funding Sources to Maximize the Value of Your Business; Creating/Updating the Business Plan and Forecast/Offering Memorandum; Creating a PowerPoint Presentation to Concisely Present Your Business; Review of Your Financials, Assessing Your Valuation Range; Due Diligence Preparation; Defining and Fine Tuning Your Strategy for Funding and Other Needed preparation
- Create a List of Targeted Funding Sources Based on Your Criteria
- Initiate Contacts to Targeted Funding Sources; Schedule Conference Calls or Meetings to Answer Questions, Execute an NDA and Engage with Funding Sources of Growth Capital to Generate a Term Sheet(s)
- Secure a Term Sheet(s) from Funding Sources; Negotiate the Optimal Valuation and Terms
- Finalize the Negotiation of the Term Sheet; Consult with a Transaction Attorney and Tax Advisor/CPA, as needed
- Initiate the Due Diligence Process to Validate the many Aspects of the Investment
- Complete the Due Diligence Process and Renegotiate Specific Terms of the Term Sheet, as needed
- Review and Work Together Through the Legal Documents and Consult with Your Transaction Attorney and Tax Advisor/CPA Firm to Finalize All Legal and Tax Issues; Complete the Legal Documents including Final Negotiations of All Points
- Execute Internal Documents to Approve and Complete the Transaction
- Finalize All Aspects of the Legal Documents and Schedules; Final Preparation to Close the Transaction
- Execute the Legal Documents and Close the Transaction; Receive Funds for Your Company; Initiate the Post-closing Process and Requirements