
Many companies raise privately before listing — to fund the preparation, to bring in a cornerstone shareholder, or to establish a valuation reference ahead of the offering.
We help management prepare properly for that process: the business plan and financial model, the information memorandum, the data room and the answers to the questions investors reliably ask. We support the company through diligence and help evaluate terms.
The approach to investors, and the offer and sale of any securities, are carried out by appropriately licensed parties.
What we deliver
- Business plan and financial model prepared for investor review
- Information memorandum and supporting materials
- Data room built and maintained
- Diligence support and management preparation
- Commercial review of terms alongside the company's legal advisers
Related services
IPO capital raising support
Supporting management through the offering itself — materials, investor preparation and the commercial decisions around pricing.
Read moreTransaction structuring
Designing the listing structure — holding company, jurisdiction, share capital and the steps to get from here to there.
Read morePre-IPO financing facilities
Helping the company plan and source the funding that carries it through the preparation period.
Read more