We specialize in helping companies in their capital raise process, from inception to funding. There are many steps to take before raising capital and we can help companies through this process.
Our Capital Raising Process
Becoming investment ready is not an easy task for any business however we want to help you along on this journey. Review the steps we've outlined below and if you have any questions, feel free to reach out to us.
Submit Your Initial Assessment Documents
After we have gotten to know a little bit about you and we have indicated to you that there may be an opportunity to successfully raise capital for your firm, the next step is for you to send us more documents so that we can dig deeper into who your company is. This is where the due diligence begins. In particular, we would be looking for you to provide us with the following:
In this stage, we are evaluating the information that you have shared with us. This assessment largely involves site visits, understanding the revenue model of your business, reviewing stakeholders' interests and gaining an overall look at the company's viability to provide a profitable and sustainable return to our investors. Key considerations we will make include:
Submit your application
Once we are satisfied that the information you have provided us demonstrates that your business will have significant value for our investors, we will invite you to submit your application. At this stage, we also discuss the various details of any capital raise, the risks involved and then propose a structure for the capital raise.
It's time to agree to the terms of your capital raise and sign an agreement. There is still a lot of work to do but you are now on your way to officially raising capital with us.
Arrangement of program
Now that we have agreed terms, we will work with you to put together the relevant capital raise documents that will go out to potential investors. This includes any structuring agreements, and in the event of equity, the rights that investors gain upon investment. This arrangement of program process involves clarifying how funds will flow, how any agreements will be executed and the responsibilities that you, as a business, will have to the investors. Key documents that are often developed at this stage include:
Placement & Program Management
Once the arrangement of your capital raise is complete, it will be time to start engaging potential investors. From experience, we find that engaging your network can also be very valuable in a successful capital raise. As you know, investors need time to review the information and make determinations so this process can take time, but as with any successful business, nothing happens overnight.
Once money starts flowing, we will engage with you to provide you all the relevant information and requirements to make sure the investors are being taken care of and that you are fulfilling your obligations as the "issuer" (or company that is raising funds). This is an organic process that will take place throughout the lifetime of our engagement. Key documents that are utilized during this phase include:
All great stories come to an end. However, that just means the end of this engagement, but not the end of all future engagements; or your company. It means that investors have the expectation to get their money back with returns which can open up future prospects for further engagement with Pumapa for you. Your company may have grown significantly during our engagement and you may require a different level of investment, including a stock market listing or a sale to an industry player, or, perhaps, time to start purchasing competitors. We are happy to help.
We help our clients with their general business and start-up needs, including business plan writing, pitch deck preparation and the establishment of corporate governance documentation and guidelines. For ventures seeking to raise capital, these aforementioned criteria usually required before proceeding with a formalized capital raise.
Our service is a unique prospect for many new businesses as they receive real-time, professional advice on company plans and what is required to bring investors on board, both for equity and debt.