Raising Capital
At KROST, our capital raising services involve helping business owners raise capital either through the issuance of equity, debt, or both. This includes business valuation, creating investor/lender presentations, research and outreach to investors/lenders, participation in management presentations, analysis of offers, and deal negotiation. Once high-level terms are agreed we continue to be involved in due diligence and supporting the legal process through to a closing of the transaction. We can also assist clients with current debt by re-negotiating or re-financing it.
Our Capital Raising services include:
- Ensuring that the clients books are in good order and compliant with the standard of accounting investors/lenders would want to see
- Preparing reviewed or audited financials if required
- Preparing historical financials and projections to include in the company’s presentations
- Creating Investor/Lender Presentations and Executive Summaries
- Creating an investor/lender list from our extensive contacts of investors and lenders
- Reaching out to and engage investors/lenders (one-by-one)
- Negotiating deals terms resulting in the receipt of written Term Sheets
- Analyzing offers and giving advice on price and deal structure to ensure maximum value and tax efficiency
- Participating in management presentations
- Participating in the due diligence process to ensure accurate and consistent information is communicated to the investor/lender
- Providing support to legal counsel and other professionals during the legal process
- Remaining involved through to the closing of a transaction
- Providing post-transactional services such as accounting, audit and tax services
In addition, we can
- Re-negotiate the terms of current corporate debt or
- Payoff and replace that debt with a re-financing from a new lender
