Financing Preparation
Organise company information, prepare management and coordinate materials for productive discussions with professional advisers.
Be Ready for Your Next Financing Conversation
Financing preparation brings your company information, management priorities and work plan together for productive discussions with professional advisers. We help with materials and coordination; qualified professionals assess transaction structures and terms.
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Choose the support that fits your business, your audience and your priorities. Each programme is tailored to your needs.
Financing Structures You May Encounter
These examples explain financing terminology and a key consideration for each structure. Some structures apply specifically to public companies; their relevance depends on company status, market and transaction terms.
Equity Line of Credit (ELOC)
An agreement allowing a company to issue shares to a designated investor in stages over time, subject to agreed conditions.
Key consideration: Available funding depends on the agreement's conditions and share price; new shares reduce existing shareholders' ownership percentage.
Private Investment in Public Equity (PIPE)
A public company privately sells shares or securities convertible into shares to selected investors on negotiated terms.
Key consideration: The issue price and potential number of new shares affect existing shareholders' ownership percentage.
Convertible Notes
Debt securities that can convert into company shares under specified terms and conditions.
Key consideration: Interest, repayment at maturity and conversion terms affect cash needs and potential dilution of existing ownership.
At-the-Market Offering (ATM)
A public company sells new shares into the public market over time at prevailing market prices, typically through a sales agent.
Key consideration: Proceeds depend on share price and market demand; new shares reduce existing shareholders' ownership percentage.
These are general explanations of terminology; we do not offer, recommend or arrange these transactions. Appropriately qualified professionals assess specific financing structures and terms.
Build a Programme That Works for Your Company
Discuss Financing PreparationSupport is subject to confirmation of applicable legal and regulatory requirements. We do not guarantee funding, professional introductions or any transaction outcome.