Raising capital?
An approach designed to maximise your chances of success.
At INVEST DIRECT, we believe that successful fundraising is about providing objective, tangible evidence to investors.
Your company’s success is our priority, so we’ve developed a model that combines the technology and agility of a marketplace with a reliable, independent analysis system and on-demand internal support service.
Support
From the moment your company profile goes live on the platform, to the publication of the Apollonian research and the presentation of your company to investors, we are at your side and ready to guide you through every stage of the fundraising process. . We also coordinate the organisation of events and private meetings to help you achieve your goal.
Assessment
In Apollonian, we have found a trusted partner that provides independent assessment and valuation services.
Thanks to this exclusive collaboration, you will receive an accurate and impartial assessment of your company, an essential asset for convincing investors and successfully raising funds.
Marketplace
The INVEST DIRECT platform is designed to give you visibility to a community of qualified investors.
They are able to view all the information and documents published on your dashboard, knowing that you you have control over the confidentiality of your data.
More information about the INVEST DIRECT ecosystem dedicated to businesses.
A solution for every need
Raise funds, find a buyer, sell a minority stake.
Obtain an independent assessment or valuation of a company.
Securitise your capital and make it transferable between financial institutions.
Calculate the value of your company for your shareholders on a regular basis.
Use the tools of the trusted third party in Private Equity.
How does it work?
- Signature of the INVEST DIRECT contract
We get to know each other and establish a partnership based on your needs. - Creation of your company profile
You access your personal space to complete your profile, which will serve as a showcase for our community of investors. It must be detailed and include key information such as stage of development, business sector, valuation, type of transaction envisaged, etc. - Expertise
We carry out a study of your company with Apollonian. This exclusive, independent partner provides a rigorous analysis of the financial, strategic and operational aspects of your business. - Operation structuring
Our team of experts provides you with personalised support and guide you in structuring the key parameters of your financial deal. We also offer you the opportunity to securitise your capital for distribution to financial institutions. - Posting of your company page and promotion
Your company is visible on the platform and is included in our catalogue of investment opportunities. Our community of investors can access your profile at any time. We are committed to ensuring that your company attracts the attention of potential investors. - Support
We’re with you every step of the way. Your company profile will remain active and accessible for future funding needs.
We strongly recommend that you update your information regularly so that our community of investors receives your news and remembers you.
How much does it cost?
We offer a basic analysis and service for a competitive fee of CHF 11,000 as detailed below. We then charge a 4% commission on funds raised through our platform, ensuring that our interests are aligned with your success.
Support, independent assessment and valuation
CHF 11’000
Vendor Due Diligence
Bespoke
Success fee
4% of funds raised through INVEST DIRECT
Nous proposons également des prestations supplémentaires détaillées ici sur demande de devis.
Do you already have some of these items? Then get in touch!
The benefits of INVEST DIRECT
An independent assessment and valuation service with Apollonian, our exclusive partner.
Support at every stage of your fundraising process, from initial valuation to closing.
A solid community of investors with privileged access to Private Equity market.
Securitisation facilitated by our network of independent partners.
FAQ
1) Data collection
-> fundamental aspects of the company
-> company history
-> financial information
-> legal aspects
-> business plan (3 to 5 years)
-> list of partnerships and customers (or, if applicable, a list of current letters of intent)
-> intellectual property portfolio and technology description
-> Latest financial statements (even unaudited) and accounts for the last three years
2) Management interviews
-> company strategy
-> type of transaction
3) Company analysis
-> Target market
-> Products and services
-> Business model
-> Balance sheet and cash flow analysis
-> Financial ratios
-> Free cash flow and liquidity
-> Debt and insolvency
-> Performance and viability
-> Business plan with industry metrics
-> Multi-year balance sheet analysis
-> Credit score and observations
-> Financial valuation
-> Estimated future value
It depends on the availability of documents, but generally takes between 3 and 6 weeks.
No documents are freely available on our website. A business brief is available to the recipients of our catalogue of investment opportunities (private investors, wealth managers). Additional information is generally available subject to a confidentiality agreement.
Our team of professionals is on hand to help you with your financial transaction. This may include the legal aspects and/or the financial structuring of your transaction.
Yes, we charge a success fee of 4% on funds raised through the Invest Direct platform.