Raising capital? We can help
- To assess or value your company via an independent trusted third party?
- To raise funds, find a buyer, sell a minority/majority stake of your company?
- To get an independent second opinion or valuation of a company/asset you plan to acquire/invest in?
- To securitize your cap table to make it easily transferrable between financial institutions?
- To set a value for your company to enhance its liquidity?
Some of your undeniable advantages
An independent assessment and valuation service thanks to our exclusive partnership with Apollonian
Support for all types of transaction from our team of fundraising and M&A professionals
Access to a stable and long-term investor base
Simplified securitization in Switzerland thanks to our network of partners
How does it work?
How does it work?
How much will it cost your company?
Logic will take you from point A to point B.
Imagination will take you everywhere.
1) Data collection
o fundamental aspects of the company
o company history
o financial information
o legal aspects
o most recent strategy and business plan
o list of partnerships and customers (or, if applicable, a list of current letters of intent)
o intellectual property portfolio and technology description
o Latest financial statements (even unaudited) and accounts for the last three years, as well as business plan for the next 3 to 5 years.
2) Management interviews
3) Company analysis
o Target market
o Products and services
o Business model
o Balance sheet and cash flow analysis
o Financial ratios
o Operational efficiency
o Free cash flow and liquidity
o Debt and insolvency
o Performance and viability
o Business plan with industry metrics
o Multi-year balance sheet analysis
o Credit score and observations
o Financial valuation
o Estimated future value
It depends on the availability of documents, but generally takes between 2 and 4 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), who all sign confidentiality agreements.
We put all our resources at your disposal to help you raise funds. This ranges from legal support to the financial structuring of your deal.
Yes, we charge a success fee of 4% on funds raised through the Invest Direct platform.