Equity & Debt Capital Structuring

Venture First is not an investment bank and does not provide success-fee-based capital raising services.  However, VF professionals have developed a great deal of expertise in structuring complex and difficult-to-solve capital structures.  They have strong relationships with venture capital, private equity, family office and other high-net-worth equity investors, as well as commercial banks and other alternative lenders.  In addition to this network of relationships, Venture First’s own funds and special purpose vehicles often make investments in or provide lending facilities for certain types of deals.  Regardless of the source of capital, VF always works closely with companies to understand their goals, opportunities and challenges in an effort to carefully craft a capital structure that fits.  From a consulting perspective, some of the many activities that Venture First provides in this vein include:

• Comprehensive review of company and various situational factors

• Clear and achievable improvement strategies to maximize valuation

• Crafting of a target optimal capital stack

• Development of an institutional-grade deck

• Creation or augmentation of an in-depth financial model

• Curation of a highly focused investor and/or lender target list

• Build-out of an anticipatory data room

• Market research and competitive analysis

• Valuation and private transaction comparables

• Introduction to banking relationships

• Limited document review by general counsel and transaction professionals

• Board and investor materials and communication to accompany process

• Ongoing timely diligence support

• Weekly management calls and streamlined communication