Build the next stage of your business with a clear funding plan.
You are preparing a funding round or scaling your company. CGPH Banque d’affaires brings your business model, financial plan and investor story together, working alongside you on capital needs, governance and investor discussions.
Which stage are you preparing?
Your first institutional round
Connect your commercial progress, funding needs and ownership structure in a clear case for the investors you want to approach.
A larger growth round
Build the financial model, milestones and use of funds around the next phase of expansion, with governance that supports it.
A new direction for the business
Bring the operating plan, cash needs and shareholder priorities together when your business model or investment plans evolve.
A funding case built from your business
- Business model and milestonesReview revenues, margins, customer metrics and growth assumptions to connect the funding requirement with measurable business milestones.
- Capital and governanceCompare round size, shareholder dilution, ownership structure and governance priorities with founders and management.
- Investor preparation and dialoguePrepare the financial model, teaser and pitch deck, select relevant investors and coordinate discussions and negotiation support.
A coordinated team alongside the founders
CGPH combines strategic and financial preparation with investor dialogue. We coordinate the timetable and the financial and governance questions through the transaction process.
Qualified legal and tax advisers handle shareholder agreements, transaction documentation and the treatment of proposed arrangements. We bring their work together with the founders’ priorities and the terms under discussion.
Prepare the materials and the equity process together
Your investment story, financial model and funding timetable should support the same growth plan. We connect preparation of the materials with venture capital advisory when an equity round is the next step.
Tell us about your next stage
Tell us where the business stands, what you want to achieve and when you plan to raise capital. Our first discussion focuses on your priorities and the preparation for your next funding round.
Your questions
- At what stage can CGPH get involved?
- We work with founders preparing an institutional round and scale-ups planning their next stage. We start with the business model, operating progress, capital needs and governance priorities.
- How do you prepare the investor story?
- We connect customer and operating evidence, financial assumptions and planned use of funds. The model, pitch deck and investor discussions share the same business rationale.
- How do you support investor discussions?
- We identify relevant investors, prepare the discussions and coordinate information requests and negotiation support alongside the founders and their appointed advisers.