Prepare the equity round your next stage requires.
Your next round needs to connect the development plan, capital requirements and the future ownership of the company. CGPH Banque d’affaires helps founders and management teams prepare a venture-capital process around those decisions.
Start with the milestone the capital must support
We assess the funding requirement against the company’s development priorities, financial plan and available evidence of progress. The investment case needs to explain what the proposed round is intended to achieve and how the business will use the capital.
Situations we help prepare
A first institutional round
Prepare the investment case, financial information and governance for a transition from early backers to institutional investors.
A growth round
Connect the funding plan with expansion priorities and the implications of new financial or strategic investors.
A later private round
Prepare capital and governance ahead of a later strategic milestone, including a contemplated pre-IPO round where relevant. Listing services remain a separate workstream.
A corporate venture initiative
Support the definition of the investment thesis, governance and preparation of selected opportunities within the agreed mandate.
Prepare ownership and governance as well as the funding case
Valuation, dilution, shareholder rights, board arrangements and employee participation shape the implications of a round. We help founders examine these choices with the relevant qualified professionals, taking account of the company’s future financing needs.
What the mandate can cover
- Capital requirements, financial model and investment case.
- Presentation materials, data room and the information-sharing process.
- Investor criteria and coordination of the agreed engagement process.
- Analysis of proposed terms and coordination of negotiation, documentation and completion with the responsible advisers.
Bring your next funding milestone into focus
Share the company’s stage, development priorities, capital sought, ownership structure and timetable. We can discuss the preparation required before a potential mandate.
Investor participation, valuation and funding commitments are decisions for the relevant parties. Any regulated placement activity remains with appropriately authorized parties.
Essential questions
- How is the size of a round assessed?
- We connect the proposed funding with the financial plan, development milestones and ownership implications. The amount ultimately raised depends on the process and the commitments agreed with investors.
- Can you help prepare governance and the ownership structure?
- Our advisory work can include these dimensions alongside the financial case. The mandate defines the work coordinated with the company’s legal and tax professionals.
- How is confidentiality managed?
- Information is prepared and shared according to the stage of the process and the counterparties involved. Appropriate confidentiality arrangements and staged access are considered within the mandate.