Sponsors Tell Your Story


A well-managed Private Offering is more than just raising money- it’s a way to build global relationships

“Having worked with small and medium businesses for several decades, we set up offerings that allow Sponsors to present their investment opportunities to sophisticated investors in a compliant manner.”

What many entrepreneurs often miss is a chance to tell their story to investors.  A Private Offering, presented with a strong and well-thought-through excel spreadsheet can explain your in-depth knowledge of development costs, categorizing development activities and explaining how you apply money and time to these activities will demonstrate that you’re planning for success. It also shows investors that you’re deliberate in filtering all the potential situations that could impact your firm’s development.

Being able to generate concrete numbers to your partners often goes overlooked. If you try and guess when you don’t have reliable numbers, you can get caught flatfooted.

This, in turn, questions your forecasted returns, your ability to determine your effective IRR, and lowers investor expectations.

When lenders or equity partners look at you, they want to know that the cash flows from sales is going to cover your cost, the debt service, and produce a return.

Just as important as the numbers in the spreadsheet, the numbers never tell the whole story. Being a business archaeologist and identifying the painstaking details of your business can make the difference between investors taking a pass on your company or having ownership or debt with your firm become their next investment.