SERVICES

Full Advisory and Representation

This set of services entails a full team effort. From start to finish, we represent you with lenders and investors.

1. Raising Capital – Debt

Bank loans can be a quick and inexpensive source of capital. My team gives the full service that would get you the money you need. Our services include activities from preparation, planning and implementation. Here’s a few of the specific services you could expect from my team:

  • Financial Analysis – we go deep into your financial statements and business plans to figure out the best capital raising plan for your business.
  • Information Memo – we review this comprehensive document required by banks, especially when you want to raise capital fast. The documents is designed to answer most questions a banker may have about your business.
  • Financial Structuring and Funding Mix – business loans must be tailored to your business needs. My team figures out the ideal terms and types of loans you need then negotiate with funders for you.
  • Documentation – my team works with lawyers to make sure that the approved terms of the loans are properly documented and well understood.
  • Management – We don’t stop after the loan is granted to you. We also help in ensuring that the loan use and repayments are properly managed to avoid defaults.

2. Raising Capital – Equity

We also help in securing investors for your business. While more expensive than loans, investors can be ideal when you’re launching a new project. Bank’s can’t finance 100% of the cost of a project, so you would sometimes need outside investors to help you.
While similar to raising loans, investor terms are usually more specialized, and so require more attention to detail. Here’s a few of the specific services you could expect from my team:

  • Financial Analysis and Projections– we go deep into your financial statements and business plans to figure out the best capital raising plan for your business. We also review the projections you made, and make suggestions on how adjustments can be made.
  • Information Memo – we review this comprehensive document required by the investors, especially when you want to raise capital fast. The documents is designed to answer most questions an investor may have about your business.
  • Financial Structuring and Funding Mix – equity investments must be tailored to your business needs. My team figures out the ideal terms that would be fair for both parties
  • Documentation – my team works with lawyers to make sure that the terms of investment are properly documented and well understood.
  • Management – We assist you in dealing with the investment team and may act as an independent third party. We ensure smooth communications between you and the investor at all times

3. Leveraged Investments

Some of your extra assets may be sitting idle and not being deployed productively. We could help unlock the value of such assets and assist you in reinvesting the money to more productive uses. Returns from 6% per annum upwards can.

  • Identifying Assets – we help review your business and related personal assets to see how best to utilize the value of such assets
  • Investment Plan – we work with you to develop an investment plan for your business using the assets we have identified
  • Capital Pooling – some investments require more capital than what your assets can give. We help coordinate larger investment pools and make sure that everyone is on fair terms.

Advisory and Consultation Only

Should you only require technical advice and consultation for your projects, limited services may be arranged. Depending on what you would need, fixed fees may be applicable.