Pricing/Fees
What types of fees are typically involved in your advisory services?
Advisory fees can include retainer fees, upfront fees, success/back-end fees, and performance-based fees, each serving different purposes in the advisory process.
How are retainer fees structured, and what purpose do they serve?
Retainer fees are fixed amounts paid to the advisor regardless of deal success. They incentivize the advisor to work on the account and prepare the business case, varying based on deal complexity and duration.
Are upfront fees common in capital raise advisory services?
Yes, upfront fees are often charged at the time of engagement, ensuring commitment from the client and serving as a form of retainer. The structure typically involves a percentage of the deal consideration.
How do success/back-end fees work in capital raise advisory agreements?
Success fees are contingent on deal completion and are usually a percentage of the transaction value. The structure may tier based on the deal size, with different percentages for various consideration ranges.
How do you determine your pricing structure?
Fees may vary based on factors such as geography, deal complexity, industry norms, size of the deal, and existing relationships with advisors. These factors can influence fee negotiations and customization options. Our pricing is determined based on the scope and complexity of the project, ensuring fair and transparent fees for our clients.
How do our fees compare with industry standards?
While investment banking fees can be higher due to the specialized nature of services provided, our fees are very reasonable. We usually offer performance-based fees tied to specific milestones and transparent pricing communicated upfront.
Are your fees negotiable, especially for larger deals?
Yes, our fees are often negotiable, allowing companies to customize fee structures based on their needs, transaction complexity, and advisor expertise. Customized arrangements may include a mix of upfront and success fees.
How transparent are you about fee structures?
We prioritize transparency and disclose fee structures upfront. Our website provides information on services and fee arrangements, ensuring clarity for clients.
Transparency
How do you ensure effective communication and engagement with clients?
We prioritize open communication and collaboration, providing regular updates, feedback opportunities, and dedicated support throughout the advisory process.
How do you keep clients informed throughout the capital-raising process?
We prioritize clear and open communication, providing regular updates via email, phone calls, and virtual meetings to discuss progress, potential investors, and any changes.
What kind of documentation do you provide for capital-raising projects?
We create comprehensive documentation, including detailed financial models, investor presentations, and term sheets, to ensure that clients understand the terms, risks, and expectations associated with raising capital.
How do you ensure the credibility of potential investors?
Before introducing clients to investors, we conduct thorough due diligence on both sides, assessing credibility, financial stability, and track records to ensure alignment with our clients’ goals.
How do you address conflicts of interest?
We maintain strict policies to avoid conflicts that could compromise client interests, disclosing any potential conflicts and taking necessary steps to mitigate them.
Do you offer educational resources on capital raising?
Yes, we organize workshops and seminars to educate clients about the process, legal requirements, and investor expectations, empowering them to make informed decisions and understand transparency aspects.
How often do you provide progress updates?
We provide regular reports covering milestones achieved, investor feedback, and any adjustments made throughout the capital-raising journey, ensuring transparent updates for clients to actively participate in the process.
How do you define and measure success in capital advisory projects?
We define success based on the achievement of agreed-upon objectives, measurable outcomes, and the long-term impact of our advisory services on our clients’ businesses.
Differentiation
What unique value does your firm offer?
We provide tailored solutions backed by deep industry knowledge, strategic insights, and a commitment to delivering tangible results for our clients.
How do you differentiate yourselves from other capital advisory firms?
We differentiate ourselves through our client-centric approach, innovative strategies, and a proven track record of success across various sectors and markets.
Can you accommodate unique or specialized capital advisory needs?
Yes, we offer flexible solutions tailored to meet the specific requirements and objectives of each client, regardless of their size or complexity.
Do you tailor your services to each client?
Absolutely. We customize our approach based on industry, company size, and specific needs to address transparency concerns unique to each client’s situation.
Do you leverage technology and data analytics in your capital advisory services?
Yes, we utilize cutting-edge technology and advanced analytics tools to enhance decision-making, optimize processes, and deliver data-driven insights that drive value for our clients.
Expertise
What expertise does your team bring to the table?
Our team comprises seasoned professionals with diverse backgrounds and extensive experience in capital advisory, finance, and related industries.
How do you assist clients struggling with storytelling?
Through workshops and consulting, we help craft compelling narratives.
Can you help clients with fundraising?
Yes, we guide them through the process and connect them with investors.
Do you aid clients in accessing markets like the USA, India, and the Middle East?
Absolutely. We offer strategic insights and connections in those regions.
How do you stay informed about industry trends and market developments?
We actively monitor industry trends, conduct market research, and leverage our extensive network of industry contacts and thought leaders to provide clients with timely insights and strategic guidance.
Do you offer capital advisory services internationally?
Yes, we have a global network of partners and affiliates, enabling us to provide comprehensive capital advisory services across various geographies and markets.
Confidentiality & Risks
How do you handle sensitive information and maintain client confidentiality?
We adhere to strict confidentiality protocols and industry best practices to safeguard our clients’ sensitive information and maintain their trust.
What happens in case of personnel changes or transitions within your firm?
We ensure seamless continuity by leveraging our collective expertise, cross-functional collaboration, and comprehensive knowledge management practices to minimize disruptions and maintain service quality.
How do you mitigate risks associated with capital advisory projects?
We conduct thorough risk assessments, implement robust risk management strategies, and provide proactive guidance to help clients navigate potential challenges and uncertainties.
Startups
What complimentary mentoring services does your advisory offer for startups and founders?
Our advisory provides complimentary mentoring sessions ranging from 15 to 30 minutes, depending on advisor availability. These sessions aim to support young entrepreneurs in their journey to success. If you want a complimentary mentor, contact us.
What should I do if I can't access a mentoring session due to advisor availability constraints?
If you’re unable to schedule a mentoring session due to limited advisor availability, we recommend sending an email outlining your query or concern. An advisor will respond to you as soon as possible to provide guidance and assistance.
How can I maximize the benefit of the complimentary mentoring session within the limited time frame?
To make the most of your mentoring session, come prepared with specific questions or topics you’d like to discuss. Focus on areas where you need guidance or support and be ready to engage in a productive dialogue with the advisor.
What can I expect from the complimentary mentoring session?
During the session, you can expect personalized advice, insights, and recommendations tailored to your startup’s needs and challenges. Our advisors are committed to providing valuable guidance to help you navigate your entrepreneurial journey effectively.
Is there a limit to the number of complimentary mentoring sessions I can receive?
While we aim to assist many startups, our time is limited. Priority is given based on availability. Each startup is entitled to maximum 30-minute session. Additional sessions incur a nominal fee, varying based on advisor and project complexity. Our rates are very reasonable.
How can I be sure I'll receive the help I need through the complimentary mentoring service?
While we can’t guarantee specific outcomes, if you have a growth mindset and are open to connecting with experienced individuals, you’ll find value in our company.
Why you offer free services to some startups?
Our advisors genuinely enjoy helping others and sharing their experiences. They find fulfilment in contributing to someone else’s growth and learning journey. Additionally, mentoring keeps them sharp, allows them to learn from mentees.