BUSINESS SITUATION
Our client was mandated to explore strategic options to raise money through private placements. It had an ambitious target to raise over $20 million through a round of funding to scale operations and expand market reach with additional capital.
SGA APPROACH
- Comprehensive Business Analysis: We thoroughly analyzed the client's business model, financials, and market positioning. This helped identify the areas for improvement and articulate a compelling narrative for potential investors.
- Financial Modeling: We worked closely with the client to develop detailed financial models that projected the company's growth potential. This included revenue forecasts, cost structures, and return on investment scenarios.
- Investor Targeting: Leveraging our financial database, we identified potential investors with a strategic interest in the fitness technology sector. This involved creating a targeted list of venture capital firms, private equity investors, and angel investors.
- Pitch Deck Creation: We collaborated with the client to create a pitch deck, ensuring it effectively communicated the company's value proposition, market opportunity, and growth strategy. This involved crafting a compelling story backed by data and visuals.
- Due Diligence Preparation: Anticipating investor inquiries, we assisted the client in preparing a comprehensive due diligence package. This included addressing potential concerns and providing transparent documentation of the company's financials, intellectual property, and customer testimonials.
ENGAGEMENT
SGA engaged with the client on an FTE basis to support its successful equity-raising assignment. Following the achievement of our shared goals, the client opted to extend our collaboration, signing up for additional FTE support on an ongoing basis.
BENEFITS & OUTCOME
- Successful Fundraising Campaign - The firm secured $20 million in funding
- Focused pitch for enhanced valuation
- High-quality output delivered
- Quick turnaround time
- Support from sector specialists
KEY TAKEAWAYS
- 30% more client-facing time
- End-to-end deal support with access to SGA's BIS and graphics services
- Thorough evaluation of business model and sector performance
- Developed strong pitch along with detailed financial models for attractive valuations
- Identified the right set of potential investors leveraging advanced databases and technologies
