We help you prepare to raise external capital or invest your own money in a privately owned venture.
For every investment successfully closed, a typical investor would probably look at a 100 investments, meaning that the selection process needs to be quick, concerted and with little room for mistakes. Second chances are rare, which is one of the reasons why a firm that is looking for investment would hire the services of an investment bank or financial intermediary.
In order to make you ready for an investment, investment bankers can take weeks, sometimes even months, to get the documentation and plans ready before they go to an investor, and understandably so as they would like the first impression to be strong and resounding. Unfortunately, the fees they charge can be quite high. This is where Lanop steps in and can provide you the same services but at a fraction of what the banks charge. We can work with you either on a short term retainer basis until financial close of an investment or on a longer basis where we remain your financial partner. Think of us as your own in-house Corporate Finance team working for and with you along every step.
Another trend with many investment banks and advisors is the commission structure built into the transaction. Quite often, the method of incentivising the banks/advisor through a commission on successful investment results in ‘deal chasing’ – where the advisors are driven by commissions on successful close and will accept investment from anyone just to realise their fees. Quite often, that isn’t in the best interest of your company as you will prefer an investor whom you can get along with and further, can add value to make your business grow.
Lanop’s flexible fee basis and retainer ensures that we are with you every step of the way, even post investment. If you should wish, we can structure our own fees so that we are tied into a transaction. Considering we will want to provide you with a full array of financial services for your business’ needs on an on-going basis, if we don’t already do so, you will understand why we are even more compelled to advise you in your best interests.
We offer the following services:
- Business Plan Preparation
- Transaction Services
1.Business planning, budgeting and forecasting
We help you build financial models that are robust and have consistency in the underlying assumptions to tie in with the corporate strategy and business plan narrative. We can help you identify key risks which might prevent the projections/targets from being achieved. We check the sensitivity of the projections to changes in assumptions and make sure the underlying arithmetic and accounting logic is sound. We can you help identify any key weaknesses/concerns that a potential investor or lender would spot, so you are better prepared for those meetings in due time.
1.Market Analysis and Peer reviews
2.Investor Presentations, Pitch Books & Memoranda
Documentation is key to any planning/capital raising efforts. Often this needs to be in the same language and style that an investor speaks. Lanop can help you get those documents in order, following Investment Banking and P/E norms, and make them simpler for you to understand.
The documentation drives from the business plan efforts and coupled with our access to databases for peer analysis, we can help you put together robust marketing/investor material. We can also help you put together material specific to a particular institution – whether they are a lender or an investor.
1.Pre-Investment Due Diligence
2.Process co-ordination and assistance
3.Structuring and negotiation advice
We can help prepare you for a due diligence audit by a potential investor/lender and also conduct the same on your behalf for any investments you wish to make. We can help co-ordinate the entire process and manage the data rooms on your behalf, to help enable efficient information sharing with all parties involved. We can also sit alongside on negotiations with potential investors and offer structuring /negotiation advice.
Remember that investors do this for a living, day in day-out. With us on your side, we can help anticipate issues before they arise and help you resolve them. When speaking with investors, we can translate and simplify everything they say and vice-versa, to ensure that everyone is on the same page. Don’t think of us as an external counterparty, we are an extension of you. Working with us is like having an investor on your side.
Clients Case Studies
Learn about the experiences that just a handful of our clients have had in working with us, and how we might be able to work with you.