Our process
Four stages, from the first conversation to a financing decision.
We tailor every process to the company's situation, but it always rests on the same principles: transparency, structured communication and respect for confidentiality.
Stage 01
Initial discussion and assessment
We get to know the company, its situation and the purpose of the financing. We discuss expectations, timing and constraints. At this stage we assess together whether, and to what extent, we can help.
What you receive
- An initial definition of the financing need
- A shared understanding of the scope of work
- Clarity on the next steps
Stage 02
Information review and financing case preparation
We review the available financial and operational information and help prepare a coherent financing case: a description of the company, the purpose, the proposed structure and the sources of repayment.
What you receive
- A well-organised set of information
- A financing case prepared with lenders in mind
- Early identification of questions lenders may raise
Stage 03
Discussions with potential lenders and comparison of terms
Once the scope and the institutions to approach have been agreed with you, we contact potential lenders. We gather the proposals received and present them in a comparable form.
What you receive
- Lender contact strictly within the agreed scope
- A side-by-side summary of available terms
- A discussion of the differences between options
Stage 04
Coordination of next steps toward financing
When you have chosen your preferred route, we help coordinate the next stages with the lender and your advisers, through to the financing decision.
What you receive
- Coordinated exchange of information and documents
- Keeping to the agreed timetable
- Support in communication with the lender
Principles
What guides us at every stage
Your consent
No information about your company is shared with lenders without your prior consent.
Your decision
We prepare the basis for a decision, but the choice of route is always yours.
Candid conversation
We are open about what is realistic, including when financing may not be available at a given moment.
Decisions to provide financing, and on its terms, are made solely by financing institutions.
A first conversation
Let's discuss your company's financing needs.
The first conversation is about understanding your situation and establishing whether, and how, we can help.
Arrange a first conversation