What Is It About?
We advise on your prepared detailed financial analysis of your Company. We would also risk profile the working capital requirements based on financial information provided to us.
We would assist your company in developing an appropriate lender negotiation strategy, helping to define the general terms that should be used in seeking lenders and the information needed to be provided to qualified lending candidates. We would also assist in the development and negotiation of key loan agreements, and, as appropriate, any related contracts.
We will review the financial model(s) to assess the economic viability. Finally, we would lead the Company in coordinating road shows and marketing drives to assess interest in the project and target potential lenders..
ANNA TSOY CONSULTING
"Smart Money CFO was our missing piece . A reliable virtual CFO with a simple, elegant system, at a consistent monthly price."
PATRICK DEER CEO, BUTTER BOX
"Smart Money CFO gives me the peace of mind that my business finances are being done right, so that I can focus on growing my business operations."
Professional Tax Services for Small Businesses
We would advise on the proposed structure of financing documents and assist in the development of legal structures and all other relevant commercial contract summaries. We will also review, advise on and assess the financial analysis of potential financing structures (including leverage, tenor length, cash sweep mechanisms, etc.), as well as advise on preferred financing structure, including variants.
In addition, our Fundraising package includes advice on the optimal hedging strategy for the financing, developing a targeted list of capital provider candidates, supporting the development of Investment Memorandum (IM), and facilitating meetings and negotiating indicative terms with prospective debt investors.
Support for the Company and the Company’s counsel in preparing detailed term sheet(s) and lender bid invitation documentation is also included, as is assistance in the appointment of lead arranger(s), if required. Smart Money CFO will assist lead arranger(s) with syndication strategy, if required, and will also coordinate all further arrangements up to financial close.
Our average package costs around two percent (2%) of the total amount raised through debt or equity at the conclusion of the transaction.