Guide,
Connect,
Execute.
Industry experts at dotting the i's and crossing the t's so FinTech Loan Originators and Embedded Finance platforms can secure the funding they need to scale their businesses.
When you only get one chance to make a good first impression, we make sure it counts.
Why do we advise?
Institutional debt financing is a totally different ball game to raising equity capital.
We fill in the knowledge and networks that founders often lack.
We bring seasoned capital markets veterans that would be near impossible to hire as full time employees.
Earlier-staged startups often make the mistake of hiring for roles that should be outsourced instead of hiring for roles that institutional debt investors would want insourced. Hire smarter by working with us.
More than an outsourced capital markets team. We advise C-Suite, boards, equity investors, heads of risk, credit & product, tech, legal, accounting and finance teams so that you always put your best foot forward.
Looking at a strategic acquisition or disposal (business spin-off, loan book acquisition, competitor roll-ups, etc)? We have the experience to advise you and your board of directors.
When do we advise?
We like to work with clients prior to starting a debt capital raise.
This allows us to ensure we have enough time to build solid foundations. While there is no specific time period, it’s important that we have enough time to carry out the first step in our process and that’s dependent on each client’s individual status.
Who do we advise?
We’re focused on emerging and frontier markets but also will work on new and novel asset classes originated by FinTechs in developed markets.
Fintech Loan Originators
Who are looking to raise debt capital from global institutional investors or who need strategic M&A advice for their whole business, loan portfolios or lending operations.
Embedded Finance Startups
Who need help building and validating their new lending product and the infrastructure to support it before stepping out in front of debt investors.
Venture Capital Firms
Who need help optimising and growing their FinTech portfolio companies.
How do we advise?
Raising capital as a FinTech Loan Originator or Embedded Finance platform in an emerging market is no easy task. With us, you’re in safe hands.
Assess, Review, Guide.
Analysing loan product investor suitability, underwriting policy, credit scoring framework, risk management and collections, HR, KYC and AML policies, cashflow modeling. We check every box, find the skeletons in the closet and begin building solid foundations.
Market, Filter, Connect.
Creating investor lists, settling on funding structure(s), reaching out and identifying just the window-shoppers. We kiss the frogs so our clients can find their prince.
Transact, Document, Execute
Creating price-tension and negotiating leverage, advising our clients on investor suitability and delivering a signed term sheet. Negotiating transaction documentation and overall deal structuring, managing external advisors (such as lawyers accountants, corporate service providers) and delivering a completed transaction. We stay involved and captain the transaction from “kick-off to closing”.
Finalise, Review, Advise.
Assisting the platform’s compliance with operational matters post-closing. Advising the C-Suite and Board on “What’s Next” in their capital markets journey. We can be nominated to your board as an independent Director and its expert on capital markets, M&A and strategic funding and capital formation.