At Kaeros, we view ourselves as financing partners from the outset of a financing capital raise, right through to financing close, and beyond.
As such, we are not transactional advisors but rather long-term strategic partners to your business. We endeavour to add value through a detailed and comprehensive end-to-end financing process, for which the ultimate outcome is to position your company in the best light with lenders.
To that end, we have formulated the following Kaeros Process, to ensure success:
The First Meeting: Each engagement starts with an initial conversation where we get to know you and your business, hear what opportunities and challenges might be available to management and understand your current capital structure.
Signing Up with Kaeros: Following an agreement to move forward, we draft and execute our General Service Agreement (or “GSA”).
Pre-Market Launch Prep: Executed GSA on hand, our team will then prepare a comprehensive due diligence checklist, including a capital raising questionnaire, for your completion and which is tailored to your business and particular situation. The information collected will assist us in gaining an in-depth understanding of your company. Information on hand, we then work with you and your finance team to get you market ready. This means creating an investor presentation (known as a Confidential Information Memorandum or “CIM”) as well as all customary due diligence items that lender(s) will require to issue an offer of financing.
Market Launch: Once all marketing materials are prepared, Kaeros will disseminate the information to lender(s) across our broad investor network, including schedule A & B banks, credit unions and subordinate, mezzanine and venture debt lender(s). Kaeros will act as the intermediary between lenders and client by responding to all lenders questions, in order to garner various offers of financing for your consideration.
Term Sheet Comparison: Offers of financing on hand, we will review these offers with you in detail in order to select the most appropriate financing structure for your company.
Financing Close: With best Term Sheet chosen, we move swiftly to legal due diligence and closing, managing all communication between lender(s) and legal counsel, until the funds are in your account.
We often remain as advisor to our clients long after closing to assist with post-closing legal and financing matters. Depending on financing complexity, as well as quality and availability of due diligence materials, our work together could take between 3 to 6 months.
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