The Process
Progressing through your investment raise
We aim to keep our raise process as streamlined as possible for all involved and there are 8 main stages.
01
Stage 1
Your initial information
Submitted through our online raise process, we'll review your key information - notably your business plan, financials and investment presentation.
02
Stage 2
Reviewed by our investment team
Upon receipt of the requested information, our investment team will undergo an initial review to determine suitability and appropriateness.
03
Stage 3
Meeting & further information
For suitable opportunities, we will invite you to discuss your business further and request additional information where appropriate. There may be multiple meetings.
04
Stage 4
Presented to our investment committee
Once determined by our investment team to meet our criteria, your opportunity will be presented to our investment committee for approval.
05
Stage 5
Investment agreements & legal documentation
Further to approval from our investment committee, our legal team will work with your lawyers to produce investment agreements and all required legal documentation.
06
Stage 6
Live on the platform
With our online co-investment platform host to all of our opportunities, we will create your investment opportunity onto the platform and once approved, we'll go live!
07
Stage 7
Investor discussions & presentations
Throughout your opportunity being live, we will liaise collaboratively with investors in a range of ways, from in person to events to online webinars.
08
Stage 8
Raise completion
Upon successfully receiving the target investment amount, the opportunity will be closed and full legal completion will take place and funds provided to you.