Investor Connect Facilitation.
Investor connect facilitation helps you reach investors whose focus matches your sector, stage and round size. We help you build a target list, prepare your materials, make introductions where we have relationships, and manage the process and follow-ups. Introductions create conversations; whether to invest is entirely each investor's decision, and no funding outcome is promised.
Mapping and materials typically take 2–3 weeks. The outreach that follows depends on market conditions, your stage and investor response, and is commonly measured in months.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Founders raising a seed or early-stage round without an established investor network
- Growth companies approaching family offices, venture funds or private equity
- Companies seeking strategic investors in their industry
What you receive at the end.
- 01Investor target list with rationale
- 02Introduction notes and teaser
- 03Investor pipeline tracker with status and feedback
- 04Meeting preparation notes and feedback summaries
Investor Connect Facilitation, step by step.
Mapping and materials typically take 2–3 weeks. The outreach that follows depends on market conditions, your stage and investor response, and is commonly measured in months.
- 1
Readiness check
We review your deck, model, cap table and compliance before any investor is approached.
- 2
Investor mapping
We build a target list of investors by sector, stage, cheque size and portfolio fit, for your approval.
- 3
Make introductions
We make introductions where appropriate, sharing a teaser first and then the deck and model with interested investors, under NDA where needed.
- 4
Pipeline management
We track every conversation, schedule meetings and follow up on information requests.
- 5
Handover to diligence
When an investor proceeds, we move on to term sheet support and due diligence coordination.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Pitch deck and financial model
- Cap table and details of previous rounds
- Round size, use of funds and preferred investor profile
- Incorporation and compliance documents for the readiness check
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Investor Connect Facilitation.
Ready to discuss Investor Connect Facilitation?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.