Scope: Fundraising & Strategy

Industry: Fintech

Market: Singapore & ASEAN

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Our client is a Fintech start-up that had successfully raised a few rounds of angel funding from so called “family and friends”, and it was now in a position to raise Series A from institutional investors for product roll-out and regional expansion.

 

The key challenge is to prepare the client for institutional round i.e. as opposed to angel round.

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Unlike “family and friends”, an institutional pitch requires a credible and well thought-through equity story, and we advised our client to focus on these key areas:

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• Coherent strategy

• Compelling investment themes

• Robust financial projection

• Growth drivers

• Competitive landscape

• Alignment of shareholding structure

• Technology IP

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The objective is to prepare a value investment proposition that will stand the scrutiny of the investment committee (IC) of an institutional investor; and the client duly commenced preparation work with a target to start raising Series A in 3-6 months.

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