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Investment Banking

WGA guides clients through the following steps in the capital raising process:

  • Determine capital needs
    • Review existing plans
    • Provide financial modeling and research as necessary
  • Phase the funding into rounds that to match the milestones that create value
  • Evaluate potential returns to various kinds of capital
  • Develop a "book" of suitable investors for each round of funding
  • Identify available "creative" financing alternatives
  • Design optimal financial structure
  • Create compelling documentation
  • Approach investors
  • Negotiate best deal prospects
  • Manage due diligence process
  • Serve in Acting CFO capacity (if necessary)
  • Close deals
  • Help company maintain investor relations/communications post-deal