Obtaining financing — secure capital raising

Acquiring an investor is one of the key stages in the development of a company – whether we are talking about foreign expansion, implementing innovations, restructuring or preparing to sell the company. We help companies at every stage of the investment process: from the preparation of materials, through the choice of financing strategy, to the negotiation and finalization of the transaction.

We advise both entities seeking financial investors (VC funds, PE funds, family offices) and strategic (industry) investors, supporting the selection of the optimal structure and securing the interests of the owners. Obtaining financing requires a combination of legal, financial and communication competencies – our interdisciplinary team advises comprehensively.

We also support companies that are preparing to go public or planning to raise capital through initial public offerings (IPOs). We assist in understanding regulatory requirements, creating communication policies and building relationships with institutional investors.

They trusted us

  • YouNick Park

  • Summ-It

  • Panda Group

  • SoftwareMill

  • Unimot

  • Primetric

  • Artemis Capital

  • Qrtag

Obtaining financing — range of services

Funding acquisition strategy

  • Analysis of strategic goals and development plans of the company.
  • Choice of the form of investment: issue of shares, loans, bonds, equity funds, industry investor.
  • Identification of potential investors and channels for reaching them.
  • Develop a timeline and steps for the fundraising process.
  • Advice on building the company’s value with a view to attracting an investor.
  • Support in choosing the timing of the investor’s entry and defining its role in the ownership structure.

Preparation of investment materials

  • Development of teasers and information memoranda (IM).
  • Preparation of financial models, forecasts and investment indicators.
  • Preparation of pitch decks and presentation materials.
  • Organizing the data room and putting the company’s records in order.
  • Ensure materials are in line with investor market expectations.
  • Assist in the preparation of ESG reports and non-financial analysis – growing in importance for investors.

Negotiations with the investor

  • Support in communication with investors – industry and financial.
  • Advising on the negotiation of term sheets and letters of intent (LOI).
  • Develop negotiation strategies and recommendations for management/owners.
  • Support in evaluating bids and proposals from investors.
  • Securing key interests of owners and management in investment agreements.
  • Assist in resolving contentious situations in the course of investment talks.

Documentation and finalization of the transaction

  • Preparation or analysis of transaction documentation (investment agreements, shareholder agreements, SPAs).
  • Advice on the rights and obligations of the parties after the transaction.
  • Coordinate the signing of contracts, settlement and closing of transactions (closing).
  • Corporate registrations and formalities on the part of the company.
  • Coordinate with notaries, tax and financial advisors.
  • Support for notification of concentrations to the OCCP, if the nature of the transaction requires it.

Post-investment support

  • Assist in post-transaction investor relations (corporate governance, reporting, reporting).
  • Support for planning the next investment rounds.
  • Advising on a possible investor buyout or share restructuring.
  • Monitor the implementation of investment arrangements and contractual provisions.
  • Handling shareholders’ meetings and general assemblies to pass development milestones.

Obtaining debt and grant financing

  • Advice on obtaining investment and working capital loans.
  • Support in applying for EU, national and international funds.
  • Assistance in negotiations with banks and financing institutions.
  • Preparation of documentation required by financial institutions and grantors.
  • Assessing the risks and profitability of debt vs. equity financing.
  • Assistance in obtaining guarantees and collateral required by financing institutions.
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Our clients' industries

New Tech E-commerce IT Media supply Fuel sector Medical sector Transportation sector

Why should you work with us?

  • Understanding of the investment market – we know the realities of how funds and strategic investors operate, which allows us to position projects effectively.
  • Comprehensive approach – we combine legal, financial and strategic advice in one team.
  • Alignment with the industry – we have experience working with technology, industrial, service and commercial companies.
  • Flexibility – we tailor the scope of support to the scale of the project and the client’s needs.
  • Transactional experience – we have conducted dozens of fundraising processes and M&A transactions.
  • Efficiency and discretion – we operate effectively, protecting client confidentiality and reputation.
  • Support at every stage of the investment process – from strategy to documentation to post-closing relations.
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