As a trusted advisor to disruptive technology companies across high growth sectors ranging from Consumer Internet, Mobile, Analytics, Saas/Cloud, IoT, FinTech and Digital, SA has the foresight to recognize that 2019 will be the year of M&A and ecosystem investments/partnerships as it relates to how technology companies find new ways to drive accelerated growth.
Our technology focus and deep operational experience helps us understand the key value drivers, differentiation and disruptive forces shaping our client businesses. This in turn enables us to effectively position the company to global investors. SA has established credible and trustworthy network of Global Angel, Venture Capital, Private Equity, family office and strategic investors. Our growing relationship with them ensures we understand their mind-set, selection criteria and vision.
As an entrepreneur oriented team, SA is best positioned to work with you to raise the right amount of capital from the right investors, who represent the best strategic alignment with the entrepreneur's vision for growth and cultural fit.
In any Capital Raise transaction, SA evaluates the merits/demerits of participation from strategic or financial investors and advises the entrepreneur and existing investors (shareholders) on optimal structure for the round of capital. We leverage our global investor network extensively and are focused on creating the most optimal solution for each Capital Raise situation, based on stage of a company’s growth journey, sector and our clients' objectives.
In exceptional situations, we may get involved at a pre-Series A stage with companies which are disrupting a significant market. In such situations, clients rely extensively on SA's Venture Advisory team, which works with entrepreneurs to refine the vision and prepare the company on all aspects which are essential for raising institutional capital. Some of these steps include:
- Preparation of Independent Audit Reports and Financial Reporting
- Preparation of Investor Docs (Teasers, IM, Financial Model, Biz Plans, etc.)
- Advise on Valuation and Round structuring
- Short-list Investors with the best Strategic and Cultural fit
- Plan for Investor Road-shows
- Engage with Investors on transaction structure/valuation discussions
- Assist in Due Diligence and negotiation of termsheet
- Closure of capital raise process and Documentation of transaction