Capital Raises
At Pivot Capital, we work with our clients to help develop their organization's most optimal capital structure. So if your company is looking for the additional capital to execute on operational strategy or an ownership team is looking to sell a minority interest to "take some chips off the table," Pivot Capital has the resources and team to deliver.
What We Do
Paired with Pivot Capital’s Strategic Advisory Services, we bring a unique approach to the investment banking industry. Positioned to source capital between Angel/VC & Institutional, Pivot Capital leverages international industry associations and networks to source the early-stage and growth capital required to take our client’s model to the next level. At Pivot Capital, we’re always excited to partner with tomorrow’s entrepreneurs and industry leaders. So let us help you with accessing capital to get there!
Our Process
Pivot Capital’s Strategic Advisory Services provides the operational guidance and support to help assist in an early-stage enterprise’s risk reduction and value enhancement. The biggest hurdle most early-stage companies have to overcome is the perception of risk within their model, management team and execution strategy, to name a few. Through our structured risk reduction and value enhancement model, we can work with our clients in a way that positions them well in the market and gives them the best opportunity to attract the capital injection they require to continue forward.
Our financial analysts will produce a detailed, defensible, and compelling economic forecast to drive a premium valuation.
What We Do
First and foremost, we work with our clients to clearly understand their strategic initiatives and growth opportunities. Once identified, we work with Pivot Capital partners to deliver the right capital to fit our client’s strategic needs.
Our Process
We start by clearly articulating the client’s market opportunity and strategic goals.
Our financial analysts will produce a detailed, defensible, and compelling economic forecast to drive a premium valuation.
What We Do
We consider funding requirements, strategic vision, outlook, and business culture to help company management and shareholders achieve the investment capital required to grow their business.
Recapitalization focuses on providing liquidity to existing owners by finding an equity investor looking to buy their ownership position or a lender who can provide liquidity via a dividend distribution.
Our Process
Pursuing a recapitalization allows our clients to maintain control of their business, leverage an outside perspective, and gain liquidity in a shorter timeframe than alternative structures.
Our analysts review company financials to confirm a stable operating history, good cash flow, and current financial audits.
We meet with and assess the strength of the current leadership team to position the company, and its operating future, to potential investors.
What We Do
We consider funding requirements, strategic vision, outlook, and business culture to help company management and shareholders achieve the investment capital required to grow their business. We have experience guiding originating debt investments from private capital, SBIC funds, and other non-traditional lender sources.
Our Process
We advise borrowers and shareholders on achieving the best value while securing their financing objectives.
We guide our clients through building an effective financial forecast model that will be a cornerstone of future negotiations. An effective economic model simulates your business within an excel spreadsheet. Of course, how you use it depends on your most significant needs, but the beauty of our models is they can be adaptive to all cases. For example, in early-stage companies, we often find the financial model to be the most useful to help companies understand their burn rate and how far their current cash situation can get them before they need to raise capital.
We evaluate the most effective cash flow scenarios that a lender will accept using the financial forecast. We’ve built hundreds of economic models and understand that there is no one-size-fits-all set of equations. Each model we make is tailored to each client and involves an extensive onboarding process with client data-collection, market research, and working sessions using tools and resources to present a transparent scenario.
We analyze various funding options and solicit and negotiate the terms of a loan package that best fits our client’s strategy. Most transactions are incredibly time-consuming. Having a partner who helps navigate the process allows owners and executives to focus on running their company. Between crafting compelling materials, using complex data sources to source industry data, building a data room, and managing the communication process, running a transaction can be a full-time job.