Advisory Services

Guiding Your Success: Tailored Solutions, Strategic Insight, Trusted Partnerships, Growth Accelerated.

Advisory Services

Our Advisory Services primarily focus on assisting businesses in obtaining the necessary capital to fund their operations, growth initiatives, and strategic objectives. Our services under advisory encompass a variety of activities aimed at helping clients secure funding from diverse sources, optimize capital structure, and navigate the complexities of fundraising. We do the following 

  • Fractional CFO Services: Business in the small and medium segment often need strategic guidance and advice on various aspects such as book keeping, debt structuring, long term financial structure for growth etc., These fall under the job description of a CFO. However, given their revenue size and complexity, these small and medium firms are not in a position to afford a full time CFO whose average pay can be anywhere between $120,000 – $200,000 per annum. This is where our Fractional CFO Services come into picture. our expert professionals will offer guidance and sound financial advice to clients on a fractional basis (part-time or as-needed basis).

 

  • Capital Raising: Advising clients on the most suitable sources of capital for their specific needs, which may include equity financing (e.g., private placements, venture capital), debt financing (e.g., bank loans, bonds), or hybrid financing instruments.

 

  • Financial Structuring: We help clients structure financing deals to maximize value and minimize costs. This involves analysing the client’s financial situation, determining the optimal mix of debt and equity, negotiating terms with lenders or investors, and structuring transactions to meet the client’s objectives.

 

  • Investor Relations: We assist clients in building and maintaining relationships with potential investors, including institutional investors, private equity firms, venture capitalists, angel investors, and crowdfunding platforms. This may involve preparing investor presentations, conducting roadshows, and facilitating meetings between clients and potential investors.

 

  • Due Diligence: Our team of experts conduct thorough due diligence on behalf of clients to assess the financial viability and risks associated with potential financing opportunities. This may include financial analysis, market research, legal and regulatory review, and evaluation of the target company’s operations and management team.

 

  • Valuation Services: Our expert team of professionals offer valuation analysis to determine the fair value of the client’s business or assets, which is essential for negotiating financing terms, determining equity ownership stakes, and assessing investment opportunities.

 

  • Restructuring and Recapitalization: We assist clients in restructuring their existing debt or equity arrangements to improve financial performance, enhance liquidity, and position the business for future growth. This may involve refinancing existing debt, negotiating debt workouts or restructurings, or implementing recapitalization strategies.

 

  • Strategic Advisory: We offer strategic advice to clients on capital allocation, growth strategies, mergers and acquisitions, divestitures, and other corporate finance matters to optimize capital deployment and create long-term shareholder value.

Advisory Services

Our Advisory Services primarily focus on assisting businesses in obtaining the necessary capital to fund their operations, growth initiatives, and strategic objectives. Our services under advisory encompass a variety of activities aimed at helping clients secure funding from diverse sources, optimize capital structure, and navigate the complexities of fundraising. We do the following:

 

  • Fractional CFO Services: Business in the small and medium segment often need strategic guidance and advice on various aspects such as book keeping, debt structuring, long term financial structure for growth etc., These fall under the job description of a CFO. However, given their revenue size and complexity, these small and medium firms are not in a position to afford a full time CFO whose average pay can be anywhere between $120,000 – $200,000 per annum. This is where our Fractional CFO Services come into picture. our expert professionals will offer guidance and sound financial advice to clients on a fractional basis (part-time or as-needed basis).

 

  • Capital Raising: Advising clients on the most suitable sources of capital for their specific needs, which may include equity financing (e.g., private placements, venture capital), debt financing (e.g., bank loans, bonds), or hybrid financing instruments.

 

  • Financial Structuring: We help clients structure financing deals to maximize value and minimize costs. This involves analysing the client’s financial situation, determining the optimal mix of debt and equity, negotiating terms with lenders or investors, and structuring transactions to meet the client’s objectives.

 

  • Investor Relations: We assist clients in building and maintaining relationships with potential investors, including institutional investors, private equity firms, venture capitalists, angel investors, and crowdfunding platforms. This may involve preparing investor presentations, conducting roadshows, and facilitating meetings between clients and potential investors.

 

  • Due Diligence: Our team of experts conduct thorough due diligence on behalf of clients to assess the financial viability and risks associated with potential financing opportunities. This may include financial analysis, market research, legal and regulatory review, and evaluation of the target company’s operations and management team.

 

  • Valuation Services: Our expert team of professionals offer valuation analysis to determine the fair value of the client’s business or assets, which is essential for negotiating financing terms, determining equity ownership stakes, and assessing investment opportunities.

 

  • Restructuring and Recapitalization: We assist clients in restructuring their existing debt or equity arrangements to improve financial performance, enhance liquidity, and position the business for future growth. This may involve refinancing existing debt, negotiating debt workouts or restructurings, or implementing recapitalization strategies.

 

  • Strategic Advisory: We offer strategic advice to clients on capital allocation, growth strategies, mergers and acquisitions, divestitures, and other corporate finance matters to optimize capital deployment and create long-term shareholder value.

Why Choose us?

Choosing Capitalis Advisors is more than acquiring a service; it’s forging a strategic partnership with a team of dedicated professionals who share your vision and have the expertise to turn it into a thriving reality. We are the skilled architects who transform your ideas into detailed blueprints, the meticulous engineers who build the financial foundation for your success, and the seasoned navigators guiding you through every turn of the market landscape.

Embark on your entrepreneurial journey with confidence. Contact Capitalis Advisors today, and let us help you reveal the blueprint for your success, one carefully crafted step at a time

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