Transactions

We advised the founders of EdTech SaaS through the venture debt fundraising process, resulting in their first institutional debt facility for working capital and growth. Key inputs included preparing the data room, sourcing lender term sheets, negotiating final terms, and supporting diligence through closing.

We advised the founders of Auto SaaS through the debt process. The business is bootstrapped and was able to receive a bank facility with manageable covenants. Key inputs included preparing materials, sourcing 3 term sheets, negotiating the final deal structure and supporting diligence through closing.

We advised the founder of Mortgage SaaS through the debt fundraising process to secure growth capital and extend runway. Key inputs included sourcing term sheets from 3+ providers, negotiating the final term sheet, and supporting diligence through closing.

We advised the founder of Comms SaaS through the equity raise process. Key inputs included negotiating term sheets, preparing materials, and advising the founder on key decisions during the process, resulting in a material increase in final enterprise valuation.

We advised the founder of HR SaaS through the debt fundraising process, resulting in a dilution-free structure with ample amount of availability to scale the business. Key inputs included sourcing the lenders, negotiating terms and supporting the business through closing.

We advised the founder of Consumer Lender through the fundraising process sourcing a warehouse facility to scale their lending business. Key inputs included supporting the founder through the structuring and learning curve on warehouse facilities, attending management meetings to bring institutional confidence to the lender and supporting diligence through closing.