Process
A process that leaves nothing to chance.
Every collaboration starts with commitment – a conversation and a clear mandate. From there, we guide project owners and investors step by step towards a shared foundation.
Two starting points. One shared path.
Project owners start with their project and their transaction goals.
Investors start with their investment profile and requirements.
Shared foundation
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Step 1
Understand goals and starting point
In an introductory meeting we learn who you are, what you want to achieve and under which conditions a collaboration can fundamentally work.
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Step 2
Agree role, scope and mandate
We define who we act for, which tasks we take on and which conditions apply. Only then does the actual work begin.
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Step 3
Qualify the project or investment profile
We review a project's fundamentals or sharpen your investment profile – and afterwards know who to present a project to, or which projects fit you.
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Step 4
Work through documents, KYC and open prerequisites
We review and structure the data room, conduct KYC processes and identify apparent gaps as far as we are able to.
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Step 5
Bring the right parties together and align terms
We align project status, requirements, price expectations and transaction terms early. Differences are addressed before they become obstacles.
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Step 6
Support reviews, negotiations and closing
We coordinate advisors and due diligence processes and support negotiations through to closing.
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We remain available after closing, too.
