Fundraising Preparation & Advisory

Luminance has substantial experience on both sides of the financing equation -- both as prior founding executives who have raised capital and grown their own companies, and also as investment professionals who have driven financing and M&A for myriad technology companies.  This enables Luminance to thrive at helping early-stage ventures refine, focus and articulate their business strategies and fundraising efforts. 

Seasoned Guidance for Seed through Expansion Stage Fundraising

Raising capital as a growth-stage company is as much an art as a science. Knowing how institutional investors work and what they are looking for in their portfolio companies is critical to a sound fundraising strategy.  Early and growth-stage ventures need to make themselves stand out from the crowd -- and this takes more than just a great technology. 

The Luminance team has raised over $250 million of capital for growth stage companies worldwide.  Through this extensive, highly-specialized experience we help clients with the ins-and-outs of the fundraising process -- from early development of marketing materials to strategic communications with potential investors.

Luminance offers a full suite of consulting services to help prepare you for the fundraising process, including overall fundraising strategy, process and timeline, preparation/review of marketing materials, investor targeting, investor meeting preparation and follow-up strategy and term sheet negotiation assistance.

Sample Activities & Deliverables:

  • Fundraising process outline with key milestones
  • Development / review of executive summary or full PPM (private placement memorandum)
  • Development / review of investor presentation
  • Investor meeting preparation, including FAQs and presentation 'dry run'
  • Review / analysis of company financial model (or development of model if required)
  • Development of targeted investor list appropriate for your company stage and sector
  • Development of investor outreach messaging, including strategy & content for follow-up communications
  • Ongoing consulting during fundraising process to assist with development / review with due diligence requests and follow-up meetings
  • Assistance / guidance during term sheet negotiations