With two decades of experience as a Placement Agent, Rebecca Meijlink is sharing her experience in "Mastering Capital Raising," a comprehensive guide for companies seeking institutional investment. It provides practical insights and strategies for navigating the complex capital raising landscape, from crafting a compelling pitch to closing the deal. This book is geared towards Boards, Founders, and CEOs new to institutional capital raising. Many companies mistakenly believe that the storytelling techniques that work with high net-worth investors will translate to success with institutional investors. However, institutional capital raising is a distinct ballgame with its own rules, akin to a demanding 18-hole golf course rather than a leisurely 9-hole round.
"Mastering Capital Raising" delves into critical aspects such as readiness for a capital raise, creating an impressive pitch deck, preparing an electronic data room, determining the valuation, and handling frequently asked questions. If you fail to prepare, you prepare to fail. The book provides you with a roadmap. It also emphasizes global considerations such as ESG factors, UN Sustainable Development Goals, diversity, and inclusion. Additionally, it explores navigating regulatory constraints, compliance, and considerations for marketing materials and investor interactions.
Engaging with investors is paramount to capital raising. The book explores success metrics, investor identification, segmentation, and pitching strategies. It highlights the importance of thorough due diligence on investors and delves into the dynamics and execution of successful investor meetings and post-meeting excellence. It also provides insights into investor processes, including decision-making, due diligence, investment committees, and on-site visits.
"Mastering Capital Raising" empowers you to become an institutional capital raising expert, fostering confidence in your ability to succeed in this ever-evolving ecosystem. It emphasizes the attainability of authority, mastery, and consistent growth. Sealing the deal requires a sharp focus on negotiation tactics, legal documentation, and anticipating potential investor concerns.
The book underscores the importance of continuous investor relations and exit strategies. It also explores future capital raising prospects, including modern methodologies like crowdfunding, social media implementation, and blockchain technology. It contemplates the innovative analytical, emotional, and predictive power of AI-driven capital raising robots and touches on cybersecurity risks.
