Creating Long-Term Investment Partnerships
Discover how we leverage our capital market expertise and network to connect you with optimal funding
If your specialty finance company is looking for an institutional partner to help accelerate your growth, then look no further than Raize Capital. We are a trusted partner who can help you navigate the complex and competitive landscape of capital markets. Raize Capital specializes in raising capital for private lending companies from specialty finance investors. We have the capital raising expertise, institutional relationships and proven processes to help you achieve your business objectives and grow your company.
We act as your in-house capital markets team, not only helping raise capital, but also preparing you for this process. We assist you in developing professional presentation decks, institutional data rooms and work with you on your opportunity pitch. Our proven process has helped raise almost $1bn for our clients.
Asset Classes
We work closely with over 150 large international specialty finance investors who are looking for long-term investment partners in all types of specialty finance categories, including:
- Consumer Lending
- Receivables Financing
- Renewable Energy
- SME Lending
- Supply Chain / Logistics
- Automotive Financing
- Litigation Finance
- Film Financing
- B2B / SAAS Financing
- Real Estate Projects
- DST / 1031 Equity & Debt
- Mobile Housing
- Insurance-backed Products & Services
- Life Settlements
- And other Special Finance Asset Classes
Our Proven Process
Raize Capital assumes the role as your capital markets team during the entire capital raising process. We will help you become more institutionalized for potential investors and be the main liaison between specialty finance investors and your company.
Phase 1: Institutionalize Capital Raising Materials and Process
We work closely with your company to both educate ourselves on all aspects of your business model while at that same time, institutionalizing your company’s investor offering.
Our responsibilities include:
1. On site or virtual due diligence meeting with all teams involved in capital raising process. We do this in-depth analysis of your business model so that we can present your opportunity accurately to investors. Our due diligence includes:
- Reviewing company financials and current capital stack
- Reviewing loan origination processes and relationships
- Reviewing underwriting process and investment criteria
- Reviewing loan servicing and back-office operations
- Reviewing existing legal documents and meet with legal team to go through process.
- Reviewing investor presentations and marketing materials
2. If needed, we work with your marketing team to create an updated, professional investor presentation
3. We work with your team to create an institutional data room
4. We coach your management team on how to best present your investment opportunity
Phase 2: Investor Introductions
- We present your company’s opportunity to our network of specialty finance investors
- To qualify potential investors, we do the initial investor presentation to determine interest level and to reduce resources needed by your team
Phase 3: Investor Presentations & Initial Due Diligence
Once we qualify potential specialty finance investors and determine if your opportunity matches their investment criteria, then the following process will take place:
- Schedule introductory conference call between your management team and specialty finance investors.
- Execute NDA and grant data room access to investor
- Schedule follow-up calls with investors to answer any open questions
- Schedule due diligence site visit if necessary
Phase 4: Legal Agreements & Final Due Diligence
Once the initial due diligence process is completed, we will move potential investors to the final capital raising phase:
- Establish LOI deadline for interested investors
- Review and comment on each LOI submitted and provide recommendations
- Execute LOI
- Help manage investor's final due diligence process. This usually includes site visits, background checks, third-party operational due diligence, etc.
- Review and comment on final investor agreements (investment and servicing agreements)
The Raize Capital Solution
Our proven capital raising process helps specialty finance companies identify the right institutional partners to transform their business and accelerate their growth, all while relieving the burden of worrying over long-term raising capital needs.