Process overview
Simple, quick process to register:
- Registration Complete the background and outline transaction information
- Platform approval The team will be in touch to discuss the fundraising and complete AML checks
- Complete deal information Add marketing materials including teaser, information, memorandum, NDA etc
- Investor selection The matching algorithm provides an initial list which the user edits
- Contact investors Email sent to investors with a link to the marketing information on the website
- Lender feedback Lenders comment on the term sheet providing indicative terms
Key advisor benefits:
- Maintain process control, no disintermediation
- Lenders control and update investment criteria
- Supplements traditional offline process
- Focus on marketing, structure and best overall outcome
Platform Features:
Marketplace
Listing of all live transactions
Borrower & lender dashboard
Manage the fundraising process from one location
Matching algorithm & investor selection
The platform provides a listing of potential lenders which can be edited by the borrower or advisor.
Market soundings
Gauge market interest and indicative pricing prior to launching a formal process.
NDA management
Process and store NDAs on the platform.
Data room
Partnership with Donnelly Financial, industry leading financial software company, to provide the Venue VDR product.
Term sheet negotiation and report generation
Term sheets are automatically generated allowing lenders to provide terms/comment and borrowers to compare all lenders responses.
Messaging & communication
Easy platform messaging between borrowers, advisors and lenders.
Security
Security & confidentiality is essential to the platform and we apply the highest security standards to our infrastructure.