Our Capital Sourcing Process: The Path to Secure Funding
At Manning + Co, we've developed a capital sourcing process that is efficient, transparent, and tailored to the unique needs of each client. We understand that in today's competitive business landscape, securing the right capital is crucial for growth and success. Here's an in-depth look at our three-step capital sourcing process, designed to connect businesses with the optimal funding partners.
Step 1: Building a Comprehensive Data Room and Decks
The first step in our capital sourcing process is to build a comprehensive data room and presentation decks.
The Data Room
The data room is a centralized, digital repository containing all the important documents and data that potential investors need to evaluate your business. From financial statements and business plans to intellectual property details and contracts, the data room houses critical information. We meticulously organize this virtual space, ensuring that the information is easily accessible, fostering transparency and trust with potential investors.
The Decks
In addition to the data room, we create two versions of a presentation deck: a Post-MNDA (Mutual Non-Disclosure Agreement) version and a Redacted Teaser version.
The Post-MNDA version contains sensitive, detailed information about your company and is shared only with potential investors who have signed an MNDA. This version allows potential investors to gain a comprehensive understanding of your company’s operations, financials, and strategic plans.
The Redacted Teaser version, on the other hand, is a stripped-down version of the Post-MNDA deck. It provides an enticing glimpse into your company's potential, while maintaining confidentiality of sensitive information. This teaser deck is used to generate initial interest among potential investors.
Step 2: Going to Market
Once we have the data room and decks prepared, we're ready to go to market. This is where our extensive network and deep industry connections come into play.
We compile a shortlist of potential Limited Partners (LPs), family offices, and funds that align with your business goals and needs. This process is rigorous and involves thorough research and vetting. Our aim is to identify partners who not only provide capital but also bring industry knowledge, strategic guidance, and valuable networks to the table.
Step 3: Meet and Greet, and Selecting a Partner
The final step in our capital sourcing process involves facilitating meet and greet sessions between you and the shortlisted potential partners. These meetings are critical for both parties to get a sense of compatibility and shared vision.
Following these sessions, we assist you in evaluating the interactions, proposals, and terms set forth by each potential partner. Our goal is to ensure that you form a partnership that supports your business's growth and longevity.
Our capital sourcing process at Manning + Co is more than just securing funding—it's about establishing strategic partnerships that drive success. We're with you every step of the way, ensuring that you navigate this complex journey with confidence. Get in touch with us today to learn more about how we can help your business secure the capital it needs to thrive.
