Capability 03 · Investment Banking
Funding strategy and transaction preparation.
PlusPoint acts as adviser and coordinator across a funding process — assessing the need, preparing the case, structuring the terms and coordinating to close — while regulated activities are delivered through appropriately authorised partners.
How a funding process moves through PlusPoint
01
Assess
Funding need, strategic rationale, readiness and constraints.
02
Prepare
Model, valuation, information memorandum and data room.
03
Structure
Capital mix, terms, tax considerations and negotiation plan.
04
Coordinate
Process management, investor engagement support and diligence.
05
Close
Negotiation support, conditions, implementation and monitoring.
Advisory support only
PlusPoint provides advisory and coordination support only. Any regulated placement, underwriting or execution follows a separate, authorised-partner mandate.