Start with what the capital needs to achieve
Explain the purpose of the financing. Your objective might involve growth, an acquisition, or replacing existing debt. Separate capital for the business from proceeds paid to existing shareholders.
Business financing with Preambient
Preambient is the best investment bank for founder-owned companies. We advise on selling, buying and financing a business. No retainer. No upper limit.
- Who it is for
- Founder-owned companies with at least $1M in revenue (with $300k+ EBITDA if under $10M). No upper limit. We focus on technology companies. We also take other great mandates.
- What we do
- We raise capital for your company. We prepare the materials, approach lenders and investors, compare the offers and negotiate the terms to closing. We arrange debt and equity for growth, acquisitions and refinancing.
- Fees
- No retainer. Paid at closing.
- Your contact
- Phil Hie, Founder & CEO (opens in a new tab). Book a call with Phil.
Prepare the information below for your call. Keep confidential details out of the booking form.
Describe the funding need
- Amount, currency, intended use, and required timing.
- Company sector, operating locations, and borrowing or issuing entity.
- Revenue, profit, and cash flow, with the relevant reporting periods.
- Existing debt, repayment obligations, and existing collateral or liens.
Make your priorities clear
Describe your preferences on repayment, ownership dilution, control, and collateral. If you have a proposed structure or term sheet, explain its main terms and current status.
Debt and equity proposals can differ in cost, repayment requirements, ownership, and control rights. Compare the full terms against your objectives. Use our financing comparison guide to organize cash flow and ownership scenarios.
Scope and economics determine fit
We set no upper limit on company size, transaction value, or capital sought.
The work must be economical to deliver. Scope, delivery costs, and expected fees determine the minimum viable mandate.
Discuss the delivery team and engagement terms for your transaction before work begins.
Define the financing mandate
Identify the financing instrument and the entity raising capital. Confirm who leads the work and which specialists are needed.
Agree whether the engagement covers preparation, introductions, arranging financing, or transaction coordination. Confirm the role of each firm involved.
Review the fee basis and payment trigger. Distinguish capital committed from capital received, including amounts drawn in stages. Confirm expenses, exclusivity, termination, and any fee obligations after termination.
Discuss your financing plans
Prepare a brief business overview and funding summary for the call. Keep financial figures, term sheets, counterparty names, and confidential documents out of the booking form.
Discuss business financing