Capital Raising
Capital Raising – Our Proven Approach
Raising capital from Venture Capital, Private Equity, and Family Office investors demands more than a compelling idea. It requires precision, preparation, and a structured, investor-focused strategy. At Synergy Capital Group, we guide our clients through each stage of the capital raising journey — from initial assessment to final execution — ensuring alignment with market expectations and investor demands. Our team brings deep entrepreneurial and investment experience, having founded and scaled multiple UK and international ventures. This commercial acumen underpins every engagement, allowing us to craft capital raising strategies that resonate with investors and support long-term value creation.
01
Initial Readiness Assessment
We begin with a comprehensive evaluation of your business fundamentals — current performance, market traction, and growth projections — to determine the optimal capital requirement and structure for your raise.
We work with you to define a valuation that is both strategically aligned with your goals and defensible under investor scrutiny. This includes formulating a robust valuation methodology grounded in financial benchmarks and plausible exit scenarios, whether based on revenue multiples, EBITDA forecasts, or sector comparables.
02
Investment Documentation
Institutional investors expect a clear, concise, and compelling set of presentation materials. We help you develop a complete suite of documentation that showcases your value proposition and answers the questions investors will ask before they ask them.
Deliverables typically include:
- Investor Teaser – A two-page overview designed to attract initial interest.
- Information Memorandum (IM) – A detailed business plan tailored to institutional standards.
- Financial Model – Fully integrated, scenario-based forecasts illustrating commercial viability and scalability.
- Investor Deck – A presentation-ready pitch to support management discussions.
Our team ensures that every document is aligned, accurate, and geared to maximise credibility.
03
Investor Targeting & Qualification
The UK market alone is home to over 2,000 active private capital firms, each with its own investment thesis, sector focus, and ticket size. Identifying the right partners requires more than research — it requires market insight and experience.
We maintain a constantly updated investor intelligence database and use a tiered qualification strategy to build a focused, relevant shortlist. Our phased engagement process ensures efficient investor outreach:
- Teaser sent to gauge initial interest.
- IM and financial model reviewed to confirm strategic fit.
- Positive feedback leads to facilitated meetings with your leadership team.
We filter out speculative interest early, ensuring your time is spent only on credible, high-potential investors.
04
Term Sheet Negotiation
Our objective is to convert interest into offers — ideally, multiple. Once investor meetings have taken place, we manage the dialogue, encouraging competitive tension and drawing out the best terms.
We help you assess Term Sheets not just on headline valuation, but also on structure, investor rights, governance terms, and strategic value. Where we know the investor or fund, our insight into their track record and operating style can be invaluable in shaping your decision.
We also work alongside your legal advisors to ensure readiness for negotiation and due diligence. If needed, we can introduce trusted UK law firms with deep experience in growth-stage equity deals.
05
Execution & Completion
Following Term Sheet acceptance, the transaction enters a period of exclusivity, during which legal documentation is drafted and investor due diligence takes place — typically over 6 to 12 weeks.
This stage can be operationally demanding, with extensive data requests and granular scrutiny. We remain fully involved throughout, coordinating stakeholder inputs, supporting management responses, and ensuring deal momentum is maintained.
Our goal is a smooth and timely close, with investor alignment and favourable terms fully intact.
Synergy Capital Group delivers not just capital — but clarity, control, and confidence throughout the process. Our disciplined, investor-led approach enables our clients to secure the right capital on the right terms, setting a foundation for scalable, sustainable growth.