Tech Company looking to raise growth capital? - Work With Our private equity partners to secure the money to super-charge your Tech-Company expansion.
We have developed a global network of 91,300 accredited VCs, PEs and investors. Serious, mature and knowledgeable business owners looking for the best investment and equity opportunities to get behind with their experience, finance and contacts.
A Full Private Equity Team, Working For You!
A full stack, 11 person team dedicated to raising the capital you need to take your company to the next level. Our partner network provides the full execution stack (analysis, diligence, structuring, legals and capital advisory) in assisting companies to close their deals.
Ideal for successful businesses with strong revenues and low debt.
We're not a fit for 'idea' stage investment. Our clients and partners are looking for businesses that have proven concept and are looking for growth capital to build on that success. If your company is already up and running and capital will help it grow, we should tak.Success Fee - How much does it cost to raise this capital?
If you are raising up to $5m, our fees are 7% of the total raised. For raises +$5m, our fees are 5% of the total raised. There is also a monthly retainer fee of $2500, payable for a maximum of X2 months. This is payable in advance.Here's What We Do.
Our team brings experience from some of the worlds
leading finance houses.
Here's How We Do It
Speak to Our Deal Team - 15 Minutes
The first step is to book a time to speak with one of our team. They are all Cap Raise Superstars but you can choose someone close to you (geographically) if you wish.
Meet Our Strategy Team - 30 Minutes
If our deal team think we can help you, they will book you into a second call to meet (phone or video, your choice) with our Senior Team This is where we dive deeper into what you are looking to achieve. We talk you through our terms of business and assuming you want to work with us, agree to move forward to step 3
We work out the best strategy to raise your capital - 3 days
Once you are onboard with us and we have worked out the best approach to your case, we start talking to our network of Debt Funders, Private Equity, and Specialist Investors on your behalf. The aim here is to give you choices on who you deal with to build your strategy.
Well Introduce you to the right funding partner
In a ZOOM video meeting, everyone jumps on the call so we can introduce you to the individuals, private equity, debt funder, VC or Family office that will be raising your capital. From there we work with you in the background to make sure everything goes well.
Preparing for the Raise Event- 2 weeks
You work with the funding team to prepare documents, due diligence, create a deck and get ready for the raise. In the background we will be working with them too, making sure that we have the right strategy, approach and outreach to get the job done.
Launch
Your proposal and deck is sent out to the right people. Depending on the type of raise we are doing for you, we will be taking enquiries, engaging with investors, answering questions and leading the investors towards becoming a part of your business.
You get paid
The investors have lined up, or the funders have confirmed the capital is ready to be deployed and you are off and running.
We get paid
Remember, The work the Rise team do for you does not have a direct cost. Our fees come to us as commissions from the companies and individuals we work with to bring them the investment opportunities. As introducers we are paid a commission for the introductions and it does not add a penny to your bill. Nice.
Let's Talk Fees and Payments
$
0
Onboarding Deposit
This fee is returned to you in full, subject to a successful raise. it is deducted from your final fee statement.
$
0
Monthly Retainer
Maximum Retainer payable is $5000 as we aim to have your raise completed in 8 weeks
max
5
%
Success Fee
Fees for raises up to $5m are charged at 7%. Fees for raises above $5m are charged at 5% - Fees come from the successful raise we do for your company and charged when the deal is done.
Here's Our Shareable Deck
This is What Our Clients & Partners Say
FAQs
Tech Raise FAQ
1.
So how much does Rise charge to manage our Capital raise programme?
27.09.2022
Not a Penny.
Our money comes as a commission paid by the companies and investors we put together to raise your capital. Nothing is added on top.
To you, it means from day one we are working for you to find the best strategy to get your capital raise over the line.
The company and/or investors we place your capital raise with don't charge you a penny extra, but they pay us a fee for bringing your business to them.
Then, depending on the size of raise (and this will all be contractually agreed in advance) there will be a 'success' fee that comes out of the capital raised
Our fees are paid from the lenders investors from that amount.
2.
How long does it take to raise the capital?
27.09.2022
We aim to have it done in 8 weeks. There's a caveat though. You will be working with our raise team to provide information about your company, finances and the reason for the raise. So time-frames include full co-operation from you to get as close to our timeline as possible
3.
So how does this all work, exactly?
27.09.2022
OK, here's what to expect if/when you decide to work with the rise team;
- You will have been contacted directly by one of our global deal scouts. These are the guys and girls doing the research, outreach and engagement that helps our Senior team to pre-qualify deals that we believe we can get across the line, money raised and everyone happy. So refer to the emails you have engaged in with our team and book in a call.
- On that 'discovery' call, you can ask questions of us and our deal scouts will learn more about your company and if what we do is a fit for your needs
- They will decide if setting up a meeting with our Senior team is appropriate. If so they will make all the arrangements and book you in to a ZOOM PHONE call. ( the first senior team call is always phone, so they are not tied to a desk all day.
- The Senior Strategist will talk you through the process, help with questions and get into the detail with you.
- From there, you will receive a copy of our agreement for review and signature
- We review your specific case and decide which ouf our panel of lenders globally is the right fit for your case
- You pay across your deposit/onboarding fee
- We set up a meeting (ZOOM VIDEO) for you to meet the partners who are best placed to help get the raise done.
- You work with us to prepare the financials and company information we'll need to get the deal done
- You will have full access to our deal room at all times, transparency is important.
- We present your case ( prepared by Rise/partners) to the most appropriate investors
- We send you comments, notes, requests for clarity ans the deck is revirewed and we fine tune the messaging
- We secure interest from (eg) 16 investors that easily cover the raise amount you are looking for.
- You choose from those investors the most appropriate for your needs (not just financial but operationally too)
- Our partners prepare the contractual agreement based on the terms agreed
- Funds are raised.
- We pay your funds into your account minus our fees
- Close
4.
Do you guarantee you'll raise the money for us?
27.09.2022
5.
Besides the fee that Rise Strategies charges, are there any other fees / brokers / middlemen / banks / lenders that we'll need to pay?
27.09.2022
Not usually. Sometimes we find that extra work is required to bringing financial reporting up to date, or for complex legal matters, but that doesn't happen often. You will be kep in the picture at all times and remember we are looking for capital raisees that we know are 'doable' so if things get tricky, we'll talk to you about them before taking any actions.
6.
Explain the fees, fees we'll pay on a successful raise for me?...
27.09.2022
Ok, so if you are raising up to $5m, when the deal is done and money in the bank you will be charged a success fee of 7% of the total ( so $70k per $m) - For larger deals, those above $5m your fees are reduced to 5% ( so $50k per $m) It's important you calculate these fees into the total you are raising.
7.
Why is there a difference in success fees between Tech capital raising and your other Raise Services?
27.09.2022
They are different services with very different approaches.
Our tech raises go up to $25m and is focused on a very specific group of people within our investor network (currently 91,000 people). There are 11 people handling every tech raise deal and the framework of investor sourcing and engagement is more complex.
Our other service in cap raise usually starts at $25m ( though our Del Scouts have discretion on the actual starting amount) the work requires less people (but still around 50-100 hours) and the engagement is different as we are often dealing with our own network of private investors, family offices etc.
The work is different, so the fees are different.
Our tech raises go up to $25m and is focused on a very specific group of people within our investor network (currently 91,000 people). There are 11 people handling every tech raise deal and the framework of investor sourcing and engagement is more complex.
Our other service in cap raise usually starts at $25m ( though our Del Scouts have discretion on the actual starting amount) the work requires less people (but still around 50-100 hours) and the engagement is different as we are often dealing with our own network of private investors, family offices etc.
The work is different, so the fees are different.
8.
Is my deposit refundable if you can't raise the capital?
27.09.2022
No, but let me qualify that for you;
- First, we're only going to work with you if we are convinced that a raise can happen. We'll know that in our due diligence phase.
- Next, if we do an outreach to our +90k investors and there is NO interest, there must be a reason/s for that.
- So our next approach is to work with you to 'fill the gaps' on the point where investors in your deal backed away
- The minute you fix those issues (which would probably be highlighted whichever way you decided to raise money) we go back to our investors, show them the remedied you have put in place and go for the round again. This way you are far more likely than not to raise the money you need than 'one go of the wheel' Our money comes from a successful raise too remember.
- But for that deposit the work ( +50 to +100 hours) has already been undertaken, so a refund is not applicable.But as you know;When we DO raise the capital for you and we bill you our fees, we deduct the full $18k from the bill, so for a successful raise we do give every penny back.
The trick therefore is to be 100% sure you have a viable offering for an investor before committing to work with Rise and our team
9.
Can you explain exactly how the deposit/refund/non refund works for me?
27.09.2022
Sure thing - So heres how the $18k deposit works
- Before we start working on your capital raise, you will pay over a DEPOSIT of $18,000
- If/When we secure a successful raise for you, when we deduct our success fee ( 5% to 7% depending on deal size) we deduct that fee from the moeny we raise before it is deposited to your back account
- You will notice thet we have DEDUCTED the full $18k from our fees
- Therefore that $18k was entirely a deposit
HOWEVER - If in the unlikely event we cannot raise the capital because your product/service is not viable, you have provided erroneous information that was later uncovered in the due diligence stage, you did not come forward with answers to questions posed by us, partners, lenders and/or investors, then that refund will not happen, the $18k will be charged for time spent, consulting and expenses. it will nto be returned.
SO - To make sure your $18k will be returned to you, before you commit to working with us, you should be 100% sure that your products and/or service has genuine traction, i.e paying customers you have sold to on a one off or recurring basis <> That you are not a pre-revenue start up <> That you have raised capital in either a capital raise event or through retail sales <> Your products will remain viable in a changing market <> The information you supply is 100% verifiable as correct and detailed <> That we are aware of any and all issues that would affect your raise ahead of time and not as the raise is in play.
10.
Who holds our money?
27.09.2022
It depends on the partner structure we put together for you. Often we will invoice you for the onboarding fee and make disbursements to the partners as required. Sometimes though your will be making all payments to the lending team working on your case. Often they are different entities than Rise, so your agreement will be between your company and theirs. Each is a case by case basis.
11.
8 Weeks for a capital raise is very short, how are you doing it?
27.09.2022
Because we are not going to institutions, we get it done faster. We are going into the private market of our own qualified investors and we are pre-qualifying deals before our network even get to see them. There are no guarantees on deployment time-frames though and the longer lead time the better.
12.
Do you have any case studies of Enterprise B2B SaaS, or any profiles of Enterprise B2B SaaS investors?
29.09.2022
We do indeed. Here's how that works:
We jump on a call to see if there is a fit
From there we work out the best approach to the Capital raise and make the introductions via a ZOOM meeting to deal partners, the key team who will set up the deal. They have over 20 years in Private Equity, have raised Billions in the Capital Markets and are well versed in tech deals.
From there, we can furnish you with references, testimonials, case studies etc.
We don't do it before because we get asked daily for such things and are cautious of overloading our network and clients with enquiries that go nowhere.
When we see a deal is doable, we'll make the connections.
We jump on a call to see if there is a fit
From there we work out the best approach to the Capital raise and make the introductions via a ZOOM meeting to deal partners, the key team who will set up the deal. They have over 20 years in Private Equity, have raised Billions in the Capital Markets and are well versed in tech deals.
From there, we can furnish you with references, testimonials, case studies etc.
We don't do it before because we get asked daily for such things and are cautious of overloading our network and clients with enquiries that go nowhere.
When we see a deal is doable, we'll make the connections.
13.
How many VCs, Private Equity or Investment Houses on your database have our sector as a special interest?
29.09.2022
Our focus isn't VC's or Private Equity or Institutional Investors.
it is on private investors who understand and have experience investing into the tech space. These are people, all vetted and qualified who we know are looking for deals. From the over 90,000 in our global network, we review your case, prepare the deck,docs and executive summary and from there, filter the outreach list. So for example your case may fit 4500 of our network. They will be our first approach.
it is on private investors who understand and have experience investing into the tech space. These are people, all vetted and qualified who we know are looking for deals. From the over 90,000 in our global network, we review your case, prepare the deck,docs and executive summary and from there, filter the outreach list. So for example your case may fit 4500 of our network. They will be our first approach.
14.
I can't afford to pay the $18,000 deposit. Is it negotiable?
27.09.2022
If you're struggling within your company to raise $18k, it's very unlikely (statistically at least) that you will be able to sustain the repayment of the funds loaned to you after our capital raise.
Our investors look very closely at the ability of your company to make repayments of the loan amount.
If you are unable to come up with the $18k plus commit to the monthly management fee outlined on this page, it's best to wait until you are in a position to do so and your existing finances are more healthy, becuase it's also possible you could fall foul of our deposit terms and conditions and risk the $18k. Best not do that if cashflow is an issue.
Our investors look very closely at the ability of your company to make repayments of the loan amount.
If you are unable to come up with the $18k plus commit to the monthly management fee outlined on this page, it's best to wait until you are in a position to do so and your existing finances are more healthy, becuase it's also possible you could fall foul of our deposit terms and conditions and risk the $18k. Best not do that if cashflow is an issue.
15.
Can you deduct the $18k on-boarding amount from the money you raise for our company (so we don't have a cost for doing this raise)?
27.09.2022
16.
Can you give me some contact of companies you have already raised for, so I can call them?
27.09.2022
When you have decided to work with Rise, we'll be happy to give you some contacts, BUT we get asked this question multiple times each week and we can't expect our clients to keep jumping on calls to help our business. So here's the deal in terms of references:
- On this page there are a series of testimonials for work we've done, review them and decide from there if we are a fit for you.
- Talk to our team first, ask all the questions you need answers to and decide from there if a call with our senior deal team makes sense
- After that call decide if this is the right fit for you and upon reviewing the contract with us, pay your on-boarding fees.
- We will give you direct access to companies and partners we have worked with. Contact them however you wish ( email/phone/DM etc)
- If their responses to your questions makes you call into question our services and you wish to cancel, no problem, as long as we have not started work for your campaign, you get a 100% refund.So yes, referneces are available, but only under the above 'house rules' to make sure everyone is treated fairly, you, our clients and partners and Us here at Rise.
17.
What does the monthly retainer pay for?
27.09.2022
When we put the team together to raise your capital, there are 11 people directly involved. To cover the basic costs, the tech raise team charge a fee, but they keep it low so as not to impact your cashflow. Keep in mind that the tech raise team come from Rothschilds, PwC, UBS Wealth Management and Goldman Sachs, premium finance houses. Whereas you would pay hundreds of thousands for a Merchant bank to represent you, we have put together a deal that focuses on the back end fees rather than a large upfront.
18.
I've spoken to one of your team, are they involved in the raise process?
27.09.2022
No. We have developed a global team of 'Deal Scouts' They reach out to companies like yours to engage before passing across suitable cases to our senior team. Once you have been introduced to our senior team, there's not much left for your initial contact at Rise to do for you, so the relationship moves along.
19.
How long has Rise Strategies been around
27.09.2022
Good question. So Our Founder has been in deal making since 2000, when he co founded a UK company that sold for £210m to New York Private Equity firm EW Skripps in 2006.
After that, Jamie ( Rise Founder) worked for many years on a consulting basis in the M&A space before forming Rise Strategies Limited, first in the UAE before moving the corporation jurisdiction to Gibraltar.
Another part of this question s how long the partner companies have been around.
We work with a number of companies and partners to get your deal done and each one will provide their own testimonials, references and history. However our two key partners ( our 'go to guys' in these deals) have both been around for +25 years have concluded billions in transactions globally and come from some of the worlds most prestigious banks and financial institutions.
After that, Jamie ( Rise Founder) worked for many years on a consulting basis in the M&A space before forming Rise Strategies Limited, first in the UAE before moving the corporation jurisdiction to Gibraltar.
Another part of this question s how long the partner companies have been around.
We work with a number of companies and partners to get your deal done and each one will provide their own testimonials, references and history. However our two key partners ( our 'go to guys' in these deals) have both been around for +25 years have concluded billions in transactions globally and come from some of the worlds most prestigious banks and financial institutions.
20.
Where is Rise Strategies Limited registered office?
27.09.2022
Rise Strategies Limited are registered in the EU financial hub of Gibraltar.
Gibraltar is the EU domicile of choice for financial services including funds, traditional and alternative management, insurance companies (open-market, captives and reinsurance) and private clients (pensions, company management, trusts, banking, and high-net-worth residence).
Gibraltar offers a well-regulated, transparent and internationally-cooperative jurisdiction with access to financial markets including the right to access the EU single market in financial services.
Gibraltar is the EU domicile of choice for financial services including funds, traditional and alternative management, insurance companies (open-market, captives and reinsurance) and private clients (pensions, company management, trusts, banking, and high-net-worth residence).
Gibraltar offers a well-regulated, transparent and internationally-cooperative jurisdiction with access to financial markets including the right to access the EU single market in financial services.
And Here's Who You Can Talk To Today
Cameron works from New Zealand in our deal outreach team....
Neil works out of the United Kingdom
Christian Haack is the author of "Sell Your Business For...
Our goal together is simple.We have global reach in structuring...
Jamie Sylvian – MD
Managing Director
Lidushan loves digging into data, finding untapped opportunities to help...
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