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Our Approach

1 – Understanding your fundraising

We start by understanding your business, fundraising objectives, investment proposition and target investor profile.

This allows us to identify the types of investors who may be relevant to your particular raise.

We do not make investment recommendations to investors or provide advice on the suitability of an investment for any particular investor.

 

2. Identify relevant investors

Using our network and relationships, we identify prospective investors who may be interested in your opportunity.

Depending on the mandate, this may include institutional investors, professional investors, family offices and other eligible investors.

Our focus is on the quality and relevance of potential introductions rather than simply maximising the number of contacts.

3. Make introductions

Where there is a potential fit, we facilitate an introduction between you and the prospective investor.

Following the introduction, the company, fund manager and investor engage directly with one another.

We do not negotiate investment terms on behalf of either party, receive or transmit investment orders, execute transactions or hold investor funds.

4. Support the relationship

We remain available to support the relationship-building process where appropriate, while keeping the substantive investment discussions directly between the relevant parties.

Investment terms, due diligence, subscription documentation and the investment decision remain matters for the company or fund manager and the investor.

 

5. Complete the fundraising

Where an investment proceeds from an introduction made by Finwise, our agreed success fee becomes payable in accordance with the relevant engagement.

Our remuneration does not affect the investor’s independent decision-making, and Finwise does not provide personal investment recommendations to investors.

 

6. Support

After closing you can continue to count on us support you with potential client or staff introductions.  

FAQ

Fundraising can be a time-consuming process, particularly for founders who need to remain focused on building and growing their business.

Finwise helps by identifying prospective investors who may be relevant to your fundraising objectives and facilitating introductions through our international network.

Our focus is on the quality and relevance of introductions rather than the volume of investor contacts.

Following an introduction, founders and investors engage directly with one another regarding the investment opportunity, due diligence and potential transaction.

No. We recognise that founders and management teams often have their own investor relationships and networks.

Our objective is to complement your existing network by introducing you to relevant prospective investors whom you may not otherwise have easy access to.

The precise terms of each engagement are agreed at the outset.

Yes. The company and its management remain in control of the fundraising process.

Finwise identifies prospective investors and facilitates introductions. Following an introduction, substantive investment discussions, due diligence, negotiations and investment terms are handled directly between the company and the prospective investor.

We remain available to support the relationship and introduction process where appropriate.

There is no fixed timetable for a fundraising process. The timing can vary considerably depending on the company, stage of development, amount being raised, market conditions and investor interest.

We generally recommend that companies begin the process sufficiently early to allow adequate time to identify and engage with prospective investors.

You should always raise with a specific exact amount which can defend as necessary to reach a specific milestone in the road map and for which the use of funds can be clearly demonstrated.  You can always oversubscribe and raise more funds in case of strong interest. 

We focus primarily on targeted introductions and referrals based on relationships developed through our network.

We do not use a mass-marketing approach. Instead, we seek to identify prospective investors whose investment interests may be relevant to the company or opportunity.

Where there is potential mutual interest, we facilitate an introduction and allow the company and investor to engage directly.

Our commercial terms are agreed with each client at the beginning of an engagement.

Depending on the mandate, this may include an onboarding or administration fee together with a success fee where an investment results from an introduction made by Finwise.

The applicable fees and the circumstances in which they become payable are set out in our engagement agreement.

We are selective about the companies and fund managers we work with.

Our onboarding process allows us to understand the business, fundraising objectives, investment proposition and target investor profile before determining whether the opportunity is appropriate for our network and whether we believe we can make relevant introductions.

We may ask questions similar to those prospective investors are likely to raise so that we can properly understand the opportunity before approaching our network.

No. Finwise does not provide investment or valuation advice.

Companies should determine their proposed valuation and fundraising terms with their own financial, legal and other professional advisers where appropriate.

Our role is focused on identifying prospective investors and facilitating introductions rather than determining or negotiating investment terms.

No. Investor introductions do not guarantee that an investment will be made.

Every prospective investor makes their own independent assessment and investment decision, and the outcome of a fundraising process depends on numerous factors outside Finwise’s control.