Term Sheets

A Case Study on Raising Venture Capital 

October 17, 2020

 

Raising venture capital for a startup is not an easy task, however, Jay Jung shares a case study that details the problems involved and the steps taken to ensure successful funding on a non-tech, mid west company seeking investment funding. 

Embarc Advisors successfully advised a Client Company, located in the Midwest, with their first external fundraise of $10 million.

The Challenge:

The Client Company faced numerous challenges in positioning their story and attracting attention from top investors.

As an industrial company, the client faced difficulty in positioning its story

As a Midwest based company, it was difficult to access top VCs, who are primarily located in the Bar Area or New York

The founders were strong in product development and sales but had limited experience in finance or capital raising

Embarc guided the founders through the entire process from preparation to a successful finish with immense attention to every detail.

 

The details included:

  • Creating a financial model
  • Scripting initial outreach
  • Preparing a professional data room
  • Negotiating term sheets

 

Access the case study, Raising VC Capital For A Non-Tech, Mid-West Company, on embarcadvisors.com