Early Stage Consulting Services
Athena provides specialized preparation and consulting services to assist Early Stage Companies for their initial rounds of fundraising. We have raised nearly $200 million for investment banking clients in the past 7 years - and for our consulting clients we bring this experience and knowledge of the capital markets to their companies on an "as needed" basis. Our consulting team is able to assist with marketing, packaging and positioning the client's company so that their fundraising activities are successful. Our access to over 14,000 private equity firms allow us to research and provide suggested sources of capital.
For companies pursuing initial "friends and family" funding, Athena experts are also available to assist ownership in developing the appropriate structure of the security to be sold. Athena provides advice, recommendations and insight into the terms of the security so that it protects the interests of the founders, owners and existing shareholders, while also offering an attractive opportunity to investors both today and tomorrow. Athena understands the methods by which the equity capital community values businesses; we aid our entrepreneur clients in arriving at realistic valuations - a vital step toward getting funded.
Athena Capital Partner's Consulting Division offers assistance in areas that include:
- Business Plans
- Financial Projections
- Valuation
- Structure of Proposed Transaction (i.e. sale of common stock, preferred stock, member interest, convertible debt, etc.)
- Structure of Security to be sold (i.e. if selling a preferred security, what preferences should the security include)
- Development of Fundraising Marketing Materials
- Executive Summary
- Investor Presentation
- Summary of Terms of the Offering
- Private Placement Memorandum
- Subscription Agreement
- Assistance with Identification of Sources of Capital
- Asset-Based Finance and Commercial Credit Facilities
- Equipment Financing
- Financings (Debt and Equity)
- Venture Capital Financings
- Angel / Seed Financing Rounds
- Federal and State Sources of Capital
- Negotiate Institutional VC Financing Rounds (Preferred Series A, B, C, ...)
- Regulation D Rule 504 Exempt Offerings
- Guidance Regarding Industry Specific Investor Conferences
- Consulting and Advice
- Organizational & General Corporate Matters
- Shareholder Agreements
- Establishment of Advisory Boards and Board of Directors
- Manufacturing, Supply, Distribution and Related Agreements
- Strategic Partnerships and Joint Ventures
Athena's staff has extensive experience in a variety of industries including dealerships, distribution, energy, healthcare, life sciences, pharmaceuticals and medical devices, information technology, insurance, manufacturing, not for profits, real estate, restaurants, retail, staffing and others. At all times, Athena's industry-seasoned professionals preserve the confidentiality of valuable proprietary information.
