With over 50 years of private equity fund raising experience, including executive advisory services, the development and presentation of hundreds of investor pitches, and more than 45 completed private equity transactions that have raised over $750 million of institutional capital, Rockport’s Managing Partners during their careers have established unparalleled expertise and understanding regarding how to quickly gain credibility, interest and momentum among institutional investors in order to successfully raise capital. Rockport’s fundraising consulting and advisory services allow life science companies to take full advantage of Rockport’s expertise independently of a private placement engagement with Rockport.

Services

1. Strategic Fundraising Advisory Services
2. Professional Materials Preparation
3. Due Diligence Foundation and Negotiation Consultation

Strategic Fundraising Advisory Services

Rockport consults directly with executive management and the Board to provide an outside expert opinion, sounding board, and fresh perspective during all stages of fundraising execution. Rockport will partner with its clients to review company needs, the financing strategy and storyboard for the opportunity against Rockport’s own in depth understanding of the current financing environment, investor preferences, optimal equity/debt structures to support the business to crucial milestones, and key negotiating points. Rockport will work with management to ensure that the financing structure will support the business through its growth period and position the company for future financings or exit events. Careful planning, focused investor targeting and prioritization will enable a process that maximizes resources and utilizes management time efficiently.

Professional Materials Preparation

Venture capital firms, investment banks, family offices and boutique investment houses are approached each month by dozens of companies, few of which are invited to make presentations. A concise presentation and professionally written executive summary are crucial to gaining an initial meeting. The Partners at Rockport have decades of experience working closely with companies to generate investor interest among the top venture firms, institutions and family offices in the world. Rockport will work with its clients to perfect an engaging investment story and to prepare professional fundraising documents in order that they convey credibility, accurately reflect the fundraising strategy and motivate investor interest in taking the next step - a one on one meeting.

Due Diligence Foundation And Negotiation Consultation

Public and private companies working toward a successful private equity financing will benefit from Rockport’s assistance at all stages of the process, including due diligence and negotiations. Rockport can help management prepare for due diligence, including outlining anticipated questions and compelling responses, compiling a portfolio of relevant materials and providing an outside sounding board during due diligence exchanges. Rockport can help its clients negotiate term sheets, discern appropriate terms and valuations, and, most importantly, close the transaction with a syndicate of investors that will be supportive of long term management interests.