Financial Structuring Mandate for a SaaS Fundraising Process
Financial and strategic structuring advisory supporting a SaaS company in preparation for a capital fundraising
Mandate Description
The mandate consisted of a financial and strategic structuring advisory assignment carried out on behalf of a Swiss information technology company offering a SaaS platform dedicated to the management and valuation of intellectual property.
The assignment was conducted as part of the preparation of a capital fundraising process intended to finance the company’s growth and the development of new software functionalities.
The primary objective was to structure the fundraising process in order to ensure consistency between the company’s strategy, the targeted valuation and the financial documentation presented to investors.
Key Issues
The main challenges of the mandate were to formalise a fundraising process tailored to a SaaS business model characterised by growth, recurring revenues and sustained R&D investment.
A key objective was to define relevant key performance indicators aligned with the expectations of technology-focused investors.
The assignment also involved preparing strategic and financial documentation, including an executive summary, teaser, financial business plan, term sheet framework and information memorandum.
Finally, the mandate required anticipating institutional investor requirements in terms of capital structuring and corporate governance.
The assignment took place in a context of strong expansion of the digital intellectual property market, marked by increasing capital financing needs for technology companies.
Approach and Results
The intervention enabled the structuring of the entire fundraising process, from the preparation of documentation to the definition of the execution timeline.
- Funding scenarios were modelled based on different valuation and dilution assumptions.
- The assignment also led to the standardisation of communication materials in order to ensure consistency and clarity in discussions with potential investors.
This mandate strengthened the credibility of the project, facilitated interactions with investors and accelerated the execution of the fundraising process under optimal conditions.
The transactions shown include those completed by, or with the involvement of, Hectelion team members in current or previous professional roles. They are presented for illustrative purposes only and do not imply exclusive responsibility by Hectelion.
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The transactions presented were carried out by, with the contribution of, or with the participation of members of the Hectelion team in the context of functions performed currently or previously.