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Services Overview

Strategic Investors
Collateral Benefits
Typical Client Profile
Industry Focus

Fundraising Services

Collateral Benefits of an Effective Fundraising Effort

Along with new investment capital will come new board members who have the potential to serve as either company assets or liabilities. Unfortunately, we have seen some investors inhibiting, rather than enhancing, the growth of portfolio companies. This is a key reason why you need to have insight into the investors you approach. On the other hand, seasoned, high quality board members can be invaluable to your company. They can help you avoid common pitfalls, introduce you to business partners and offer valuable insights on your strategic and operating plans. In addition, these investors have the potential to increase the odds of a successful outcome during future fundraising efforts, a company sale or an IPO.

Our goal is always to stimulate excitement from multiple high quality investors. This serves to enhance your choices and to secure more favorable investment terms. Besides valuation, there are many other critical terms, such as liquidation preferences, that can dramatically impact the value of your remaining ownership in the company. We are not only very experienced at negotiating these terms, but we can be tough on your behalf without jeopardizing your relationship with a future board member.

Using Strategic Partnering To Build and Realize Value
We approach each client engagement as a value-building process, not an M&A event. We expressly maximize the potential from every strategic partnering contact, opening the door to a full spectrum of strategic relationships. Read more

Customized Marketing Messages Make Your Company Stand Out
Our unique, highly customized way of presenting opportunities to prospective partners has repeatedly reaped tremendous rewards for our clients. Read more

Astound Acquired by Genesys after Two Prior Value–building Deals
A lucrative OEM partnership, a $5M strategic investment and a $65M company sale closed in a 12-month period. Read more

Evolve Raises $10M from Sierra Ventures
Evolve went from this round to a successful IPO instead of an impending cash flow disaster. Read more

Architecting and Executing Merant’s Strategic Partnering Initiative
Merant, a public software company with $120M in revenue and new management, retained Stratagem to put process in place and close strategic transactions.
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