Commercial Finance and Equity Investment Submissions

In conjunction with our business planning processes, we have completed successful finance submissions and investment memorandum documents for over 50 businesses in Australia and overseas.

Our approach stems from practical experience in what lenders need to see in a finance submission and how to compete for scarce investment dollars in a proposed venture.  We work with our clients to achieve mutually agreed finance strategies and to give them confidence in pursuing their growth plans.

How we can help your business

  • Initial review of the validity and suitability of your proposed commercial finance raising and, if required, a mutually agreed alternative strategy.
  • Preparation of a detailed finance submission or investment memorandum that will satisfy the requirements of lenders and/or investors.
  • Guidance on how to approach lenders and deal with potential investors.