The Vault series

Insight on what matters - so you can transform your business.

From Concept to Funding Growth

20 September 2018

Life Sciences companies don’t move from founding to exit over the course of a year or two; it happens over many years or a decade. That’s typically enough time to get things right, but also affords...

8 Key Factors for Taking Your Company From Founding to Exit

16 February 2018

Every life sciences entrepreneur’s ultimate goal is to realize a successful and profitable exit for their startup. After all, if you are the founder of a life science organization, you have more than...

UNDERSTANDING RECENT CHANGES TO REGULATION A

17 May 2017

As an offering exemption to the Securities Act, (as opposed to a private placement exemption), Regulation A effectively facilitates a cost-efficient means for smaller companies to raise capital in...

16 Critical Attributes for a High M&A or Investment Valuation

04 May 2017

TECHNOLOGY SECTOR M&A GROWTH From April 2016 to April 2017 the tech sector has experienced more buoyant growth than it has seen in a decade*. SaaS, both vertical and horizontal, is up over 20%....

4 BEST PRACTICES FOR RAISING CAPITAL

12 December 2016

Companies often investigate and pursue funding sources during a transition of ownership, as a way to accelerate product development, to improve their sales process, and for many other reasons that...

SHORTEN LOAN CYCLE TIMES, INCREASE VOLUME AND MAKE BORROWERS HAPPY

03 November 2015

The evaluation and approval process in commercial lending involves comprehensive information gathering and financial analysis in order to make a sound judgment regarding the borrower’s financial...

BEST PRACTICES FOR PRIVATE PLACEMENT MEMORANDUMS

28 October 2014

As a former institutional salesman at an investment bank, I recognize the complexity and risks associated with preparing and distributing a Private Placement Memorandum (PPM). The Private Placement...

The Seven Habits of Highly Effective Data Rooms

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