CloseIt - getting the cheque
We will help with all aspects of the process of closing funding. This includes liaising with lawyers and accountants, co-ordinating groups of investors when there is a syndicate, providing you with advice on the terms of the deal – such as valuation and terms of the shareholders agreement. We will also help to ensure that from the point of an expression of interest you maintain momentum towards the goal of closing the funding.
This help does not replace the need for relevant professional advice. We can provide opinions but cannot provide advice on legal, accounting or tax matters.
Please note that our role is to link firms seeking investment with potential investors, in respect of which
activities we are persons exempt from Authorisation under the Financial Services and Markets Act 2000. We are not authorised under the Financial Services and Markets Act 2000 to give advice on the
merits of any investment or to carry out any other form of regulated investment activity.