Where North Aspect can help
Prepare the company to make the financing decisions well.
Financing Structure & Economics
Analyze round size, instrument alternatives, valuation assumptions, ownership and dilution, capitalization, liquidation waterfalls, convertible economics, and company-level primary and secondary mix.
The work is internal decision support, not a formal valuation opinion or investment recommendation.
Diligence Readiness & Response Infrastructure
Prepare the information structure, response ownership, tracking, and internal response process needed when company-identified investors begin diligence.
Where investors are conducting diligence, the company controls investor access and communications and approves all responses. North Aspect may help organize the data room and prepare draft responses for management and counsel to review and deliver. Investor communications remain with the company and its counsel.
Term Analysis & Negotiation Preparation
Help management understand the economic and business implications of proposed terms and prepare for investor discussions through scenario analysis, issue lists, talking points, fallback positions, and internal modeling.
The company and its counsel speak for the company in negotiations. North Aspect does not negotiate financing terms with investors or provide legal interpretation of financing documents.
Internal Process & Adviser Coordination
Coordinate internal workplans, decisions, diligence, management preparation, and advisers, and support company counsel in coordinating the path to closing.
Management retains responsibility for investor selection, outreach, sequencing, and investor communications.
Bring in North Aspect from preparation through investor diligence.
The company is preparing for a financing.
Management needs to understand structure, ownership, dilution, diligence readiness, or transaction economics.
A term sheet or financing proposal needs to be evaluated.
Management needs to understand how the economics work and which tradeoffs matter.
Investor diligence is underway.
Internal responses, adviser input, diligence requests, and management decisions need to move together while management retains the investor relationship.
Related capabilities
Company-side transaction support - not capital placement.
North Aspect works for the company alongside its legal, tax, accounting, and other advisers.
Counsel remains responsible for legal advice, securities-law matters, and financing documentation. Management remains responsible for the operating model and forecast, investor selection, and, with counsel, all communication and negotiation with investors.
North Aspect Partners is not a registered broker-dealer or investment adviser and does not act as a placement agent. In financing engagements, North Aspect works solely for the company. It does not identify, solicit, or introduce investors; negotiate with investors; distribute offering materials; or handle funds or securities. North Aspect does not accept compensation that is contingent on, or measured by, the completion or size of any financing or other transaction, and does not provide legal, tax, accounting, or investment advice.