Capital Raise Readiness

​We can help clients assess their overall capabilities, access to markets, financial health,
​and prospects for matching the requirements of capital placement firms.​

Is your firm ready to present to the investor community?

​Is there sufficient alignment to the industries key trends, performance drivers and the external environment to match vital investment assumptions, future performance and long-term value?  We can help clients assess the overall financial and operational health of the company and assessing its capabilities to meet future financial prospects. 
Our professionals are experienced in identifying and investigating practices and key risks. We can help develop the information that is vital to assessing your firms match to investment objectives of interested parties while negotiating the transaction to secure needed financing.

Our Approach

Our team delivers a highly disciplined, data-driven, and issues-focused approach to capital raise readiness designed to assess the risks and opportunities of a proposed transaction, identify opportunities for value creation and reduce the likelihood of post-transaction surprises.

We reach into our deep stable of dedicated practitioners to assemble a hand-picked team of professionals whose talents and experience are relevant to the unique needs of each deal. Our multi functional and flexible approach teams these professionals with operations, industry and technical specialists to help provide answers and advice toward mitigating risk and maximizing return. We recognize your business needs and will ensure seamless coordination with your other advisers.

Clients benefit from the same intensive data gathering, robust analysis and insightful conclusions regardless of the size, industry and geographies of the target. We can help provide the objectivity, the granularity, the bandwidth and the access to information you need for a sound investment decision and to achieve a successful post-close integration.

Investor Presentation Checklist 

  • Quality of Earnings and Cash Flows 
  • Financial Statement and Forecast Reviews
  • Accounting Policies Assessments
  • Receivables Assessments
  • Inventory Assessments
  • Asset Assessments
  • Payables and Liabilities Assessments
  • Budget and Planning 
  • Debt and Banking Assessments
  • Investment and Cash Management
  • Employee Benefit Funds Assessments
  • Federal, International, State and Local Tax Reviews 
  • Agreed Upon Procedures
  • Internal Systems and Controls Reviews
​aThirdView Healthcare Advisory Services is positioned to provide valuable services to executive decision making through opportunity and or risk assessment modeling. Consider leveraging our expertise to aid your firms investment planning, merger, acquisition or divestiture strategies by increasing their attractiveness to capital in the rapidly changing healthcare business environment.