NiklasJames.com

Timing debt vs. equity

Socialize deals early with lenders, maybe even before the LOI. Gauge their appetite, get feedback to form a sources & uses draft, submit your LOI with enhanced confidence.

For equity, however, wait until the deal is more fully-baked. Make sure the QoE and DD are tracking well. Fundraising is all about momentum; don't lose it with a false start.

Insights from Alex Swanston and Corbin Cook in the latest Minds Capital Podcast episode (new release every Wednesday).

About the author

Hi, Niklas here 🙂📝

This is my journey as an independent sponsor & equity investor.

I publish tactical insights for deal-by-deal private equity.

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