Capital Readiness & Public Markets
An honest map of what is in place, what is missing and what has to happen before the conversation is worth having.
“We need to be ready for an investor conversation, or to know whether a public listing is realistic.”
Who this is for
- Companies preparing for a funding round
- Founders who have been asked for documents they do not have
- Companies considering the Canadian public markets
What you receive
- A preparation map — what exists, what is missing, in what order
- A readable assessment of readiness for the next professional conversation
What the work covers
- Review of materials and reporting against what an investor will expect
- How the business is presented, and where that presentation breaks down
- A list of the missing documents, with who produces each one
- Coordination of the accountants, counsel and other specialists required
- A separate route for Reverse Takeover assessment, under its own criteria
FLOWCAP is not a broker-dealer, investment bank, fund or securities adviser. We do not guarantee financing, regulatory approval, transaction completion or admission to trading, and we do not introduce investors for a success fee. Legal, audit, brokerage and securities-related services are provided by appropriately licensed independent professionals where required.
How it runs
- 1Intro conversation about the capital event you have in mind
- 2Materials review
- 3Preparation map delivered and walked through
- 4Specialists coordinated where you ask us to
What we need to start
- Current financial reporting, in whatever state it is in
- Cap table and corporate structure
- Any investor materials already in use
- What you intend to raise, and what for
Negotiation Readiness
When the conversation matters more than the deck
- Positioning
- Project presentation
- Short-form description
- A list of the materials you are missing
- Preparation for the questions partners and investors will ask
Pricing depends on the complexity and scope of the task. Before any work begins we agree the scope, the timeline and the final price.
Questions
Will you introduce us to investors?
Not as a paid service. We prepare you for the conversation and coordinate licensed professionals where the work requires them.
Is a Reverse Takeover part of this?
It is a separate assessment with its own criteria, in the public markets practice. A strategy engagement never concludes with "and therefore you should list".
Let’s discuss the next step for your project.
Tell us what you are working on and where it is stuck. If we are not the right people for it, we will say so and point you somewhere better.