01 / THE BOX
Selected financing engagement.
$134MFinancing round
Capital Raising
Capital for the next stage of growth.
We advise companies across investor positioning, fundraising preparation, targeted investor outreach and transaction execution.
Discuss a capital mandate↗Equity · Debt · Strategic Capital · Transaction Support
COMMON CAPITAL CHALLENGES
Where fundraising processes lose momentum.
Capital raising is rarely limited by the existence of investors alone. Positioning, preparation, investor fit and disciplined process management determine whether a financing process converts.
01
Weak investor positioning
A strong business can still be difficult to finance when the investment case is unclear or not framed for the right capital provider.
02
Wrong investor universe
Broad outreach creates noise. The process needs investors whose mandate, ticket size and strategic fit match the transaction.
03
Insufficient preparation
Materials, financial logic, data-room readiness and transaction structure need to withstand investor scrutiny before outreach begins.
04
Fragmented execution
Investor conversations, follow-up, diligence and negotiations require active ownership to keep momentum through signing and closing.
HOW WE SOLVE IT
A structured capital process.
We prepare the investment case, define the right investor universe, manage targeted engagement and support the transaction through diligence, negotiation and execution.
01
POSITION
Build the investment case.
We sharpen the equity story, transaction rationale and investor positioning around the company, market and financing objective.
02
PREPARE
Prepare for the market.
We structure the fundraising process, review materials and financial information and identify what needs to be ready before investor engagement.
03
TARGET & ENGAGE
Reach the right capital.
We build a relevant investor universe and manage targeted outreach, introductions, follow-up and investor conversations.
04
EXECUTE
Drive the transaction forward.
We support diligence, process coordination, negotiation and execution through the final stages of the financing process.
Selected capital engagements.
Selected financing rounds and capital mandates across private-market transactions and growth financing.
02 / PRECIHEALTH
Selected financing engagement.
€15.4MFinancing round
03 / PRECISION PARTNERS
Selected financing engagement.
£3MFinancing round
04 / VL COMPUTING
Selected financing engagement.
€1.5MFinancing round
05 / ARKSEN
Selected financing engagement.
£7MFinancing round
06 / GOLDWISE
Selected pre-seed engagement.
£400KPre-seed round
07 / NHP GLOBAL
Selected financing engagement.
€3MFinancing round
08 / SUDDENLYSPACES
Selected financing engagement.
€1.5MFinancing round
Selected organisations
THE BOX · PreciHealth · Precision Partners · VL Computing · Arksen · Goldwise · NHP Global · SuddenlySpaces
OUR COMMERCIAL MODEL
Aligned with transaction value.
Capital mandates are structured around the individual transaction. Our commercial model is designed around execution and the scale of the financing process.
01UP TO €13M
Typical success fee: 5% of the relevant transaction value.
02UP TO €20M
Typical success fee: 4% of the relevant transaction value.
03€21M+
Typical success fee: 3% of the relevant transaction value.
Exact scope, structure and commercial terms are agreed individually for each mandate.
Capital sources
The investor universe we work across.
We structure investor targeting around transaction fit, ticket size, strategic relevance and the financing objective.
01
Family Offices
Private investment groups seeking direct and structured opportunities across growth and private markets.
02
HNW Investors
Private investors and entrepreneurial capital with relevant sector, ticket and transaction fit.
03
Private Equity
Institutional and lower-middle-market capital for growth, acquisitions and strategic transactions.
04
Banks & Debt
Debt providers and banking relationships for structured financing and blended capital solutions.
OUR SERVICE
We are advisors.
We structure the process before we take it to market.
Our standard model is an end-to-end capital mandate. Clients can also engage us for individual parts of the financing process where targeted advisory creates the most value.
END-TO-END CAPITAL RAISING
We can manage the full financing process.
From investor positioning and transaction preparation through investor mapping, targeted outreach, process coordination and execution support.
Position→Prepare→Target→Engage→Execute
01
Investor positioning
Investment case, transaction story and positioning tailored to the relevant capital market.
02
Fundraising preparation
Process structure, material review, financial readiness and transaction preparation before market engagement.
03
Investor mapping & outreach
Targeted investor universe, introductions, outreach, qualification and structured follow-up.
04
Transaction execution
Process management, diligence coordination, negotiation support and execution through the final stages.
START A CONVERSATION
Planning a financing round?
We can review the transaction, investor positioning and current preparation — then identify how to structure the process for the right capital partners.
Our Presence
Two German bases.
Five active markets.
From Frankfurt am Main and Hamburg, we support clients across Germany, India, the United States, the United Kingdom and Australia.
01 / German Office
FRA
Frankfurt am Main
Primary operating base and group headquarters.
02 / German Office
HAM
Hamburg
Second German base supporting client delivery and growth.
Active markets
DEGermany
INIndia
USUnited States
UKUnited Kingdom
AUAustralia
05Management Team
Our management
team.
Leadership across strategy, operations, commercial development and global execution.
01
Onika Bhatia
Managing Director
02
Gauri Bhatia
Managing Director
03
Ishan Bhatia
Managing Partner
04
R.B.
Bhatia Industries
Robin Becker
Head of Global Sales
05
Poovarasu Natarajan
Senior Project Manager
FAQ
Before we begin.
Key questions around capital mandates, investor processes and how we structure fundraising support.
What types of capital do you support?+
We work across equity, debt and strategic capital processes depending on the company, transaction structure and financing objective.
Which investors do you work with?+
Investor targeting can include family offices, high-net-worth investors, private equity, strategic investors, banks and other relevant capital providers.
Can you manage the full fundraising process?+
Yes. We can support the process from positioning and preparation through investor mapping, outreach, process management, diligence and transaction execution.
Can we engage you for only part of the process?+
Yes. Mandates can also focus on individual modules such as investor positioning, preparation, investor mapping, outreach or transaction support.
How are capital mandates priced?+
Commercial terms depend on transaction size, scope and structure. The exact mandate and fee model are agreed before execution begins.