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Who?

Our process works best for founders that have:

  • ESG impact as part of their core-offering
  • Been established for at least 2 years
  • Significant / global growth potential
  • Capacity to use technology to facilitate rapid scaling
  • A strong defensible moat
  • Achieved demonstrable market traction ($1 – $5M turnover)
  • At least 12 months runway

How?

Our process includes:

  • A combination of operational and financial advisory resources that deliver the required capability uplift and capital from a single source.
  • A collaboration process to help you deploy new capital in a manner that enables you to scale profitably as you cross the chasm.
  • Underlying tools and processes that further improve capability uplift, decimate costs, quantify risk and reduce the cost of capital.

Why?

  • Makes it easier for government, institutions and family offices to invest.
  • Delivers superior impact – integrating financial outcomes with total value creation.
  • Produces a virtuous cycle that enables us to refer scale-up opportunities that are not ready to raise capital into a capability building process that brings them back … when the time is right.

Our Process

The Bluefin Capability Uplift and Capital Raise process comprises 5 clear steps that take 6 – 12 months to complete, from the time we complete the Operational & Financial Review stage. Contact us for further information.

The Bluefin engagement process comprises two parts: SELF ASSESSMENT: A free self-assessment framework that will help you understand your readiness for raising capital BUSINESS DIAGNOSTIC: A 2-hour intensive session with our expert panel who will interrogate your business plan and the data provided to confirm your readiness and identify key gaps.
A deep dive into every aspect of your business operations and finances using Bluefin’s proprietary Business Framework to: Identify and fill gaps in your business model, review your financial model, gather all the information required for documentation, test and cross check your assumptions
Assess future business growth opportunities to determine capital requirements and suitable financial structures
Preparation of all the documents you need to present your business to potential investors in the best possible light, including: Investment Overview, Pitch Deck, Investment Memorandum and required support documents
Develop suitable strategy and market outreach program