Capital and Investment
To act as a strategic intermediary, connecting clients (developers, property owners, or project managers) with suitable investors, facilitating funding for real estate developments, retrofits, or new ventures. The goal is to secure capital through equity, joint ventures, or strategic partnerships.
Phase 1: Client Engagement & Investment Scoping
Understand the client’s project needs, funding gap, and potential investment structure.
Initial Consultation: Identify the project scope, capital requirements, timeline, and stakeholder expectations.
Project Profiling: Document the project’s value proposition, financial forecasts, and ESG potential.
Investment Model Development: Determine whether the funding model is equity-based, debt-based, or a hybrid (e.g., joint venture).
Phase 2: Investor Sourcing & Matching
Identify suitable investors aligned with the project’s goals and risk profile.
Investor Network Analysis: Utilise Victor Henry Advisory’s network to find suitable investors, such as private equity firms, family offices, and institutional investors.
Partnership Criteria Matching: Ensure investors’ ROI expectations and ESG criteria align with the project.
Preliminary Outreach: Initiate contact with potential investors, presenting a high-level project pitch.
Phase 3: Investment Presentation & Pitch Deck
We create compelling presentations that attract investor interest.
Financial Modelling: Develop ROI, cash flow projections, and impact metrics.
Pitch Deck Creation: Highlight the project’s unique value, sustainability features, and financial returns.
Personalised Investor Meetings: Arrange one-on-one presentations or virtual meetings.
Phase 4: Investment Structuring & Agreement
Finalise
Term Sheet Drafting: Outline key investment terms, responsibilities, and exit strategies.
Legal Coordination: Collaborate with legal advisors to formalise agreements (e.g., shareholding, joint venture contracts).
Final Investor Approval: Secure formal investment commitments and signatures.
Phase 5: Post-Investment Management & Reporting
Maintain transparent communication between the project owner and investors to ensure clarity and understanding.
Progress Reporting: Regular updates on financial performance, project milestones, and ESG impact.
Stakeholder Engagement: Host periodic review meetings and site visits to maintain open communication and foster collaboration.
Performance Analysis: Monitor key metrics and address investor queries proactively.