Getting Ready: Preparing Your Business for a Mid-Market Raise

Preparation improves outcomes. Investors want evidence of growth prospects, reliable financials and a compelling narrative. Start by making sure your financials are in order, making sure they are thoroughly normalised to reflect true EBITDA. Clean financial statements prepared by a chartered accountant are a starting point. Focus hard on preparing forecasts that extensively detail why and how the capital you want to raise will be deployed. Articulate a clear strategy for scaling, whether through new product lines, geographic expansion, or operational improvements.

Valuation expectations should reflect market reality. While headlines feature sky-high multiples in technology deals overseas, investors in the $500k–$10m range expect realistic NZ market pricing, and that’s not unreasonable. Setting an overly ambitious valuation can deter interest, and under-pricing of course can lead to unnecessary dilution. Seeking comparative data and, if necessary, a professional valuation provides a credible starting point for negotiation. A realistic approach signals maturity and builds trust with potential backers.

We work with an extensive network of advisors and professionals and will assist you every step of the way.

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