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For Founders

Capital Raising
& M&A, Demystified

Whether you're raising growth capital or exploring a strategic transaction, Klaris Capital partners with founders at every stage — providing the clarity, market access, and leverage to achieve the outcome your business deserves.

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01
/ 01 Phase One

Assess Your Options

Growth capital, minority investment, majority sale, or full exit — the landscape of options is broad and the stakes are high. Our commitment is to arm you with information, market context, and first-hand perspectives so you can make the decision from a position of strength.
Klaris Perspectives
Capital Raise vs. M&A: Understanding Your Path → Why Private Equity and Venture Firms Are Calling → Minority vs. Majority vs. Full Sale → Common Milestones That Trigger a Transaction →
02
/ 02 Phase Two

Engage the Right Advisor

Whether raising capital or running an M&A process, the right advisor shapes outcomes. A few inbound emails from PE firms is not a strategy — it's about accessing the full market and structuring the right transaction for your goals.
Klaris Perspectives
Why Founders Need an Advisor for Capital Raises → Why You Need an Unconflicted Partner → Understanding Advisory Fee Structures → The Do's and Don'ts of Hiring an Advisor →
03
/ 03 Phase Three

Position Your Business

Whether pitching investors or engaging buyers, the first impression defines the outcome. Your growth story, unit economics, and market positioning must speak the language of premium — because how you frame your business directly determines how the market values it.
Klaris Perspectives
Key Metrics That Drive Valuation → Preparing Your Growth Story for Investors → Why Strategic Framing Matters → Managing Early Investor & Buyer Relationships →
04
/ 04 Phase Four

Create Competition

Whether among investors in a capital raise or buyers in an M&A process, competition is the single greatest driver of outcome. Valuation is subjective — don't cap it. High-quality growth-stage companies are scarce. Capital is not. When the market competes for you, leverage compounds.
Klaris Perspectives
Why a Competitive Process Drives Better Outcomes → The Risks of Exclusivity → Navigating Term Sheets and LOIs → Structuring a Raise With Multiple Offers →
05
/ 05 Phase Five

Execute & Close

The final stretch demands precision — whether closing a financing round or an acquisition. Diligence, legal negotiation, and closing mechanics can derail even the best process if handled poorly. Preparation today determines the reality of your outcome tomorrow.
Klaris Perspectives
Due Diligence Do's and Don'ts → Understanding Price Adjustments and Protections → Tax & Estate Planning Essentials → Choosing the Right Capital Partner →

Ready to Explore?

Whether you're raising capital or considering a strategic transaction, let's have a confidential conversation about your business and the outcomes that matter most to you.

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