Fundraising advisory: your company ready for review by the party that grants the funds.
The bank, the fund or the investor decides based on the company's accounting history, projections and collateral. Veltis prepares this material.
Veltis acts as an advisory firm and is not a financial institution. Credit and investment transactions are carried out by authorized financial institutions and investors.
Other areas of this practiceCapital
What we do
What is included in Fundraising
We advise on fundraising, from working capital to venture debt (debt for growing companies). The financial institution or the investor analyzes and grants the funds; Veltis advises.
Bank credit
Preparing the company to request working capital and financing from banks, with the file organized the way the financial institution requires.
Capital markets
Preparing the company and its information for transactions such as FIDC (a fund that buys companies' receivables), debentures (company debt securities) and CRI/CRA (real estate and agribusiness receivables certificates), structured and distributed by authorized institutions.
Venture debt and equity
Preparing the documents the investor reviews (data room), the projections and the shareholder table (cap table), and presenting to funds and investors, who analyze and decide.
Development financing and grants
Mapping of BNDES and Finep development financing lines and of innovation grants (funds that do not have to be repaid), with support in assembling the application.
Preparing to raise funds
Organizing accounting, tax and corporate information before going to market, so that you arrive at due diligence with the material ready.
How it works
How the work happens
- 01
Assessment
We look at revenue, current debt, available collateral and the amount the company needs.
- 02
Choosing the instrument
We compare cost, term and dilution across the alternatives available for the size of the company.
- 03
Building the dossier
We organize projections, collateral and the documentation the institution or investor will request.
- 04
Presentation to authorized institutions
We present the transaction to banks, funds or investors, who conduct their own analysis.
- 05
Negotiation and decision
We advise the company on the final terms. The company decides, and the institution is the one that grants the funds.
Who it is for
Who this area is right for
Getting started
Preparing the company to request its first working capital line or a development financing line (BNDES, Finep) for equipment or technology.
Growing
Preparation for transactions such as FIDC or debentures, when expansion calls for larger volume or longer terms than traditional credit.
Large companies
Preparation for structured debt (CRI/CRA), venture debt for innovation units or equity rounds for growth.
In the ecosystem
What connects to this area
Base
The data room, the folder of documents the investor asks for, comes together faster when accounting has been organized from the start.
Management (Controllership)
A reliable cash flow projection supports the conversation about cost and term with whoever analyzes the transaction.
Protection (Corporate structure)
An organized cap table and a clear shareholders' agreement reduce the risk of the fundraising stalling in the final stretch.
Frequently asked questions
Questions from anyone evaluating
What kind of company can raise funds through FIDC or debentures?
The criteria are set by the institution or investor in the transaction. In general, they look at recurring revenue and an organized accounting history. Veltis helps prepare the company for that analysis.
Does Veltis guarantee credit approval?
No. Veltis does not grant credit or guarantee approval. The analysis and the decision always rest with the financial institution or the investor. Our job is to prepare the company and the documentation.
Does raising funds through equity mean losing control of the company?
Not necessarily. It depends on the percentage negotiated and the rules agreed with the investor. That is why we compare debt and equity (bringing in an investor partner) before any decision.
What is venture debt?
A type of debt aimed at growing companies, usually with less demanding collateral requirements than traditional bank credit. Cost and terms vary and are set by whoever grants it.
Do I have to pay anything for the first conversation?
The free assessment on the website, which shows where to start, carries no obligation. The advisory itself has its scope and fees agreed before it begins.
Updated on
Find out what the bank or investor will ask of your company before you approach one.
Veltis operates as a fundraising advisory firm. It is not a financial institution, does not hold authorization from the Banco Central do Brasil, and does not grant, lend, originate or offer credit. Every credit or investment transaction is analyzed and carried out by authorized financial institutions and investors.