Insomnia Partners helps growing entrepreneurial (small and medium) companies raise capital. Our capital raising services provide clients access to capital using our own unique consulting approach that gets consistent results, offers true objectivity, and is a fraction of the cost of investment banks and brokers that raise capital.
Over the past decade we have helped companies raise over $400M in both equity and debt funding. Our approach begins with an analysis of the current state of the business, determining strategic goals, creating the business and investment plan and investor deck. Once completed we then present to a variety of domestic firms.
Our Process
Believing there is a better way and to remain independent, Insomnia Partners raises capital using our own process that differs significantly from investment bankers and capital brokers in multiple of ways.
• Fixed hourly rate
• Retainer
• Percentage of raise
• Equity based fee
1) We raise capital on a small retainer and then an hourly fee basis.
Rather than seeking large success fees to raise capital, and to be fair to our clients of all sizes, we choose to work on a simple, hourly, fee-only basis. This removes any economic incentive to recommend one financing solution or provider over another. This simple approach drastically reduces the cost to clients to raise capital, and removes all conflicts of interest or potential for ‘self dealing.’
2) To achieve consistent results, we work in 3 phases in order to raise capital for our clients.
Develop Financial Strategy and Plan We start each engagement by meeting with the client and understanding their business and strategies. Once we have done that, we immediately create a financial plan. Once we have created that plan, and it is reviewed by the client, we share the plan on a ‘no-names’ basis with a few financial institutions, we believe will likely want to fund our client’s business. Our goal is to identify interested institutions very early in the process (ideally in the first couple of weeks). By doing so, we are able to quickly and cost effectively demonstrate to our client that we can deliver them interested funding sources. Our goal is to be effective, efficient and matching the right investment for the company.
Access Capital Markets Once we have successfully completed the financial strategy and planning phase, we then (with our client’s permission) access the capital markets in a systematic and effective way. To do that, we finalize a company business plan, then distribute that business plan to not only those firms that expressed interest earlier in our process, but many others as well. By doing it this way, we enable our clients to ‘maximize the interest’ and create competition for funding which can save them millions in financing costs.
This approach, which is completely unique to Lantern Capital Advisors has worked consistently well. Since implementing this process a few years ago, we have delivered financing offers each time we have accessed the capital markets. For a further explanation of our process, please see our White Paper, “Eureka! A Better Way to Raise Capital and Explore Financing Alternatives.”
After funding our work and partnership is not over. We also look to help our clients achieve their ultimate goals. By having a deep management group and with our clients permission, we help them further use ‘finance and revenue plans not only to fund their initiatives but to also make better decisions, and adjust their plans as their business and markets change.
By combining a simple, fee-only approach to raise capital with our proven consulting process, we are able to consistently help clients raise capital with a level of integrity, diligence, timeliness, quality and cost that is unmatched by other advisors.
