Cipher Financial

Capital Raising

Capital Raising & Transaction Support

Get the numbers, materials, and diligence house in order before investors start asking questions.

  • Financing preparation and readiness
  • Investor materials and financial models
  • Due-diligence and data-room preparation
  • Coordination with counsel, auditors, and bankers

Raising capital is a full-time job that lands on top of everyone’s existing full-time job. The companies that run smooth processes are the ones whose numbers, materials, and records were ready before the process started. Cipher Financial provides senior finance support through every financial aspect of a raise.

Before the process

  • Transaction readiness — an honest assessment of what investors and their advisors will find, and a plan to fix gaps before they become issues.
  • Financial models — integrated models and use-of-proceeds schedules that hold up under investor scrutiny.
  • Capital requirements — how much to raise, over what horizon, and what the business looks like under different funding outcomes.
  • Investor materials support — the financial content of decks and information packages: accurate, consistent, and defensible.

During the process

  • Due-diligence preparation — anticipating the request list and preparing clean, complete responses.
  • Data-room organization — a well-structured data room that signals a well-run company.
  • Management support — preparation for investor meetings and support answering financial questions as they arise.
  • Coordination with advisors — working day to day with legal counsel, auditors, investment dealers, and other advisors so management time is spent where it matters.

After the close

  • Post-financing reporting obligations, covenant tracking, and use-of-proceeds reporting to investors or regulators where required.

Experience on both sides of the table

Cipher Financial’s principal has prepared companies for financings and managed processes as a public-company CFO — including the questions, the re-trades, and the timelines that only make sense once you have lived through them.

Cipher Financial is not an investment dealer, broker, or law firm and does not sell securities, solicit investors, or provide investment, legal, or securities-trading advice. The firm provides financial and accounting support to management during financings and works alongside your registered and legal advisors.

Financing readiness

The sequence behind
a smooth raise

Processes run smoothly when the work is done in this order — and painfully when it starts in the middle.

  1. Stage 1

    Foundation

    Statements, reconciliations, and records an investor's advisors will not trip over.

  2. Stage 2

    Model and ask

    An integrated model, the size of the raise, and a use-of-proceeds schedule that survives questioning.

  3. Stage 3

    Materials

    The financial content of the deck and information package: accurate, consistent, defensible.

  4. Stage 4

    Data room

    Organized before diligence starts. A clean data room signals a well-run company.

  5. Stage 5

    Process

    Management prepared for investor questions; the request list answered fast enough to hold momentum.

  6. Stage 6

    Post-close

    Covenant tracking, investor reporting, and use-of-proceeds follow-through.

Financial Modelling & Forecasting

Models built by someone who has had to defend them — to boards, investors, auditors, and lenders.

TSX, TSXV & Going-Public Advisory

Financial readiness for companies preparing to list — and the reporting infrastructure to succeed after the bell rings.

Mergers, Acquisitions & Due Diligence

Senior financial support through the most consequential transactions a company undertakes — on either side of the table.

Discuss capital raising & transaction support
for your business

A brief, confidential conversation with Toronto-based CFO leadership. No obligation, and useful either way.

Schedule a Discussion Send an enquiry instead