Capital Raising Strategy | Philip Bateman - Investor Readiness and Exit
capital mobile

For founders & fund managers
seeking capital with intent.

For founders & fund managers
seeking capital with intent.

Line Header text
Growth

Whether you’re raising for a business or a fund, I provide experienced, insight-led guidance and support – helping you position with the right investors, networks and messaging to accelerate traction and avoid wasted time.

If our values align and your project carries national relevance and meaningful impact, I may work with you every step of the way – from shaping your story and refining your investor materials, to standing beside you at roadshows and negotiating term sheets in the room.  A true champion of your endeavour.

Either way, I’m happy to offer a sharp initial assessment and trusted direction.

Australian Impact Investments and the Argyle Group

Mindset

Investor Relations and Capital Raising is hard – and generally, equity should be your last resort.

Most businesses are better served by fixing their fundamentals and securing forward sales contracts with their True Economic Buyer – the person or organisation most aligned with the value your company creates in the world.

These buyers don’t just fund you – they leverage what you offer, often creating multiplier effects that typical investors can’t.

In a noisy market, clarity, positioning, and timing are everything.

Remember, you don’t get money from investors until you don’t need it – meaning your proposition is de-risked. So don’t bet your survival on it!

Raising

Across the capital spectrum – from grants and philanthropy to venture and institutional capital – interest, cheque sizes, and risk appetites vary enormously.  Too many founders waste time pitching the wrong propositions to the wrong people.

Here’s the kind of clarity I can bring in our first session;

I will orient you on the spectrum to save time, avoid mismatch, and position with clarity.

We can then introduce you to relevant individuals, organisations and networks:

I’ve worked directly with many of the organisations above – not just adjacent to them.

Bringing me in early will save you months of wasted effort
and thousands in misaligned advisor fees.

Capital Exit

Acquisition & Exit Strategy

If you’re planning to sell – now or in the future – it’s a valuable idea to start by identifying your most likely acquirers and working backwards.  

Your business needs to be structured, positioned, and performing in a way that makes it a compelling opportunity – especially to those who see its strategic value.

I will help you prepare not just to exit, but to exit well – to the right buyer, with the right outcome, on your terms.

Are you confident you're investor ready, not only
in your pitch, but in your positioning, structure,
and teams ability to implement?

Investors only look at a handful of things.

Do you know what they are, and
have you prepared strong answers?

Are you confident you're investor ready, not only in your pitch, but in your positioning, structure, and teams ability to implement?

Investors only look at a handful of things.

Do you know what they are, and
have you prepared strong answers?