Assessment process
Equity Bridge Funding assessment process
An institutional pathway from presenting a funding transaction to assessing equity bridge capital and unlocking the larger transaction.
When a funder requires your business to contribute equity or unencumbered capital before releasing the balance of an approved or progressing funding transaction, SAEF can assess the opportunity to bridge that funding gap. Investment structure is determined during assessment and structuring based on the requirements and economics of the underlying opportunity.
- Step 1
Present your funding transaction
A business presents the larger funding transaction, principal funder context and equity bridge gap through SAEF’s structured intake.
- Step 2
Initial screening
SAEF assesses whether there is a credible larger funding transaction and what equity or unencumbered capital contribution is preventing it from proceeding.
- Step 3
Management engagement
Where appropriate, SAEF engages management to understand the business, leadership and transaction.
- Step 4
Preliminary investment assessment
Commercial, financial and strategic assessment of the Equity Bridge Funding opportunity.
- Step 5
Due diligence
Financial, legal, tax, commercial, operational, ESG and other relevant diligence as appropriate.
- Step 6
Investment Review
Qualifying transactions proceed through SAEF’s applicable investment review and approval processes.
- Step 7
Transaction structuring
Investment structure is determined during assessment and structuring based on the requirements and economics of the underlying opportunity.
- Step 8
Capital deployment
Capital disbursement occurs only following required approvals, documentation, conditions and Funding Authority — and only where an affirmative disbursement has been recorded.
- Step 9
Partnership
Where capital has been disbursed, SAEF seeks to support sustainable growth, governance and value creation alongside the unlock of the larger funding pathway where applicable.
- Step 10
Realisation
SAEF ultimately seeks an appropriate liquidity or exit mechanism consistent with the investment structure.