Capital Raising Process

Lantern Capital Advisors uses a proprietary planning process to help companies quickly “Explore What If” then raise capital to make it happen.  Our capital raising process delivers consistent result and offers clients a unique combination of experience, objectivity, and value.

  1. BulletExperience - All we do is help growing companies explore, plan, and execute business and financial strategies to realize their potential.  We know the financing sources well.  We connect with them early in the process which allows us to consistently meet or exceed our clients’ expectations.

  2. Lantern’s clients understand their business plan and growth strategy.  We make sure they also have the financial capacity to achieve it.  We help our clients with strategy assessment, business planning, and raising capital.  www.lanternadvisors.com/lantern-capital_philosophy.htmlObjectivity - Fees for most corporate finance advisors are determined by the strategies or products they recommend.  Lantern Capital Advisors works on an hourly consulting basis to raise capital, so clients can always trust our advice and independence because we have no financial incentive to recommend one product, strategy, or financial firm over another.

  3. HOW WE WORK
Lantern Capital Advisors only works on a consulting rather than brokerage basis so that clients know we have no bias towards the amount or type of financing selected.
LANTERN’S ULTIMATE GOAL IS TO HELP OUR CLIENTS UNDERSTAND THE ALTERNATIVES AND SECURE THE BEST CAPITAL SOLUTION FOR THEIR NEEDS.  
Typically this means identifying the capital source or structure that offers the lowest-cost and maximum liquidity while minimizing ownership dilution and personal financial risk.
Lantern Capital Advisors delivers substantial value for our clients by assisting them with 
  Strategy Assessment
  Business Planning 
  Sourcing Growth Capital
  Acquisition Financing
  Management Buyouts
  Owner Liquidity Events  
To do this, Lantern accesses  our large network of financing sources in order to help our clients identify and select from a wide variety and competitive funding sources and financing solutions, including: 
  Commercial Banks
  Specialty Lenders
  Vendor/Lease Financiers
  Private Equity Firms
  Venture Capital Firms 
Value - Our proprietary planning process to raise capital is highly effective and delivers consistent results at a fraction of the cost of our competition. 

Lantern Capital Advisors Philosophy To Raise Capital

Lantern Capital Advisors helps growing companies realize their potential.  Our philosophy is based on the meaning of REALIZE….

1) To comprehend…   2) To make happen... 

Lantern Capital Advisors believes that our clients should not only understand their business plan and growth strategy, but should also have the financial capacity to achieve it.  Using our unique “out of the box” corporate financial planning process to raise capital, we offer independent insight based on our prior experience helping companies raise capital. 

Lantern Capital Advisors helps our clients quickly develop growth strategies and identify financing methods that can have a substantial positive impact on the future value of the business. Our experience allows us to be creative, fast and cost-efficient...and successful.  Lantern Capital Advisors consults with our clients as an ongoing financial advisor in order to realize the goals defined in the business plan long after the capital event has occurred.

Lantern Capital Advisors passionately believes we are the BEST financial advisor to growing private companies because we are fast, trusted, and cost effective.

  1. FINANCING CHALLENGES FOR GROWING PRIVATE COMPANIES
Many growing private companies operate in crisis mode when it comes to financing and financial planning.  Needs like a shortage of capital, a lender wants out, an opportunity to buy out a partner, or acquisition opportunity appear suddenly.  The challenge for entrepreneurs and CFOs is to figure out what financing alternative are best for their team, when they have little, if any, financing experience beyond dealing with the local bank.  Typically they need a solution - the best solution- in a very limited, if not critically limited, amount of time.
For a company that has already achieved some success, the learning curve can be time consuming and expensive.  Much of the lack of information is caused by the capital markets itself, which rewards and compensates bankers and investors based on leading companies towards one solution over another.  As a result, bankers may recommend a less than ideal solution simply to get the highest finder's fee, maximize a commission, or gain the biggest ownership interest in a company.  Taken collectively, these conflicts short change the growing company that needs GREAT advice the most, or the company that needs financing in the shortest amount of time.
To address these challenges Lantern Capital Advisors prides itself on being FAST, TRUSTED, and COST EFFECTIVE 
LANTERN CAPITAL ADVISORS PHILOSOPHY
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors.   We are expert advisors to developing business plans and successfully securing growth capital for entrepreneurs and businesses.
Lantern Capital Advisors helps growing companies realize their potential.  Our philosophy is based on the meaning of REALIZE….
1) To comprehend…   2) To make happen... 
Lantern Capital Advisors believes that our clients should not only understand their business plan and growth strategy, but should also have the financial capacity to achieve it.  Using our unique “out of the box” planning process, we offer insight based on our prior experience helping companies raise capital. 
Lantern Capital Advisors helps our clients quickly develop growth strategies and identify financing methods that can have a substantial positive impact on the future value of the business. Our experience allows us to be creative, fast and cost-efficient...and successful.  Lantern Capital Advisors consults with our clients as an ongoing financial advisor in order to realize the goals defined in the business plan long after the capital event has occurred.
COMPREHENSIVE PLANS AND PRIORITIZED STRATEGIES
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors. Our business plans are easily understood and contain the essential information necessary to attract selective investors and institutions.  
Investing institutions must believe that the Company’s business plan is both strategic and attainable.  To illustrate to investors the viability of the Company’s capacity to grow, the business plan must include historical and projected financials. 
We write comprehensive business plans that contain a prioritized growth strategy.  We ensure that our business plans are attainable and the capital requirement is realistic.  We analyze the many methods available in the capital markets to help finance the growth of a business.  We help management determine the financing option that best positions the company for the future.
IDENTIFY INVESTORS
Lantern Capital Advisors has relationships and primarily targets financial institutions that know our work, solicit our plans, and are interested in investing in specific market sectors.    This ensures that our plans are welcomed and read by a wide range of financial institutions. In short, institutions are anxious to hear from us and invest in our clients.  Lantern Capital Advisors pre-qualifies investors and banking institutions before sending out plans. 
We maintain solid relationships with the largest financial institutions in the world.  We build on and establish relationships in markets where our clients have a presence during the engagement.  We ensure that the plans we send to investors and institutions will receive attention from the right people.    
Financing proposals and term sheets for growing companies can vary substantially. Competition amongst institutions ensures that our clients will receive the best financing terms available in the capital markets.
SECURE FINANCING
Lantern has a well-defined, proven capital raising process.  We have completed plans and received term sheets within one month of starting an engagement.  However, most of our clients, due to the time constraints of running a business, typically take four to six months to complete the funding process (Due diligence pace, set by financing sources, average 45 days).  Knowing this, our work plans are tied to specific tasks, and our process can match the speed and pace of our clients. 
Fast - Lantern took our financial and management consulting experience over hundreds of engagements, and created a unique engagement process that is superior to all others in terms of time, cost, communication, and client expectations.  Clients always have a clear understanding of where they are in the process, a basis for making good financial decisions, and an ability to start or stop the process with no on-going obligations.  This gives the clients of Lantern Capital Advisors peace of mind, control, and unmatched value relative to any other advisor or consultant.

  2. FINANCING CHALLENGES FOR GROWING PRIVATE COMPANIES
Many growing private companies operate in crisis mode when it comes to financing and financial planning.  Needs like a shortage of capital, a lender wants out, an opportunity to buy out a partner, or acquisition opportunity appear suddenly.  The challenge for entrepreneurs and CFOs is to figure out what financing alternative are best for their team, when they have little, if any, financing experience beyond dealing with the local bank.  Typically they need a solution - the best solution- in a very limited, if not critically limited, amount of time.
For a company that has already achieved some success, the learning curve can be time consuming and expensive.  Much of the lack of information is caused by the capital markets itself, which rewards and compensates bankers and investors based on leading companies towards one solution over another.  As a result, bankers may recommend a less than ideal solution simply to get the highest finder's fee, maximize a commission, or gain the biggest ownership interest in a company.  Taken collectively, these conflicts short change the growing company that needs GREAT advice the most, or the company that needs financing in the shortest amount of time.
To address these challenges Lantern Capital Advisors prides itself on being FAST, TRUSTED, and COST EFFECTIVE 
LANTERN CAPITAL ADVISORS PHILOSOPHY
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors.   We are expert advisors to developing business plans and successfully securing growth capital for entrepreneurs and businesses.
Lantern Capital Advisors helps growing companies realize their potential.  Our philosophy is based on the meaning of REALIZE….
1) To comprehend…   2) To make happen... 
Lantern Capital Advisors believes that our clients should not only understand their business plan and growth strategy, but should also have the financial capacity to achieve it.  Using our unique “out of the box” planning process, we offer insight based on our prior experience helping companies raise capital. 
Lantern Capital Advisors helps our clients quickly develop growth strategies and identify financing methods that can have a substantial positive impact on the future value of the business. Our experience allows us to be creative, fast and cost-efficient...and successful.  Lantern Capital Advisors consults with our clients as an ongoing financial advisor in order to realize the goals defined in the business plan long after the capital event has occurred.
COMPREHENSIVE PLANS AND PRIORITIZED STRATEGIES
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors. Our business plans are easily understood and contain the essential information necessary to attract selective investors and institutions.  
Investing institutions must believe that the Company’s business plan is both strategic and attainable.  To illustrate to investors the viability of the Company’s capacity to grow, the business plan must include historical and projected financials. 
We write comprehensive business plans that contain a prioritized growth strategy.  We ensure that our business plans are attainable and the capital requirement is realistic.  We analyze the many methods available in the capital markets to help finance the growth of a business.  We help management determine the financing option that best positions the company for the future.
IDENTIFY INVESTORS
Lantern Capital Advisors has relationships and primarily targets financial institutions that know our work, solicit our plans, and are interested in investing in specific market sectors.    This ensures that our plans are welcomed and read by a wide range of financial institutions. In short, institutions are anxious to hear from us and invest in our clients.  Lantern Capital Advisors pre-qualifies investors and banking institutions before sending out plans. 
We maintain solid relationships with the largest financial institutions in the world.  We build on and establish relationships in markets where our clients have a presence during the engagement.  We ensure that the plans we send to investors and institutions will receive attention from the right people.    
Financing proposals and term sheets for growing companies can vary substantially. Competition amongst institutions ensures that our clients will receive the best financing terms available in the capital markets.
SECURE FINANCING
Lantern has a well-defined, proven capital raising process.  We have completed plans and received term sheets within one month of starting an engagement.  However, most of our clients, due to the time constraints of running a business, typically take four to six months to complete the funding process (Due diligence pace, set by financing sources, average 45 days).  Knowing this, our work plans are tied to specific tasks, and our process can match the speed and pace of our clients. 
Trusted - All we do is help growing private companies.  We know their problems, and their alternatives, and have referenced clients to prove it.  Further, unlike investment funds, banks, or investment bankers, Lantern is truly independent.  Our compensation is completely hourly based.  We take no finder's fees from institutions, and do not seek or accept any equity (or warrant) compensation from our clients.  Our goal is simply to serve the best interests of our clients - regardless of the size, amount, or type of financing sought.

  3. FINANCING CHALLENGES FOR GROWING PRIVATE COMPANIES
Many growing private companies operate in crisis mode when it comes to financing and financial planning.  Needs like a shortage of capital, a lender wants out, an opportunity to buy out a partner, or acquisition opportunity appear suddenly.  The challenge for entrepreneurs and CFOs is to figure out what financing alternative are best for their team, when they have little, if any, financing experience beyond dealing with the local bank.  Typically they need a solution - the best solution- in a very limited, if not critically limited, amount of time.
For a company that has already achieved some success, the learning curve can be time consuming and expensive.  Much of the lack of information is caused by the capital markets itself, which rewards and compensates bankers and investors based on leading companies towards one solution over another.  As a result, bankers may recommend a less than ideal solution simply to get the highest finder's fee, maximize a commission, or gain the biggest ownership interest in a company.  Taken collectively, these conflicts short change the growing company that needs GREAT advice the most, or the company that needs financing in the shortest amount of time.
To address these challenges Lantern Capital Advisors prides itself on being FAST, TRUSTED, and COST EFFECTIVE 
LANTERN CAPITAL ADVISORS PHILOSOPHY
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors.   We are expert advisors to developing business plans and successfully securing growth capital for entrepreneurs and businesses.
Lantern Capital Advisors helps growing companies realize their potential.  Our philosophy is based on the meaning of REALIZE….
1) To comprehend…   2) To make happen... 
Lantern Capital Advisors believes that our clients should not only understand their business plan and growth strategy, but should also have the financial capacity to achieve it.  Using our unique “out of the box” planning process, we offer insight based on our prior experience helping companies raise capital. 
Lantern Capital Advisors helps our clients quickly develop growth strategies and identify financing methods that can have a substantial positive impact on the future value of the business. Our experience allows us to be creative, fast and cost-efficient...and successful.  Lantern Capital Advisors consults with our clients as an ongoing financial advisor in order to realize the goals defined in the business plan long after the capital event has occurred.
COMPREHENSIVE PLANS AND PRIORITIZED STRATEGIES
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors. Our business plans are easily understood and contain the essential information necessary to attract selective investors and institutions.  
Investing institutions must believe that the Company’s business plan is both strategic and attainable.  To illustrate to investors the viability of the Company’s capacity to grow, the business plan must include historical and projected financials. 
We write comprehensive business plans that contain a prioritized growth strategy.  We ensure that our business plans are attainable and the capital requirement is realistic.  We analyze the many methods available in the capital markets to help finance the growth of a business.  We help management determine the financing option that best positions the company for the future.
IDENTIFY INVESTORS
Lantern Capital Advisors has relationships and primarily targets financial institutions that know our work, solicit our plans, and are interested in investing in specific market sectors.    This ensures that our plans are welcomed and read by a wide range of financial institutions. In short, institutions are anxious to hear from us and invest in our clients.  Lantern Capital Advisors pre-qualifies investors and banking institutions before sending out plans. 
We maintain solid relationships with the largest financial institutions in the world.  We build on and establish relationships in markets where our clients have a presence during the engagement.  We ensure that the plans we send to investors and institutions will receive attention from the right people.    
Financing proposals and term sheets for growing companies can vary substantially. Competition amongst institutions ensures that our clients will receive the best financing terms available in the capital markets.
SECURE FINANCING
Lantern has a well-defined, proven capital raising process.  We have completed plans and received term sheets within one month of starting an engagement.  However, most of our clients, due to the time constraints of running a business, typically take four to six months to complete the funding process (Due diligence pace, set by financing sources, average 45 days).  Knowing this, our work plans are tied to specific tasks, and our process can match the speed and pace of our clients. 
Cost Effective - As hourly based consultants, our rates are comparable to a middle market consulting, accounting, or law firm.  Then by combining those hourly rates with our unique engagement process to raise capital, we are able to get clients market feedback on their financing capabilities extremely fast which minimizes the client's risk and costs (both in terms of their time and cash expenditures).


Raising Capital:  Learn More About

Raising Capital with Lantern Capital Advisors

Investment Banking Fees Vs. Consulting Fees:  Learn About How We Raise Capital For High Growth Companies

raising capital

Lantern Capital Advisors Philosophy of Capital Raising

We work on a consulting rather than brokerage basis.  We have no bias towards the amount or type of financing selected.

Fast • Trusted • Cost Effective

LANTERN CAPITAL ADVISORS HAS EXPERIENCE SUCCESSFULLY HELPING GROWING ENTERPRISES AND ENTREPRENEURS WITH REVENUE THAT TYPICALLY RANGE FROM $5 MILLION TO $150 MILLION.



Lantern Capital Advisors In The News

Three Things To Remember When Buying Out A Business Partner, Business Insider, March 16, 2011

Four Ways To Find Your “Fast Break Strategy” and Get Things Done Quickly, Business Insider, March 15, 2011

‘Capital Challenges’ - IndustryWeek

"What's Your Company's Growth Potential?"   Executive Forums


Download Lantern Capital Advisors White Papers

"Refinance Corporate Debt...Fast.  A Fast Track Plan For Refinancing."  Lantern Capital Advisors White Paper.  Revised March 2011.

"Find Your Fast Break Strategy:  Financial Planning Lessons from High Growth Companies."  Lantern Capital Advisors White Paper, February 2011.

"Corporate Finance:  Financial Planning Steps For High Growth Companies."  Lantern Capital Advisors White Paper, February 2011.

"Assess Your Company’s Debt Capacity:  Refinance Company Debt or Get Additional Capital, Remember This Rule of Thumb."  Lantern Capital Advisors White Paper, November 2010.

"Selling Your Company To Management:  How Selling Your Company To Management Can Be A Smart Exit Strategy  "  CFO.com, April 2010.

"Eureka!  A Better Way To Raise Capital and Explore Financing Alternatives"  CFO.com, September 2009. 

"Investment Banking Fees Examined." CFO.com May 2009

"Refinance Corporate Debt...Fast"  CFO.com, September 2008.

"Creative Management Buyout Strategies"  CFO.com, August 2008.

"10 Strategies To Raise Capital Effectively"  CFO.com, July 2008.

FINANCING CHALLENGES FOR GROWING PRIVATE COMPANIES
Many growing private companies operate in crisis mode when it comes to financing and financial planning.  Needs like a shortage of capital, a lender wants out, an opportunity to buy out a partner, or acquisition opportunity appear suddenly.  The challenge for entrepreneurs and CFOs is to figure out what financing alternative are best for their team, when they have little, if any, financing experience beyond dealing with the local bank.  Typically they need a solution - the best solution- in a very limited, if not critically limited, amount of time.
For a company that has already achieved some success, the learning curve can be time consuming and expensive.  Much of the lack of information is caused by the capital markets itself, which rewards and compensates bankers and investors based on leading companies towards one solution over another.  As a result, bankers may recommend a less than ideal solution simply to get the highest finder's fee, maximize a commission, or gain the biggest ownership interest in a company.  Taken collectively, these conflicts short change the growing company that needs GREAT advice the most, or the company that needs financing in the shortest amount of time.
To address these challenges Lantern Capital Advisors prides itself on being FAST, TRUSTED, and COST EFFECTIVE 
LANTERN CAPITAL ADVISORS PHILOSOPHY
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors.   We are expert advisors to developing business plans and successfully securing growth capital for entrepreneurs and businesses.
Lantern Capital Advisors helps growing companies realize their potential.  Our philosophy is based on the meaning of REALIZE….
1) To comprehend…   2) To make happen... 
Lantern Capital Advisors believes that our clients should not only understand their business plan and growth strategy, but should also have the financial capacity to achieve it.  Using our unique “out of the box” planning process, we offer insight based on our prior experience helping companies raise capital. 
Lantern Capital Advisors helps our clients quickly develop growth strategies and identify financing methods that can have a substantial positive impact on the future value of the business. Our experience allows us to be creative, fast and cost-efficient...and successful.  Lantern Capital Advisors consults with our clients as an ongoing financial advisor in order to realize the goals defined in the business plan long after the capital event has occurred.
COMPREHENSIVE PLANS AND PRIORITIZED STRATEGIES
Lantern Capital Advisors specializes in the development of comprehensive business plans intended to generate significant value for both owners and investors. Our business plans are easily understood and contain the essential information necessary to attract selective investors and institutions.  
Investing institutions must believe that the Company’s business plan is both strategic and attainable.  To illustrate to investors the viability of the Company’s capacity to grow, the business plan must include historical and projected financials. 
We write comprehensive business plans that contain a prioritized growth strategy.  We ensure that our business plans are attainable and the capital requirement is realistic.  We analyze the many methods available in the capital markets to help finance the growth of a business.  We help management determine the financing option that best positions the company for the future.
IDENTIFY INVESTORS
Lantern Capital Advisors has relationships and primarily targets financial institutions that know our work, solicit our plans, and are interested in investing in specific market sectors.    This ensures that our plans are welcomed and read by a wide range of financial institutions. In short, institutions are anxious to hear from us and invest in our clients.  Lantern Capital Advisors pre-qualifies investors and banking institutions before sending out plans. 
We maintain solid relationships with the largest financial institutions in the world.  We build on and establish relationships in markets where our clients have a presence during the engagement.  We ensure that the plans we send to investors and institutions will receive attention from the right people.    
Financing proposals and term sheets for growing companies can vary substantially. Competition amongst institutions ensures that our clients will receive the best financing terms available in the capital markets.
SECURE FINANCING
Lantern has a well-defined, proven capital raising process.  We have completed plans and received term sheets within one month of starting an engagement.  However, most of our clients, due to the time constraints of running a business, typically take four to six months to complete the funding process (Due diligence pace, set by financing sources, average 45 days).  Knowing this, our work plans are tied to specific tasks, and our process can match the speed and pace of our clients. 

Achieving business plan, growth strategy, strategy assessment, raising capital for your business
aising capital for your business

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© 2006-2011 Lantern Capital Advisors LLC - All rights reserved. 

The Lantern Capital Advisors logo is our trademark.  All other trademarks are property of their respective owners.


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