Jay Jung shares a case study on negotiating venture capital term sheets that helped their client increase their valuation by 80% and double the capital raise. Most founders are not deal makers. In contrast, most investors are highly experienced deal makers. One of our Client Companies received a term sheet from a well-known VC in the industry. The VC was the client’s top pick as a potential investor. The Company was very excited; receiving investment from such a prominent firm…

Ian Tidswell shares a guide on B2B price guidance, why it’s important, and what type of price guidance to give.   (Sorry, this one’s a bit long. It’s also a key to superior B2B pricing) Providing high-quality price guidance to your sales teams as they negotiate with customers can result in measurable profit increases. It really should be a core process.  However, I’ve rarely seen clear quality-price guidance. Here are some key questions to ask:   Why is price guidance important?…

Sanjay Gandhi shares an article that discusses strategies for companies and High Net Worth families and individuals that can provide a silver lining amidst the tough news and provide long-term benefits when valuations rise again. The coronavirus (COVID-19) has resulted in significant public market losses, as reflected in daily stock market gyrations and volatility. Private companies, asset and debt values have equally been affected by the pandemic. For High Net Worth individuals and companies, certain strategies can provide a silver…

  Sanjay Gandhi shares insight into deal terms, valuation, and the importance of understanding your exit hurdles.  We’ve seen a significant increase in founders talking to us about deal terms in the current funding environment, especially as the earliest signs of economic tightening and downrounds are starting to appear. Many ask, “How do I get the highest valuation” and our answer always is “That’s only part of the story, and usually not the most important part”. It is reminiscent of…

Umbrex is pleased to welcome Cyrille Alheritiere with Marmenia Consulting. Cyrille is a Freelance Consultant running his own firm based in Geneva. He specialises on advice to SMEs in particular in the preparation of business plans, valuations, due-diligence, sales & operations and fundraising pitch books. Prior to starting his own activity, Cyrille spent 14 years at UBS in Front and COO management roles, his last role as Head of Wealth Management Latin America Geneva. Here he gained a deep understanding…