Fund Raising.

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A Deep Tech Investor

A private equity and capital advisory firm specializing in global capital formation and enterprise management. Our goal is to create wealth for our investors by identifying and investing in companies that have developed disruptive technologies, where we define disruptive technology as one that is 10X better than existing commercial technologies.

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Joseph Cunningham

President

Far and away the best prize that life offers is the chance to work hard at work worth doing. - Teddy Roosevelt

 

Worldview is a private equity and capital advisory firm specialling in capital formation, and enterprise management globally. Worldview works mainly with small and medium-size businesses across a wide array of industry sectors. We have closed over one hundred transactions raising over US$ 5 billion.

Worldview Capital bridges the gap between worthy ideas or projects and the grinding reality of mobilizing the financial resources required.

FRACTIONAL CFO

This is our edge in the deal. We’re not just some group of consultants, we join your company (fractionally) and we all take the ride together. We can be your account or even your bookkeeper but that is not our strength, per say. We provide the expertise needed to perform CFO duties on a consulting, interim or part time basis. As your trusted financial advisor in the capacity of interim CFO, we carefully listen to your goals, aspirations, challenges, and frustrations. We then collaborate with your team to provide CFO services, business consulting and exit strategies prioritized to navigate your company from its current state to the desired end state – implemented and executed at a pace that you are comfortable with, both operationally and financially.

CAPITAL FORMATION

Our President has raised over US$ 5 billion across multiple jurisdictions and deal structures (debt and equity) for private and public companies. We’ve raised over $5 billion for new businesses and initiatives. Team leader on several public offerings. Highly experienced in all international financial markets. Recipient of numerous Investment Banking “Deal of the Year” awards from major industry publication.

PLANNING & BUDGETING

We are macro strategist, visionary leaders and strategic thinkers with a strong background partnering with key company management to solve complex financial issues, drive acquisitions and divestitures, structure equity and debt offerings and communicate with external business partners and investors. Go-to developer of five-year strategic business plans projecting capital and cash requirements. Develop financial models that become critical documents for attracting new investment, including startup and expansion capital. Develop platform for Market Led Strategic Change to assess and lead new initiatives. Implement Balance Scorecard programs and Constraint Analysis. Undertake Financial Planning and Analysis (FP&A) implemented budget controls, managed costs, increased margins and profits.

ACQUISITION & PARTNERSHIPS

The purchase or sale of a business is one of the most complex transaction a person or a firm can undertake. It has proved to be a make-or-break decision for leaders. We can operate as the team leader with responsibility for strategies and execution of acquisitions and divestitures to enhance shareholder value. Performed acquisition due diligence and valuation analysis, (including FASB 142 /44 valuations) throughout the emerging world and across multiple industries. the emerging world and across multiple industries.

Forward Thinking Financial Innovation

Devise financial structures to increase tax efficacy, enable transfer pricing and structure shared services arrangements. Worldview offers extensive experience with the use of off-shore Special Financing Vehicles. We were among the earliest in the Asian local currency bond market and executed the largest Dragon bond offering in Asia. We developed the ACE Loan Program (Assured Credit Enhanced) loans. Our President was the first American to work with the Vietnamese Central Bank since the US / Vietnam, helping rehabilitated Vietnam’s credit profile in the international markets. As economist we have devised programs to counter World Bank and IMF shock therapy programs in Eastern Europe. Worldview has completed numerous public listings in major capital markets and has made extensive use of secondary listings.

We Tell Your Story

We craft the high-level strategic messaging and documentations that will get your deal sold. Hint – it’s not your lawyer or accountant. Our process is more art than science. We create rich, dynamic, and interactive content to deliver to our clients an ongoing and engaging company story that fosters and environment of familiarity and trust. Ours are the most compelling and well-written documents in the market today.

Our writing is a travel journal through your company.

We think we are on the front end of change; we are not your attorney cutting and pasting a PPM. Our writing is more of a travel journal through your company. We’re clever where we slip in the Disclaimers and Risk verbiage. We select the common themes to run through all the documentation. We take notice and become fully conversant in your business. We’re not simply reporting information to an investor but rather are attempting to thrust the investor into the events of your company as they are unfolding all selecting the narrative elements that convey an accurate portrait of the business and the people running the company.