Are you planning your next financing round—whether it’s a convertible loan or an equity round?
We ensure that your fundraising runs smoothly from strategy to execution. We combine industry expertise with financial know-how and provide professional guidance at every step—so you can win over investors and achieve your fundraising goals.
Fundraising consulting explained simply
In the startup industry, “fundraising” refers to raising capital for startups. Whether Pre-Seed, Seed, or Series A: Every funding round is a strategic fundraising project that requires in-depth analysis, a clear fundraising concept and professional advice. The goal is to tell a compelling story, build credibility and secure the right funding. For startups, equity and convertible loans are the primary financing instruments.
A convertible loan is a loan that is converted into equity (shares) at a later date, typically during the next funding round. The advantage: No valuation of the startup needs to be determined at the time the loan is granted. Investors typically receive a discount or a valuation cap as an incentive to take on the early-stage risk. For early-stage startups, the convertible loan is a fast and flexible instrument because the administrative burden is lower than with a traditional equity round.
In equity financing, investors provide capital in exchange for company shares. A specific valuation of the startup is agreed upon, based on which the price per share is calculated. The investors become co-shareholders and share in the entrepreneurial risk—but in return, they typically also receive voting and information rights. Equity rounds are the standard approach for financing rounds starting no later than Series A.
Our service packages
Service package 1:
Convertible loan round
Starting at CHF 3,500 (plus VAT)
What can you expect?
- Kick-off call and strategic consulting: Structuring your convertible loan round—discount, valuation cap, term, interest rate and conversion mechanics.
- Strategic financial consulting: Including dilution analysis and cap table modeling.
- Drafting or reviewing the convertible loan agreement.
- Negotiation support: With investors and their lawyers.
How long does it take?
Depending on the number of investors and the complexity of the terms: 2–4 weeks. Convertible loans are the fastest way to raise capital—we ensure the process remains efficient.
Who is it for?
Startups in the pre-seed or seed phase looking to raise capital quickly and cost-effectively without immediately setting a valuation. Ideal as initial financing or as a bridge before a larger equity round.
What is achieved?
- Legally sound convertible notes that comply with Swiss law.
- Clear conversion terms that protect both founders and investors.
- A solid foundation for your next financing round.
Service package 2
Equity round (priced equity round)
Starting at CHF 7,500 (plus VAT)
What can you expect?
- Comprehensive consulting: Planning and structuring your equity round (Seed, Series A or follow-on financing) from a financial, strategic and legal perspective.
- Due diligence preparation: Analysis and optimization of your legal and financial documentation (corporate housekeeping).
- Drafting or review of all transaction documents: Term sheet, investment agreement, shareholders’ agreement (SHA), amendment of articles of association and organizational regulations.
- Negotiation: With investors and their legal representatives.
- Coordination of the capital increase process: General meeting, public notarization and entry in the commercial register.
- Ongoing communication and coaching: Throughout the entire process.
How long does it take?
Depends on the specifics of the funding round: 4–12 weeks from term sheet to closing. We support you for as long as necessary—from initial planning to entry in the commercial register.
Who is it for?
Startups conducting an institutional equity round—whether a seed round with business angels, Series A with venture capital funds or follow-on financing with existing and new investors. Also for startups that need to convert a GmbH into an AG to create investor-friendly structures.
What are the benefits?
- Successful capital raising at market-standard and fair terms.
- Professional transaction documentation, legally compliant and customized.
- Secure contract drafting that protects you as founders.
- A clean cap table and a clear governance structure for further growth.
- Long-term scaling.
Service package 3:
Fundraising readiness check
Starting at CHF 2,500 (plus VAT)
What can you expect?
- In-depth analysis of your current legal and financial readiness for a funding round.
- Identification of gaps and challenges: In your corporate structure, documentation and governance.
- Recommendation of a concrete fundraising concept: Optimal timing, suitable instrument, target volume and next steps.
- Prioritized action list: To prepare for the investor pitch.
How long does it take?
1–2 weeks – a fast, focused process that provides you with clarity.
Who is it for?
Startups preparing for their first or next funding round and wanting to know where they stand. Also for founders who are still in the operational build-up phase but want to understand the fundraising process and plan strategically.
Clear basis for negotiations:
What is achieved?
- A clear roadmap for your fundraising preparation.
- A well-founded assessment of your investor readiness.
- Time savings through targeted optimization instead of trial and error.
- A solid foundation for professional collaboration with investors and advisors.
How can Vectra Advisors help?
Vectra Advisors are your first choice for fundraising consulting in Switzerland.
Our experts support you quickly and pragmatically with all your legal needs. Let’s talk and get started!
Your contact person for this topic:
Book a free, non-binding introductory call with us:
FAQ: Frequently asked questions about fundraising consulting
Convertible loans are particularly suitable in the early stages—pre-seed and seed—when a valuation is still difficult to determine. They can be implemented quickly and cost-effectively, as neither a valuation discussion nor a complex shareholders’ agreement is required. In Switzerland, however, you must observe the 10/20 rule: A maximum of 10 identical convertible loans and no more than 20 similar ones in total—anything beyond that may result in tax consequences.
Equity rounds (priced rounds) are the method of choice starting from the Seed or Series A phase, when institutional investors come on board and a sound valuation is possible. They establish clear governance structures and long-term commitment from all shareholders. The right choice depends on your stage, investor base and goals—we’d be happy to analyze your situation in a free initial consultation.
The SECA (Swiss Private Equity & Corporate Finance Association) has published model documents that have established themselves as the market standard for venture investments in Switzerland. There are two versions: a “Light” documentation package for angel and seed rounds (approx. CHF 0.5–5 million) and a “Large” documentation package for institutional VC rounds (approx. CHF 5–20 million). Both include a term sheet, investment agreement, shareholders’ agreement, articles of association and organizational regulations.
Our experts are thoroughly familiar with the SECA templates—and know where customized adjustments are needed to address your specific needs. The SECA documentation provides a reliable foundation but every funding round requires a tailored solution designed specifically for your company.
