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Service

Equity & Private Capital

Strategy, investor materials, valuation support and targeted introductions.

All services

We support businesses preparing to raise equity or private capital — developing the strategy, investor materials and valuation support, and making targeted introductions. We do not undertake public solicitation of investment.

Who this is for

Companies and sponsors seeking growth equity, private capital or a considered introduction to professional investors.

What we deliver

  • Equity strategy and readiness assessment
  • Investor materials and information memoranda
  • Valuation framing and supporting analysis
  • Targeted, private introductions to suitable investors

Information we typically need

  • Business plan and growth strategy
  • Historic and forecast financials
  • Cap table and existing shareholder position
  • Use of proceeds and intended round size

How we work

  1. 01

    Assess

    Understand the business, the requirement and the realistic funding options.

  2. 02

    Prepare

    Build the information, analysis and documentation that counterparties require.

  3. 03

    Structure

    Shape a considered structure appropriate to the transaction and security.

  4. 04

    Introduce

    Approach suitable banks, funds, private lenders and investors.

  5. 05

    Execute

    Support negotiation, diligence and completion through to documentation.

Introductions are private and targeted. Charter HCP does not make public investment offers or conduct regulated business.
All products and services referenced are non-regulated and provided for business purposes only. Charter HCP's corporate finance advisory is a non-regulated activity; it is not a bank, deposit-taker, fund or investment manager, does not hold or manage third-party investor money and does not guarantee funding. In limited circumstances Charter HCP may lend or invest its own balance-sheet capital or warehouse line for its own account, subject to legal and regulatory assessment, due diligence, approval, documentation and capital availability.

Next step

Share the outline of your requirement. We'll assess it and advise on realistic, appropriate options.

Prefer to talk first?

+44 (0)20 3603 3260

Charter HCP Limited provides non-regulated corporate finance consultancy, transaction support, due diligence and introductions in relation to business transactions. In limited circumstances, and only where a transaction is for genuine business purposes and falls outside the scope of regulated financial services following appropriate legal and regulatory assessment, Charter HCP may use its own balance-sheet capital or warehouse line to lend to or invest directly in a business for its own account. It does not provide regulated financial, investment, mortgage or consumer-credit advice, does not accept deposits or manage third-party investor money, and does not operate an investment fund or collective investment scheme. Funding is subject to assessment, due diligence, valuation, credit approval and contract. No funding outcome is guaranteed.

Charter HCP is a separate business from Charter Lending (chcplending.com) and other group companies, each with distinct legal and regulatory responsibilities.

We may receive commissions that vary depending on the lender, product, or other permissible factors. The nature of any commission arrangement will be disclosed to you before you proceed.

Company No. 10356432Data Protection No. ZA336143

© 2016–2026 Charter HCP Limited. All rights reserved.

Please note — Charter HCP Limited is no longer permitted to undertake regulated activity. The full details of Charter's Part 4A permissions can be viewed on the Financial Services Register. Charter continues to provide its core business services related to unregulated activity, including: debt and equity financing, construction loans, infrastructure and transactional funding. For existing customers or if anyone had any questions relating to this notice, please contact info@charterhcp.com to discuss this notice.