FINANCING SPARRING
Is corporate financing required that needs to be structured in line with the principles of steward-ownership? Does the financing round need to be structured in such a way that it can be converted into a steward-ownership structure at a later date? Is a conscious engagement with the logic of steward-ownership-aligned financing desired for your family office, fund, or portfolio companies? Is it time to reflect on the fund structure, or should an investment company be set up according to the principles of steward-ownership?
Corporate financing that fits steward-ownership
Financing is pending and therefore also a decisive milestone in the company's history – should the quality and structure of the financing serve the long-term, self-determined development of the company?
​Enabling entrepreneurs to determine their self-directed path and their companies to remain independent through fitting corporate financing.
We help startups, companies, and investors find a suitable financing concept that enables founders and entrepreneurs to remain self-determined and companies to remain independent in the long term. This means structuring financing in line with the principles of steward-ownership.
Tailoring financing according to the own needs
We show which steward-ownership-aligned financing instruments can be used and provide support in finding a suitable solution that meets the needs of the company, its business model, and its financing requirements. This also includes reflecting on and shaping the desired relationship with investors.
Finding a financing concept aligned with steward-ownership
“How can corporate financing be structured in such a way that the self-determination of founders and entrepreneurs and the independence of the company are preserved or enabled?”
A guiding question in our Financing Sparring
Selection of possible themes in Financing Sparring*
We see ourselves as thinking and sparring partners for the structuring of steward-ownership-aligned financing and investments.
Steward-Ownership-Aligned Financing
What is steward-ownership-aligned financing and how does it work in practice? What are the principles and which financing instruments are suitable?
Financing Parameters
Making the financing parameters explicit in line with the needs and requirements of corporate financing, as well as the rights of influence and ownership for investors.
Financing Instruments
Which financing instruments are suitable for companies in steward-ownership, and which ones are appropriate for the financing needs and business models of the company?
Founder/Entrepreneur Compensation
Clarifying and quantifying the financial compensation requirements of founders and entrepreneurs for their funding and development efforts in the context of corporate financing and future profit distribution.
Investor Compensation
Clarifying and quantifying the financial conditions imposed by investors on a possible transformation of the company into steward-ownership, as well as the amount, period, and instrument of financial compensation.
Profit Allocation System
Reflecting on the previous profit allocation system as well as clarifying and quantifying the company's investment and liquidity needs.
Investor Relationships
What kind of relationship is sought with investors, and what form of cooperation and what formal rights of participation and ownership are appropriate for this?
Investor Communication
How can the special features of steward-ownership-aligned financing be communicated and negotiated with conventional investors?
Fund Structuring
How can investment vehicles be structured according to the principles of steward-ownership, and what should they bear in mind in order to be able to invest in steward-ownership?
Please note
* Specialized lawyers and tax advisors from our network are available to handle the legal implementation of the ownership and governance solutions.
Clients about our Financing Sparring
“Thanks to their many years of experience with the complex facets of steward-ownership-aligned financing, the consultants at Purpose Consulting were able to provide us with targeted and tailored support in structuring our fund.”
Theresa Böttger, Co-Founder of Karma Capital (translated)
“The sparring with Purpose Consulting gave us valuable food for thought and encouraged us to ask the right questions. This enabled us to create a solid foundation for our financing model, which was the decisive basis for the development of our own instrument, the Future Profit Partnership Agreement (FPPA).”
Ines Schiller, Founder & Steward-Owner of Vyld (translated)
“The financing sparring sessions in the form of mini-workshops and check-ins repeatedly gave us impulses about our ownership structure and how to structure our financing with non-voting shares. This saved us valuable resources during the founding phase.”
Piet Mahler, Founder of holi.social (translated)
Individual Process Support
​Our Financing Sparring can take different forms depending on your needs and can be flexibly adapted to the topics and collaboration.
Formats range from group workshops to one-on-one sparring sessions – as unique as the processes themselves. Depending on your requirements, we define the best mode of collaboration together. All formats can be delivered both in person and digitally.
Please note
* Specialized lawyers and tax advisors from our network are available to handle the legal implementation of the ownership and governance solutions.
Our clients – from startups to SMEs and family businesses to corporations
Interested in collaborating with us?
We are honored to accompany people who consciously shape ownership, governance, and financing for their businesses and successions. We are happy to share further information about our consulting and conditions upon request.