01 / THE PURPOSE
Your role shapes the next step.
Submit the client's funding requirement for Capital Search review. RAFT researches relevant investors and lenders and returns a reasoned shortlist for your team to use.
The starting point is always the client’s transaction goal, the adviser’s authority and the confidentiality boundaries. RAFT should complement a properly run mandate rather than step around it.
02 / THE JOURNEY
From first brief to a clear next step.
Share your goal, agree the brief with us and choose your next step. We will confirm the available scope before you begin.
- 01
Identify the mandate
Describe the equity or debt requirement and its stage.
- 02
Confirm your authority
Clarify the client relationship, scope, conflicts and information that can be shared.
- 03
Agree RAFT’s role
Decide whether research, a workspace or a permissioned introduction is appropriate.
03 / THE BRIEF
What to have in mind.
You do not need to send private documents to start a conversation. These details help make the first conversation useful.
- The client’s transaction goal and stage
- Your role and authority to act
- Broad asset and geography information
- Confidentiality, conflicts and process constraints
04 / YOUR CONTROL
The adviser relationship matters.
RAFT should establish who owns the mandate and who may speak for the client. A selection does not permit RAFT to contact the client or counterparties.
- Funding requirements enter Capital Search scope review.
- Client materials are shared only under an agreed process.
GOOD TO KNOW
Common questions.
Should I identify my role in the mandate?
Yes. Tell RAFT who is authorised to act, what the funding requirement covers and how the client wishes to manage outreach.
Will RAFT contact my client?
Not from this page. Client contact and information sharing would need to be agreed as part of the mandate review.