Sourcing & Advisory

Investment

Making startup investment more reliable and more strategic. We identify investment opportunities that create strong synergies with your business and accompany you from the early stages through post-investment relationship building—serving as a true “bridge for investment.”

クライアント

Clients

サービスの流れ

Service Flow

Phase １

Sourcing 2.0

1. Requirements Definition & Proposal

We conduct in-depth interviews to understand your objectives, investment amount, preference for acting as a lead investor, target markets, technologies, company stage, and key characteristics. Based on this, we define the sourcing theme, which can be adjusted at any time during the project.

2. Desktop Research

Based on the defined requirements, we research markets and companies to create a highly targeted shortlist.
Our information sources include:
・Internal and external databases
・Social media
・Articles, news, and press releases
・AI-powered analysis

3. Research Report

We present the research results and ask you to assess your level of interest in each company. For companies of interest, we promptly initiate outreach and arrange interview appointments.

Phase 2

Networking

4. Interview Research

Through interviews, we collect in-depth insights that cannot be obtained from public information, including details on services, products, and business models, as well as intentions regarding fundraising or acquisition. (For FA cases, our research focuses primarily on financial information and is conducted under an NDA.)

5. Investment & Fundraising Evaluation

Acting as a communication bridge, we share potential synergies and transaction structures with candidate companies, clearly articulating strategic value and guiding discussions toward positive alignment.

Phase 3

Execution

6. Investment Strategy Development

We coordinate with other investors participating in the target round, define post-investment business strategies, and lead investment negotiations. In addition to investment agreements, separate memoranda may be used to formalize business-related arrangements.

7. Due Diligence & Valuation

We conduct detailed due diligence across financial, legal, HR, business, and technology domains to identify risks and issues. This phase involves collaboration with local professional firms overseas and is quoted separately.

8. Contract Execution

Based on the findings from due diligence, we finalize transaction terms and support the execution of formal agreements.

当社の料金体系について

Fee Structure

As we operate as an advisory firm rather than a brokerage, fees are charged to only one party.

■ Success Fee + Sourcing Fee

(No monthly retainer)

■ Contract Period

Determined on a case-by-case basis, depending on factors such as deal size and due diligence requirements.

■ Pricing

Sourcing Fee: JPY 500,000 – 1,000,000
Success Fee: Lehman Formula*

※We commit to providing a sourcing list of 10 companies and will regularly introduce additional candidates that match your requirements.
※The success fee will be calculated using the Lehman Formula and invoiced upon execution of the investment agreement.
※If the calculated success fee is less than JPY 8,000,000 (excluding tax), a minimum fee of JPY 8,000,000 will apply.
※For investments made in foreign currencies, the exchange rate on the contract execution date will be applied to the invoiced amount.