Raising Capital When the Market Says No
Show Notes
Renee Okafor raised a Tier 1 capital round for a community bank in one of the tightest credit environments in a decade. She walks through how she built the investor narrative and what she would not compromise on.
Key Takeaways
- 1Investors underwrite management discipline before they underwrite the balance sheet.
- 2A clear capital plan beats an optimistic growth story every time.
- 3Know which covenants are structural and which are negotiable before you walk into the room.
About Renee Okafor
Renee Okafor is chief financial officer at Meridian Trust Bank, and joined Capital Founders Forum to discuss capital raising and banking within financial services.
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