Case Title

From Scale-Up to Leader: A Series B Funding Round

1. Scenario

• Client Archetype: Growing Technology Company (Scale-Up).

• Sector: SaaS (Software as a Service).

• Operation Vector: Spain (Financing).

2. The Strategic Challenge

A SaaS scale-up with a validated product and strong traction needed to raise a 10 million euro Series B round for its international expansion. The challenge was to reach the right network of venture capital funds and family offices and to manage the complex due diligence process efficiently.

3. The META Channel Solution Architecture

A two-pronged solution was activated: on one side, the connection with our private capital network; on the other, the development of a smart, custom Virtual Data Room to speed up the due diligence and project maximum professionalism to investors.

4. Ecosystem Orchestration: Layers in Action

Layer 1 (Institutional) was the point of entry, connecting the client with the right investors. Layer 2 (Reference Partners) carried out the structuring of the round and the valuation. Layer 4 (Technological) was the differentiator, developing a custom VDR that did not merely store documents but allowed investors to interact with the data and projections.

5. Strategic Capabilities Deployed

• Institutional Connection

• Global Regulatory Strategy

• Implementation and Technology

  • Mode A: Implementation of Existing Platforms

  • Mode B: Custom Development (Bespoke Software)

• Global Law and Comprehensive Legal Advisory Services

6. Key Results

• 12 million euro funding round closed (20% above target).
• The due diligence process was completed 25% faster thanks to the custom VDR.
• Access to an international investment fund that became a strategic partner.
• The company began its expansion plan into three new European markets.