Kailo Energy built affordable and portable battery energy storage products for residential and commercial customers, using a unique reseller sales model. They started as a spinout of another company and the parent company provided about $1.8M in capital and resources. 

 

Kailo needed to raise another round of funding but had substantial risk from the cap table, decision-making processes, and the management structure of the company. Using the Investable due diligence and capital strategy services, Kailo was able to surface risks posed to investors, and realized they could delay an equity raise and focus on raising debt to complete the first production run of the product.  They began to mitigate their cap table, management, and process risks while they built out their sales and distribution channels.

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Without Investable, Kailo intended to raise money despite the risk they carried. This could have resulted in suboptimal investment terms, slower growth, and a missed acquisition opportunity. 

 

Instead, they were able to mitigate their risks and become healthy enough to receive investment offers, and ultimately be acquired for $20M just 6 months later.