Preparing for Funding

Get your business ready for a financing round

A company will use this service to support equity and debt fundraising to ensure that the business is prepared for the investment pitch process and the subsequent DD that the investors will require to close the financing

Sample Project Workflow

Phase 1 Readiness Audit

•Evaluate business metrics and growth trajectory

•Assess the strength of financial reporting

•Vet board, leadership, structure for investor confidence

•Review current business plan and financial model

•Map gaps to funding eligibility standards

Phase 2 Strategy Alignment

•Detail compelling investment thesis and value propositions

•Refine business and funding objectives

•Profile target investor types and key priorities

•Develop concise, persuasive pitching materials

Phase 3 - Execution Roadmap

•Outline sequencing and timeline to close gaps

•Set targets to bolster financials, growth outlook

•Make organizational adjustments to align to standards

•Prepare polished artefacts (models, plans, packs)

Sample Output

·Pitch deck assessing business model, market, and traction

·Financial model with scenarios and use of funds

·Introductory meetings arranged with potential investors

·Advise management through the Deal Process