• Advisory• Strategy• Execution
Capability 08 · Business Development & Strategy

Investor readiness & funding preparation

Financial model, cap table, data room and pitch deck, plus rehearsal for the questions investors and lenders will actually ask.

Overview

Capital is lost in diligence far more often than in the pitch. We prepare the full package, a defensible financial model, a clean cap table, an organised data room and a deck that argues rather than describes, then rehearse you against the questions that decide the outcome.

Who it is for
  • Founders raising a first external round
  • Businesses applying for debt or asset finance
  • Companies preparing for diligence or partial exit
How we work
  1. 01Readiness reviewAn honest assessment of whether you are fundable now, and what to fix first if you are not.
  2. 02Financial modelA driver-based model with scenarios, funding requirement and returns logic investors can interrogate.
  3. 03Structure and cap tableOwnership, instruments and dilution modelled across the raise and the round after it.
  4. 04Data roomStatutory, financial, commercial and contractual documents organised the way diligence expects them.
  5. 05Narrative and rehearsalA deck that carries the argument, then live rehearsal against real investor questioning.
What you receive
  • Investor-grade financial model
  • Cap table and dilution scenarios
  • Indexed data room
  • Investor deck and one-page summary
  • Diligence question bank with prepared answers
Questions we are asked
Do you introduce investors?
We prepare you and advise on targeting. Introductions happen where we have a genuine and relevant relationship.
Is this only for equity?
No. The same preparation serves bank debt, asset finance and grant funding, with the emphasis adjusted.