Service 04
For founders and owner-managed businesses preparing to raise equity or debt. We build the financial story investors and lenders ask for, from your actual numbers, and support you through their diligence.
- 01
Business plan
- 02
Financial model
- 03
Pitch deck
- 04
Data room and diligence
What's included
Business plan
Market, operating plan, unit economics and milestones.
Three-statement financial model
Driver-based P&L, balance sheet and cash flow over 3–5 years, with scenarios.
Pitch deck
Narrative, financial slides and use of funds.
Cap table and dilution
Ownership before and after the round, under different terms.
Data-room preparation
Financials, contracts and compliance records, organised.
Due-diligence support
Responses to information requests and Q&A on the numbers.
How the engagement runs
- 01Clean the historicalsReconcile and close past periods so the model starts from reliable actuals.
- 02Agree the driversRevenue, cost and hiring assumptions, agreed with you line by line.
- 03Build model, plan and deckOne set of numbers flowing into every document.
- 04Diligence supportData room, information requests and Q&A on the numbers.
Frequently asked questions
No. We prepare the plan, model and deck and support you in diligence; we do not arrange, broker or place funds.