We build the financial model, business plan and supporting documentation behind your raise, and help you get investor-ready well before the first conversation with a fund.
Service Line 06
Financial modelling, business plans and investor documentation built to hold up under real investor scrutiny.
What This Covers
Investors — angel, venture capital or private equity — will test your numbers before they test your pitch. A model that doesn't hold together under questions rarely gets a second meeting.
We build the financial model, business plan and supporting documentation behind your raise, and help you get investor-ready well before the first conversation with a fund.
What's Included
Building the financial model that underpins your fundraise, business plan or investment decision.
A structured, investor-ready business plan that presents your business, market and financials clearly.
Support in structuring and refining the financial narrative and numbers behind your investor pitch deck.
Guidance for founders approaching angel investors, from readiness to documentation.
Preparing your financials, structure and documentation to the standard venture capital investors expect.
Getting your business's financial reporting and governance to the standard private equity investors require before due diligence.
Advisory across the equity fundraising process, from structuring the round to closing with investors.
Preparation and review of the financial documentation that supports an investment round.
Who This Is For
Investor conversations tend to move fast once the numbers are right — and stall indefinitely when they're not.
Founders approaching angel or seed investors and building their first real financial model.
Companies going into venture capital conversations that need numbers to survive real diligence.
Promoters preparing governance and reporting to private-equity standards ahead of a larger raise.
Businesses that had a raise stall or fall through because the numbers didn't hold up under questions.
What Sets Us Apart
Assumptions that hold up under investor questioning, not just optimistic projections on a slide.
Modelling grounded in real operating and finance experience, not a generic downloaded template.
Support tightening reporting, controls and structure — the things investors check beyond the numbers.
Involved from the first model through term sheet negotiation and closing documentation, not just the deck.
How It Works
We review your current financials, structure and documentation against what investors will expect to see.
We build the financial model, projections and business plan that will anchor your fundraise.
We refine the financial narrative and materials behind your pitch, ready for real scrutiny.
We stay involved through investor conversations, term sheet negotiation and closing documentation.
Frequently Asked
The financial model is the numbers engine — revenue, cost, cash flow and funding projections. The business plan wraps that model in the narrative: your market, strategy and team. Investors expect both to be consistent with each other.
We focus on the financial narrative and numbers behind your pitch deck — the model, unit economics and funding ask — rather than the visual design of the deck itself.
We work across stages, from founders preparing for a first angel or seed round through to growth-stage businesses raising Series funding or preparing for private equity.
It depends how far your current financials and documentation are from investor-grade. A readiness assessment early in the process gives a realistic view of the work involved.
Both. We prepare the readiness work upfront and stay involved through investor conversations, term sheet negotiation and closing documentation.
Get in Touch
Tell us where you need support — we'll take it from there.