Get ready to raise external finance rapidly and painlessly

Any client seeking to finance the business with new external finance finds that it absorbs a major amount of C suite time and has a low chance of success over a long period of time.
Early stage equity has, without assistance, a 1:1000 chance of success
Mid stage equity around 1:100
Lending and debt around 1:4
The complexity and contradictions in fund raising are not obvious without expert guidance, and assembling a funding team is not a core activity for most organisations

We ensure that the organisation is ready to raise external finance, either debt or equity for projects, growth, or cash flow.

We manage the process of assessing current readiness using well trialled checklists and processes under close supervision.

We help craft investment scenarios and forecast models that genuinely help provide options for finance.

We assess the Due Diligence and Disclosure Bundles and ensure they are complete and “tell the right story”.

We then correct any defects and ensure that company is able to raise

• the right amount of money
• for the right purpose
• from the right investors
• at the right time
• for the right price
• on the right terms

We hand-hold through the process and can bring in external virtual team members to support or manage each element where the company does not have the capacity or capability in-house

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* Ensuring an executive sponsor from your organisation is allocated to the engagement, communicates the rationale behind it and signs off any ‘Terms of Reference’.
* Assisting in all possible ways to ensure that a contract, (and confidentiality agreement where necessary) is in place, in advance of any work commencing.
* Ensuring all support is in place and access is granted for all and any required data, processes, policies, meeting rooms and nominated resources to enable successful delivery of the engagement.
* Ensuring sponsor availability within the agreed timeline, to resolve any significant issues that may impact the timely completion of the engagement, if not resolved in a timely manner.
* Full and transparent access to financial and commercial information in a dataroom

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* Provide support throughout service delivery using our World Class Professionals and Subject Matter Experts.
* Provide high quality deliverables in a timely manner and in line with agreements upon engagement with the client. (Any changes to this will be mutually agreed in writing, in advance, between all involved parties).
* Provide deep insights and genuine value-add in all possible areas throughout the engagement.
* Provide progress updates and feedback at regular intervals, agreed in advance or at the engagement ‘kick off session’.
* Respect all personal and professional development of client team members throughout the engagement.

Readiness assessment checklists

Lean canvas models

Pitchdeck

One page corporate data sheet

Financial Models and Forecasts with funding scenarios

Applications for finance

List of potential funding sources

• Organisational Agility & Effectiveness