Capital advisory: readiness, materials and transaction preparation

What do you want scoped?

Pick the closest area. It can change once the advisor sees your position.

Focus areaRequired

Capital readinessAn assessment of whether the company is in a position to approach institutional capital: corporate housekeeping, cap-table clarity, financial record quality and reporting discipline.Fundraising preparationPreparing the materials and internal narrative a fundraising process needs — without any representation about whether or on what terms capital will be raised.Debt and financing advisoryAdvisory work on debt and non-dilutive financing structures: what the business can realistically support, what lenders examine, and how to prepare for that examination.Strategic financeFinance function work that sits between fundraises: planning, unit economics, scenario modelling and board reporting.Investor materialsProduction of the document set investors expect, prepared to a standard that survives diligence.Transaction readinessGetting the company ready for a transaction process: diligence coordination, data-room governance and closing-condition tracking, run as a managed workflow.

Where is the company today?

This determines what is realistic to prepare and in what order.

Company stageRequired

Pre-revenueBuilding, not yet sellingEarly revenueSelling, still finding the shapeScalingRepeatable revenue, growing the teamEstablishedMulti-year trading history

What are you preparing for?Required

An equity roundPreparing to approach investorsDebt or non-dilutive financingPreparing to approach lendersGeneral readinessNo process planned yet, getting in orderA sale or partial exitTransaction readiness rather than fundraising

Anything the advisor should know

Optional. A sentence about the constraint you are working around is more useful than a long summary.

ContextOptional

For example: an investor has asked for a model we do not have.

What do you want scoped?

Pick the closest area. It can change once the advisor sees your position.

Focus areaRequired

Where is the company today?

This determines what is realistic to prepare and in what order.

Company stageRequired

Pre-revenueBuilding, not yet sellingEarly revenueSelling, still finding the shapeScalingRepeatable revenue, growing the teamEstablishedMulti-year trading history

What are you preparing for?Required

Anything the advisor should know

Optional. A sentence about the constraint you are working around is more useful than a long summary.

ContextOptional

For example: an investor has asked for a model we do not have.

Investor materials and financial model

What do you want scoped?

Where is the company today?

Anything the advisor should know

Investor materials and financial model

What do you want scoped?

Where is the company today?

Anything the advisor should know