Comparison
Equity, debt and readiness work compared
Preparation work differs depending on what you are preparing for. This compares what each path examines and produces.
Written for: Decide which preparation path fits
| Dimension | Equity round preparation | Debt and financing | Transaction readiness |
|---|---|---|---|
| Primary focus | Cap table integrity, model and investor materials | Serviceability, security position and lender information | Diligence readiness, data room and closing discipline |
| Records examined | Corporate approvals, share issuances, metric definitions | Revenue quality, receivables, existing facilities | Contracts, change-of-control terms, regulatory position |
| Typical deliverables | Financial model, reviewed materials, diligence pack index | Structure options analysis, serviceability model, lender pack | Readiness findings, data room, closing checklist |
| What is never included | Introductions, negotiation, valuation opinions | Arranging facilities, credit decisions | Broker-of-record activity, escrow, legal drafting |
Equity round preparation
- Primary focus
- Cap table integrity, model and investor materials
- Records examined
- Corporate approvals, share issuances, metric definitions
- Typical deliverables
- Financial model, reviewed materials, diligence pack index
- What is never included
- Introductions, negotiation, valuation opinions
Debt and financing
- Primary focus
- Serviceability, security position and lender information
- Records examined
- Revenue quality, receivables, existing facilities
- Typical deliverables
- Structure options analysis, serviceability model, lender pack
- What is never included
- Arranging facilities, credit decisions
Transaction readiness
- Primary focus
- Diligence readiness, data room and closing discipline
- Records examined
- Contracts, change-of-control terms, regulatory position
- Typical deliverables
- Readiness findings, data room, closing checklist
- What is never included
- Broker-of-record activity, escrow, legal drafting
Reading this comparison
What this table does not say
- No part of this comparison indicates that capital is available or on what terms.
- Regulated placement, brokerage and securities activity sit outside the platform.
Next step
See the capital advisory scope
The modules that exist, their deliverables, and what sits outside platform scope.
Also compared
Other comparisons
Company formation compared: United States, Hong Kong, Singapore, UAE
Choose a jurisdiction before starting formation
Payment and money-services licences compared across jurisdictions
Identify which permission and jurisdiction to pursue
Business banking readiness compared by jurisdiction
Prepare a business account application