We help founders prepare for fundraising, exits, and debt transactions. This covers financial clean-up, strategic optimisation, modelling, and counterparty targeting.
These are the most common reasons deals fall through or close on unfavourable terms.
Many founders approach investors, buyers, or lenders before the business is optimised for the transaction. Gaps that seem minor internally may lead to unfavourable terms.
Investors and buyers open the data room and find inconsistent information, unexplained variances, and no clear audit trail. Disorganised finances signal operational risk, and deals die in due diligence.
Founders often know the business well but struggle to translate that into a clear, structured case for the other side. A narrative that doesn't hold together loses counterparty interest early in the process.
Broad, untargeted outreach wastes time on both sides. Stage, sector, ticket size, and strategic fit all need to match. The right process is focused: a short list of well-matched counterparties, not a mass outreach campaign.
If the assumptions are thin or the unit economics unrealistic, credibility is lost at a critical point in the process.
Each engagement is scoped to the client's starting point. Most clients work across four to six of these workstreams.
We work through your accounts to address uncertainties, unexplained variances, and gaps that would raise flags in due diligence.
We identify the operational and financial levers that directly affect your valuation multiple: under-utilised resources, margin vs growth trade-off, EBITDA normalisation, key-man dependencies, and more.
A defensible valuation range built from comparable transactions and based on your company's potential, with a clear view of where value sits in the business.
Models with scenario analysis, unit economics, and documented assumptions. Built to reflect the post-optimisation business and withstand a buyer's financial due diligence.
A pitch deck or information memorandum structured around what the counterparty actually reads: strategic rationale for a buyer, growth case for an investor, coverage and security for a lender.
A curated shortlist of buyers or investors filtered by sector focus, ticket size, and deal history. Understand who could be interested and what their requirements are.
Whether you are preparing for a raise, exploring a sale, or assessing strategic options.
Talk to an AdvisorFor advisory clients, we can provide short-term bridge financing to extend runway while transaction readiness work is underway. Capital is available to advisory clients only.