Capital raising readiness

The Investor Readiness Programme

An end-to-end programme that takes your business from ambition to term sheet: preparation, validation, valuation, investor targeting, and negotiation — run by principals who raise capital for a living.

What the programme includes

Twelve stages, one accountable team, covering equity, debt, and grant funding routes.

01

Engagement & onboarding

We begin once the mandate agreement is signed and the engagement fee is received, allowing us to formally start work and allocate dedicated resources to your fundraising process.

02

Business plan review & refinement

We review and improve your business plan to ensure it clearly explains your business model, growth potential, competitive advantage, and market opportunity in a way investors understand.

03

Pitch deck optimisation

We enhance your pitch deck so it presents your value proposition clearly, professionally, and persuasively, supported by strong messaging, data, and design.

04

Financial review & validation

We assess your historical financial performance and future projections to ensure they are accurate, realistic, consistent, and credible for investor review.

05

Due diligence preparation

We conduct a detailed review of your business — market positioning, compliance, risks, affiliates, and key stakeholders — identifying and addressing issues before investor engagement.

06

Company valuation

We prepare a fair and defensible valuation using recognised valuation methods, adapted to regional market conditions, to support investment discussions and negotiations.

07

Investment proposal preparation

We package your business opportunity into a professional investment proposal outlining your value proposition, market opportunity, financial potential, and proposed investment structure.

08

Investor identification & targeting

We identify suitable investors — venture capital firms, private equity firms, institutional investors, and high-net-worth individuals — aligned with your business goals and funding needs.

09

Investor engagement & follow-up

We approach potential investors, present the opportunity, manage initial discussions, respond to investor questions, and support the process toward term sheet discussions.

10

Term sheet support & negotiation

We guide you through the negotiation of key investment terms to help secure a fair and mutually acceptable term sheet with interested investors.

11

Contracting & fund transfer support

Once a term sheet is agreed, we work with legal advisers and relevant parties to support contract drafting, agreement execution, and completion of the fund transfer.

12

Regional market & risk considerations

We position your business for regional and international investors by addressing macroeconomic risks, political considerations, currency exposure, regulatory requirements, ESG alignment, and suitable funding structures.

The outcome

By the end of the process, your business is professionally prepared, clearly positioned, financially validated, and actively presented to suitable investors — with the aim of securing investment on appropriate terms.

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