Investor & Lender Readiness
Be the business they want to fund. We align your narrative, numbers, and risk profile for faster “yes” decisions.
Fin Prep Work to attract funding
- Audit-ready historicals, clean chart of accounts, variance commentary.
- Cashflow statements reconciled with bank positions & covenants.
- Sensitivity tables for top-line, margin, and OPEX assumptions.
Business Plan & Projections
A disciplined plan with revenue bridges, go-to-market ops, capacity constraints, and hiring cadence. Financial model (12–36 months) with scenarios and cash runway.
- Top-down TAM/SAM/SOM vs bottom-up pipeline reality.
- Unit economics by segment & cohort.
- Capex plan + working capital needs by quarter.
Investor Decks
Crisp, credible story: problem, solution, traction, business model, moat, roadmap, financials, and team. Tailored versions for VC, private debt, and banks.
We design for fast first-pass: visual hierarchy, one idea per slide, and appendix for diligence depth.
Diligence Readiness
- Data room structure + checklist (Fin, Legal, HR, Ops, Tech).
- Customer & vendor references, LOIs, and pipeline substantiation.
- Risk register with mitigations and insurance posture.
Outputs you’ll receive
Investor Deck (editables)
Master deck + banking version + teaser; brand-consistent and editable.
Financial Model
Assumption-driven 12–36 month model with scenarios, runway, and ratios.
Data Room
Structured folder with diligence-ready docs and owner mapping.