Investment Readiness
Be ready for the questions capital providers will ask
A sound business may struggle to raise capital when financial information, ownership records or project assumptions are incomplete. We identify the gaps and prepare a coherent case that can be tested through diligence.
Typical deliverables
Readiness work improves the quality of a financing process. It does not guarantee an offer, valuation or closing.
- Financial model and assumptions book
- Business and investment plan
- Sources and uses
- Information memorandum
- Data-room index
- Ownership and governance summary
- Risks, mitigations and milestones
- Management presentation and investor or lender Q&A preparation
Frequently Asked Questions
Frequently asked questions
Why do capital raises fail?
Most commonly on preparation, not merit. Unreliable financials, a model that does not withstand scrutiny, unclear share structure, unresolved related-party transactions, or an equity story that does not answer an investor’s first three questions.
Strategy & Criteria →Link to this questionWhat is an information memorandum?
The core document institutional investors and lenders read: the business, market, financial history, projections, use of funds, risks and the transaction on offer — evidenced, not asserted. It is what separates a serious process from a pitch deck.
Corporate & Project Finance →Link to this questionWe already have a business plan. Is that enough?
Usually not for institutional capital. Internal plans are written to guide management; investor documentation is written to withstand diligence. The gap is typically in the financial model, assumption evidence and risk treatment.
Solutions →Link to this questionHow long does preparation take?
It depends on the state of the existing financials and documentation. It is time that shortens the raise itself rather than adding to it.
Ownership & Sale →Link to this questionOther financial solutions
Private Credit & Mezzanine
Alternative capital considered where it fits the transaction — a potential financing route, not a proprietary programme or a guaranteed facility.
PPP & Infrastructure
Bankability analysis, project modelling, capital structure and financing discussions under a defined mandate.
Corporate & Project Finance
Financial assessment, capital planning, lender and investor materials, financing process support and financial-close coordination.