Fundraising & Investor Readiness
Turning your vision into a clear, investable story.
Helping You Raise With Confidence
Whether you’re preparing for a funding round, seeking strategic investors, or exploring new lending options, it’s not just about numbers, it’s about building trust and clarity. Investors want more than performance metrics; they want to understand your story, your growth plan, and how you manage risk.
I help you get ready to meet them, with structured plans, clean financials, and a narrative that connects the dots between ambition and delivery. From initial preparation through to board presentations, I work as your financial partner, helping you approach funding with confidence and clarity.
Structured to fit your investment journey, not an off-the-shelf deck.
01.
Define Your Funding Needs
We begin by understanding the amount, type, and purpose of funding: growth capital, working capital, bridging investment, or strategic input.
02.
Review the Current Financial Picture
Together we review your current numbers, financial model, and reporting pack, ensuring they align with investor expectations and reflect your vision.
03.
Strengthen Your Case
We develop a compelling narrative that connects your strategy, market positioning, and forecasts — highlighting value, readiness and mitigated risk.
04.
Build Investor Materials
We help you prepare the key documents you’ll need; investor decks, forecasts, performance summaries, and anything else you’ll be expected to provide to hold a credible conversation.
05.
Prepare to Engage
We walk through questions you might be asked, assess readiness for due diligence, and align your leadership team to present a confident, consistent message.
06.
Stay Aligned Through the Process
I stay close during discussions, helping refine messaging and respond to emerging investor needs, keeping the business focused while navigating opportunities.
Flexible Support — Built Around You
You may just need help building out your pitch and forecasts. Or you might want support through the entire process, from first conversation to closing the deal. I can work flexibly, on an hourly, project, or retained basis.
This includes working directly with your CEO, leadership team, or advisors to ensure the financial case is robust, the messaging consistent, and your wider goals remain on track.
Plans that Evolve With You
Priorities can change fast during the fundraising process. Investor expectations shift, timelines move and internal plans evolve. I adapt with you, ensuring we stay aligned and equipped to respond to each new opportunity or challenge.
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01.
Business Performance Analysis & Advice
Clearer insight means stronger conversations. I help sharpen your internal visibility so you can speak with confidence about your numbers and plans.
02.
Cash Flow Management & Financial Forecasting
Reliable, defensible forecasting is at the heart of every funding discussion. I help you build realistic models that reflect validated and realistic data.
03.
Operational Excellence
Investors look beyond the plan they assess execution. I help ensure your financial narrative is backed by sound operational structures.
04.
Legal, Insurance & Risk Management
From shareholder agreements to investor readiness, I help ensure risks are understood and managed in a way that builds trust and reduces friction.