Investment and exit readiness
Get investor-ready, whatever happens next
Investors, lenders and buyers all ask the same questions. Are the numbers reliable? Is there a credible plan? What are the risks? If the answers take weeks to pull together, deals slow down or fall over.
We help founders get ready before the conversation starts, so the business stands up to scrutiny whether you are raising money, taking on debt or preparing to sell.
How we help
Clean-up of historic records in Xero and the balance sheet, so the numbers hold up to due diligence
Investor and lender models with clear, tested assumptions
Monthly reporting that shows investors the business is well run
EIS and SEIS advance assurance applications
EMI and CSOP share option schemes to attract and keep key people
Support through due diligence, working alongside your lawyers and other advisers
Tax-advantaged schemes
Read more about EIS and SEIS for raising investment, and EMI and CSOP share option schemes for rewarding key people.
Worth doing even if the deal changes
Not every raise or sale goes ahead as planned. The preparation still pays off: cleaner numbers, better reporting and a plan the whole team understands.
Senior support when it matters
For a raise or sale, our Fractional CFO support gives you a senior finance partner through the process, with our team doing the detailed work underneath.
Related services
Fractional CFO
Forecasting & modelling
Tell us about your business
We'll come back to you within one working day. If it looks like a good fit, the next step is a 30-minute call.
