The process of securing investment can often be a time consuming, costly and frustrating experience for investees who repeatedly fail to secure the investment they require.

When businesses approach us, it becomes quite clear at an early stage that they are unsure how to present themselves, they have an underdeveloped business plan, and they often been poorly advised. Below are some of the services that we provide. 

Investee Preparation and Packaging Services - Consultancy: 

Our consultancy services help businesses to understand why they have not been able to raise capital and what is required to secure the investment.

Business Planning – Failing to plan properly is planning to fail.

The most important document that a business needs is a business plan which defines the investee’s road map for future development. The plan has to be realistic, achievable and deliverable. Our specialist teams provide in-depth business planning knowledge and assistance in the preparation of the plan and often research and write the entire document.

Establishing Performance Benchmarks and understanding Milestones 

We help businesses to understand how to identify and achieve strategic and commercial milestones which allow them to focus on growth and value.

Financial Planning 

Having established a clear plan, we can help businesses to prepare their cashflows and Profit and Loss targets which will tie into the business plan and performance benchmarks. We help to identify peak cash flow requirements and the optimum level of investment requirements.

Information Memorandum and Teaser Documents

These are vital documents when presenting your company to any external source inclusive of potential investors. These documents often form the first, second and final point of contact with potential investors and as such are vitally important.

Project Delivery

Infrastructure and Delivery Support: We can support businesses through the provision of resources aimed at reducing risk and supporting efficient delivery.