Build the case from evidence
Connect the opportunity, business model, financial performance and use of proceeds. Every material number should link back to supporting analysis.
Investor decks & executive summaries
An investment case that holds together.
Bring the business story, financial evidence and funding request into one coherent set of materials.
Method
How we approach the work.
Respect the reader’s time
Lead with the decision-critical information, then provide enough depth for an investor or lender to investigate further.
Prepare for the difficult questions
Address execution risk, assumptions, funding needs and downside scenarios in a written question-and-answer pack.
Prepare the management team
Review the presentation together and test its weakest arguments before meeting prospective investors.
Output
What you take away.
- An investor presentation or debt financing memorandum
- A concise executive summary
- An investor questions-and-answers document
- Presentation talking points for management
- A reusable investor update format
Standard
The standard behind it.
- Figures consistent with the financial model
- Evidence behind material claims
- Clear and readable presentation
- Full handover in editable formats
Connected expertise
Related capabilities.
01Financial models
A working model connects your commercial decisions to profit, cash and funding needs. It should be easy to interrogate, update and hand over.
Detail ↗02Valuation & returns analysis
A credible valuation explains its assumptions and shows how operating performance translates into investor returns.
Detail ↗03Data rooms & diligence readiness
An organised data room makes the business easier to assess and helps management keep control of the diligence process.
Detail ↗Next step
Start with the question on your mind.
Tell us about the decision ahead. Together, we can identify the financial work that will help you make it.
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