Investment readiness

Financial Forecast Models

We work with you to build financial models so you can better understand your business and how your revenue generators work and talk confidently to potential investors. We build detailed three-statement financial forecast models used based around a model of the go-to-market strategy. These models are easy to manipulate and easy to explain to investors. The fact that they are built around the go-to-market strategy makes them less arbitrary than many startup models and

Investment Pitch Practice Sessions

We can give you valuable experience of pitching to investors. Have a dummy run with us to refine your investment meeting skills. You will get feedback on the deck, model (if appropriate) and messaging. Following feedback, you have the chance to do a second run.

Fundraising

Equity finance: We can present you to equity investors, including angels, venture capital funds and family offices, as appropriate (with no up-front fee) or we can do paid research work for you to help you find the right investors for you to approach yourselves.

Other services

Debt finance: We can connect you to a wide range of debit finance options.

Invoice finance: We can help you source both general invoice finance and specific invoice finance.

Grant finance: We can connect you to the experts on securing grants.

R&D tax credits: We can help you with R&D tax credit claims and potentially arrange loans against audited R&D tax claims.

Business mentoring: We can help you get clarity on what your business is about.

Advisory roles: James and Daniel are available to act as advisors or non-executive directors. (Rates negotiable.)

Part-time CFO: James and Daniel are available as a fractional CFOs to help elevate your business. (Rates on request.)