Fundraising & Capital Structure

This profile covers Fundraising & Capital Structure. Prepare a focused, evidence-backed investor approach.

Analysis, planning & review

Current assisted scope

Where this profile can contribute.

Current scope is investor matching and fundraising preparation. Capital structure, securities terms and financing decisions require additional specialist review.

Expected deliverables

Investor-fit shortlist
Fundraising brief
Diligence preparation checklist

Bring these inputs

Company and traction evidence
Round objectives
Investor preferences

Related perspectives

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2.1Defined assisted scope

Finance, Capital & Investment

Financial Modeling

This profile covers Financial Modeling. Understand the assumptions behind rental revenue forecasts.

Current scope

Current scope is rental revenue forecasting and performance scenarios. Full financial statements, tax models and treasury models are outside this scope.

What to expect

Revenue scenario model
Forecast-versus-actual comparison
Assumption register

Analysis, planning & review

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2.2In development

Finance, Capital & Investment

Accounting & Financial Controls

This profile covers Accounting & Financial Controls. Make financial records and control responsibilities understandable.

Proposed scope

We haven’t built and tested this specialty yet. You can include it in a brief for a person to scope with you.

What to expect

Proposed reporting requirements
Reconciliation workflow
Control responsibility map

Proposed specialty

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2.3In development

Finance, Capital & Investment

Cash Flow & Treasury

This profile covers Cash Flow & Treasury. Plan how cash needs change over time.

Proposed scope

We haven’t built and tested this specialty yet. You can include it in a brief for a person to scope with you.

What to expect

Proposed cash-flow forecast
Working-capital assumptions
Liquidity review questions

Proposed specialty

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