Investor Readiness

Service Overview

Investor Readiness prepares your company to be investable before you approach investors — fixing the gaps investors will find in due diligence: incomplete financials, unclear ownership, weak governance, missing contracts or an unconvincing story.

A readiness review saves months in the fundraising process and protects your valuation.

What’s Included
  • Investor-readiness assessment
  • Financial records and reporting clean-up
  • Cap table and corporate-records review
  • Key contracts, IP and compliance check
  • Governance and reporting set-up
  • Business model and growth story refinement
  • Pitch deck and financial model
  • Mock investor Q&A
What You Receive
  • Readiness scorecard
  • Gap-closure plan
  • Pitch deck and model
  • Data-room index

How We Deliver It

  1. 01
    Assess

    Review the company the way an investor would.

  2. 02
    Fix

    Close gaps in records, structure and governance.

  3. 03
    Package

    Prepare pitch, model and data room.

  4. 04
    Rehearse

    Run mock pitches and Q&A.

Who This Is For

  • Founders planning a first raise
  • SMEs approaching private equity
  • Family businesses taking outside capital
  • Companies preparing for a sale

Popular Question

The questions we hear most often about this service.

Team, market, traction, financial quality, ownership and legal clean-up.

Many can be fixed in weeks; some, like audited history, take longer — so start early.

Bank readiness overlaps but focuses more on repayment capacity and collateral.

Yes, it flows directly into our Capital Raising service.
At a Glance

Typical timeline

Typically 4–10 weeks.

Confirmed in writing after your scoping call.

What we’ll need from you

  • Financials
  • Corporate documents and cap table
  • Key contracts
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