Once we have reviewed your business and believe you’re investable, then we then work with you to prepare your business by building a data room of information.

We need to capture and refine the following:

  • Vision
  • Problem
  • Solution
  • The Team
  • Products & Services
  • Business Model
  • Financial Modelling
  • Market Size
  • Growth strategy

With this information at hand, the due diligence and Offer Document development process becomes more streamlined.

With the data room ready, you can now engage with potential investors in your circle of influence:

  • Customers
  • Suppliers
  • Staff
  • Stakeholders
  • Family and Friends

Ready to take the next step

If you feel you are ready to progress, please fill out the short questionnaire below book a call with our key advisor.