Event-Readiness (Sell • Invest • Refinance)

If you’re planning to sell, raise investment, refinance or reshape shareholders, finance caneither protect value and speed the deal - or slow, distract and chip the price. We build theinformation investors and lenders want before they ask.

Who this is for

  • Businesses looking to raise funding
  • 12–18 months from an event
  • Finance feels backward-looking or late; confidence needs raising
Open planner with finance tracker and budget sheets, gold pen on gray desk surface nearby.

What we deliver (the Event-Ready pack)

  • Finance clean-up and single source of truth
  • Three-statement model with scenarios
  • KPI trend pack mirroring diligence probes
  • 12-month forecast with sensitivities and funding cases
  • Bank/Investor narrative (drivers, risks, mitigations)
  • Data room setup and Q&A tracker
  • Operating rhythm so hygiene sticks beyond the deal
Hands raised in defense against a man swinging an object in the background.

Outcomes

  • Smoother diligence and faster Q&A
  • Protected value (fewer price chips)
  • Less distraction for leadership and finance
  • Better partner fit via clarity and confidence
Book a Finance Review

First 90 days

‘Transformational in 6 months’ compared to where we were - forward-looking insight, notjust late, backward-looking numbers.
• Weeks 1–2
Diagnostic and Objectives
Laptop displaying a data analysis dashboard with graphs on screen, keyboard and dock visible.
• Weeks 3–6
Clean-up, dashboard, draft model & narrative
Businessman presenting bar graphs to colleague in modern office setting with digital display board.
• Weeks 7–12
Model final, KPI trends, data room, board reporting