Investment ready
Show me the money!
Getting investment is hard work, but there are things that you can do to try and help it along.
Investment ready services
A lot of the time, the main factor for getting a successful investment is about your network and who you know, but even assuming you are lucky enough to have interested parties already, that’s just where the fun starts.
We help our clients maximise the chances of securing investment in various ways:
- SEIS and EIS advance assurance
- Detailed forecast and scenario analysis
- Share structure advice
- Business valuations
- Shareholder agreement advice
Advance assurance →
The Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) are great ways to make your business an even more appealing investment as they offer great tax benefits to those investing in you. We can manage this process and apply for advance assurance from HMRC.
Financial forecasting →
All investors will want to know how the company is expected to perform in the company year and how that performance could be impacted by different things. Our business consultants can create all the relevant forecasts and cash flow projections that would be expected or desired.
Business valuations →
Business valuations are required for an investor to know how much they should be investing or what their investment amount will buy them.
Frequently Asked Questions about investment ready services
Being investment ready means your financials, forecasts, structure, and documentation are organised and credible so that investors can confidently assess and fund your business.
Investors and lenders expect clean accounts, clear growth plans, realistic forecasts, and well-structured equity – being investment ready increases your chances of funding success.
We review your accounts, build forecasts, refine your business plan, align your share structure, prepare pitch financials, and help present your business clearly to investors.
We assist with financial models, valuation summaries, investor decks, cashflow forecasts, and other documentation investors expect to see.
We benchmark your financial history, forecast performance, test assumptions, and simulate investor due diligence to identify gaps and improvements.
Timing varies by complexity, but most engagements run from a few weeks to a couple of months, depending on your starting point and investor requirements.
We typically ask for recent accounts, management reports, current forecasts, contracts, pricing strategies, and your high-level investment goals.
Of course. You can always request meetings with us, and we adjust plans based on your feedback.