Capital Review
A clear view of the capital your business needs and how to approach it.
Capital Review establishes what to raise, how much, when and at what cost. We assess your business’s financial position, growth ambitions and existing investment materials, then consider the equity and debt routes best suited to your needs.
Through a review of the numbers and focused working sessions, we make the options clear: what each could provide, what it would require and where preparation is needed. The result is a practical basis for deciding how to proceed.
What you receive
- Capital planA recommendation on the type, amount and timing of capital, with an assessment of likely cost.
- Funding options comparedTwo or three viable routes set out side by side, including indicative terms, timing and implications for dilution, security or control.
- Investor deck diagnosisWhat works, what is missing and the questions investors are likely to ask first.
- Readiness scorecardAn assessment of the financial information, investment story, materials, diligence preparation, funder fit and timing.
- Market viewThe investor and lender types most relevant to your business, indicative names and the areas they are likely to scrutinise.
- 90-day action planThe priorities, sequence and responsibilities needed to prepare for the next stage.
Typical duration: 2–3 weeks.
Fee: £2,800.
