Capital Services

We help high-potential companies identify the right capital for their next stage of growth, position their business to earn funder conviction, and connect them with the right investors and lenders to help secure it.

What we help clients answer

01

Identify

What capital do we actually need?

The right type, amount and timing, across equity and debt.

02

Position

How do we become more attractive to funders?

The story, deck, numbers and lender case that build conviction.

03

Connect

Who are the right investors and lenders?

The funders who genuinely fit and are actively deploying capital, reached through relevant relationships and warm introductions.

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The capital we raise

The full spectrum across equity and debt.

There are many ways to fund a business. The right mix can preserve ownership, manage the cost of capital and provide funding suited to the business’s needs. We explain the options clearly and then identify the right approach.

Equity

Investment in exchange for a share of the business.

We build the case through the narrative, deck and financial story, target investors whose focus and stage fit the business, make warm introductions and stay alongside the company through to close.

Venture capital

What it is

Funds investing £1 million–£20 million or more for a minority stake.

When it fits

Companies with proven traction, a large addressable market and the potential to scale.

Growth equity

What it is

Minority investment in established, growing companies with a proven model.

When it fits

Scaling a model that works while retaining control.

Angels and syndicates

What it is

Individuals or groups investing £50,000–£1 million, often through convertible notes.

When it fits

First outside investment, typically at pre-seed and seed.

Family office

What it is

A family’s own wealth invested directly, often with greater flexibility than institutional capital.

When it fits

Businesses seeking patient, long-term capital.

Private equity

What it is

Funds acquiring significant or controlling stakes.

When it fits

Larger raises, later-stage businesses or a partial exit for owners.

Corporate and strategic

What it is

Companies investing for commercial partnership, financial return or both.

When it fits

Opportunities with a strong commercial fit across distribution, technology or customers.

Debt and credit

Funding the business through borrowing and repayment.

We understand the business, identify the levers it can use to unlock liquidity, match the right products and establish which providers to approach. We then support introductions and deal management through to drawdown.

Venture debt

What it is

Loans to venture-backed companies, often alongside an equity round.

When it fits

Extending runway between rounds and limiting dilution.

MRR/ARR facilities

What it is

Facilities sized against monthly or annual recurring revenue.

When it fits

Businesses with predictable subscription revenue seeking flexible funding.

Growth debt

What it is

Loans to growing companies, based on business performance.

When it fits

Funding expansion while preserving equity ownership.

Term loans

What it is

A fixed sum repaid over an agreed period, typically 2–5 years.

When it fits

Planned investment supported by steady cash flow to meet repayments.

Asset and equipment finance

What it is

Finance secured against assets such as equipment, machinery, stock or property.

When it fits

Businesses that own or are acquiring assets that can support borrowing.

Supply chain finance

What it is

Finance linked to invoices, supplier payments and purchase orders.

When it fits

Businesses with cash tied up in trading cycles or growing working-capital needs.

Our services

A clear route. A compelling case. Expert partnership.

We help high-potential companies identify the right capital, build a compelling investment case that earns funder conviction, and connect with the right investors and lenders to help secure the funding they need.

Our services bring these capabilities together around the requirements of each business. We guide companies through the funding process with expert partnership, making each stage clearer and smoother, maintaining momentum and helping them access the capital to sustain and accelerate their growth.

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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.

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Raise Ready

A strong investment case, relevant investor connections and expert partnership through the raise.

Raise Ready brings together the preparation and practical support needed to take an equity raise to market. We develop the investor narrative and materials, identify the investors most relevant to the opportunity and establish a focused approach to engagement.

Our partnership continues as conversations progress. From meeting preparation and follow-up to diligence and discussions on terms, we help you maintain a coherent investment case and momentum through the process.

What you receive

  • Investor narrative and materialsA compelling investment story, designed investor deck and teaser, with a sense-check of the financial story supporting the raise.
  • Prioritised investor targetingA ranked list of 40–60 relevant investors, identifying named partners and the fit with your business’s stage, sector and capital requirements.
  • Outreach plan and introductionsA sequenced approach to investor engagement, supported by relevant warm introductions.
  • Pitch preparationA rehearsal to strengthen the presentation and prepare for the questions investors are likely to ask.
  • Support through investor engagementPreparation for investor meetings, a weekly pipeline discussion and support with follow-up, information requests and diligence.
  • Support towards closeTerm-sheet review and negotiation advice alongside your legal advisers.

Typical preparation period: 4–6 weeks, followed by support through the raise.

Indicative fee: £12,000–£18,000, plus a success fee payable on completion of the raise. The basis is agreed in advance.

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Investor Deck

A compelling investment case, clearly articulated and carefully designed.

We translate your business’s opportunity, commercial progress and growth ambitions into an investment narrative that builds understanding and conviction. The story, structure and design work together to help investors see what makes your business distinctive, how it creates value and what the capital will enable.

The service can sharpen an existing deck or develop a new one from the ground up.

  1. Refine an existing deck

    For businesses with a developed investment case and an existing presentation that needs greater clarity and impact. We sharpen the narrative, improve the structure and fully redesign the deck so the opportunity is easier to understand and more compelling to assess.

  2. Build a new deck

    For businesses that need to establish the investment story and materials from the beginning. We develop the narrative, presentation structure, financial story and written content, bringing them together in a fully designed investor deck and accompanying one-page teaser.

What you receive

  • A clearer expression of your business, market opportunity and investment case.
  • A coherent narrative connecting commercial progress, financial performance and the purpose of the raise.
  • A fully designed investor deck.
  • For a new deck build, a one-page teaser for initial investor engagement.

This is a standalone service for businesses that will take the materials to market themselves. Investor targeting, introductions and support through the raise are available through Raise Ready.

Typical duration: 1–2 weeks for Refine; 3–4 weeks for Build.

Indicative fee: £3,500–£10,000, depending on the starting point and scope.

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Debt / Credit Raise

The right borrowing structure, with expert support from assessment to drawdown.

We help businesses understand where debt can support their needs and which facilities and providers are the best fit. This begins with your business’s financial position, cash flow and existing borrowing, alongside the purpose of the funding and its implications for repayment, security and flexibility.

We then prepare the lender case and coordinate a targeted process, helping you compare proposals, negotiate terms and progress the selected facility through to drawdown.

What you receive

  • Liquidity reviewA clear assessment of the funding requirement and the opportunities to improve liquidity within your business.
  • Facility recommendationThe borrowing structures and provider types best suited to the requirement.
  • Lender engagementA prepared funding case, targeted approaches to suitable providers and coordination of information requests.
  • Offer comparisonProposals compared in plain terms, including the cost in pounds, repayment structure, security, covenants and flexibility.
  • Terms and completion supportSupport with negotiating the chosen facility and progressing the process to drawdown.

Typical process: 6–10 weeks, depending on the facility and lender requirements.

Fees: Payable on completion, with the basis agreed in advance to reflect the scope and complexity of the requirement.

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Capital Function

Ongoing capital expertise, connected to the changing needs of the business.

Capital Function provides an ongoing partnership for businesses that need to keep funding decisions, financial readiness and investor or lender relationships under active review. We help assess when to raise or borrow, anticipate refinancing needs and keep the capital plan aligned with your business’s development.

The service combines a regular view of the business’s capital position with practical support between funding events, so the next requirement can be approached with greater clarity and preparation.

What you receive

  1. Monthly

    A concise, one-page Capital Report covering cash runway and available headroom, funding requirements against plan, refinancing and covenant considerations, relevant market conditions, and the next actions. A 30-minute discussion brings the findings and priorities into focus.

  2. Quarterly

    A refreshed funding plan and review session with founders and relevant decision-makers, assessing how your business’s progress and ambitions affect the amount, type and timing of capital required.

  3. Ongoing

    Support to maintain relevant investor and lender relationships and keep the investment narrative and deck current as your business develops.

Individual equity or debt raises are scoped and charged separately, allowing the ongoing service and transaction support to reflect your business’s needs.

Indicative monthly fee: £2,500–£5,000.

Scope and fees, agreed around your business

The ranges shown are indicative. We agree the scope together, taking account of your business’s starting point, the preparation already in place and the support required. From there, we work with you to establish a suitable, flexible commercial arrangement, with clarity on what is included and when fees become payable. Where appropriate, this may combine project, ongoing and success-based fees.

Discuss the support your business needs

Whether you need a focused piece of work or partnership throughout the funding process, we can help establish the right scope and approach.

Discuss your requirements