Market insight, valuation advice and industry contacts
- 20 years’ fundraising experience and more with those I consult to
- Daily outreach to our potential investor network provides invaluable information on the state of the market and valuation comps
- Great industry contacts amongst a variety of sectors
Comments and analysis on full pitch deck, marketing materials and model
- Written and re-written hundreds of investor decks for companies raising money
- A fresh set of experienced eyes on management blinkered deck
- Scrutiny of financial model, projections and assumptions
Practice presentation run throughs
- Ensures the flow of the story and elicits potential investor questions which helps tweak the deck contents to ensure messaging is clear and consistent
Q&A document with potential investor questions
- Be prepared for anything that might be thrown at you
Marketing email summary / one pager content to go to market with
- Cutting through the noise to get to the crux of the investment opportunity
Advice on data room content and supplementary materials
- The investment process is often slowed due to management not having additional information at their fingertips to send to potential investors – we avoid this from the offset
Identification of potential investors
- Over 400 potential investor
- Private Equity, Venture Capital, Venture Capital Trusts, EIS and SEIS funds, family offices, angel networks, HNWs
- We are constantly reaching out to new potential investors and growing our network
Initial Potential Investor Response
- Why potential investors want to meet
- Why some don’t – what don’t they like about the business / where do they see flaws
Briefing notes on the funds / individuals the company is meeting with
- Assets under management / size of fund
- Investment criteria
- Typical ticket size etc
- Style of meeting
Organise and attend potential investor meetings
Full feedback from investor outreach and Term Sheet negotiation advice through to funding
Get in Touch
Please do get in touch if you are a company looking to raise money or an investor looking for new carefully screened opportunities.
1
Contact Us
2
Tell us your story
We’ll listen to what you are trying to achieve and in what timeframe.
3
Discuss your options
We’ll give you our best advice for the right path forward for your business.




