Our Services

Start Ups, Scale Ups, University Spin Offs, SMEs. UK/Europe Focus. Industry Agnostic.
Financial Strategy & Planning
Budgeting and Forecasting

  • 12 - 18 month pipeline
  • 5 year forecast
  • Cash flow analysis / burn rates
  • Growth strategy
  • Cap tables / EMI schemes


Product Fungibility

  • Product traction / scaleability
  • Pivots
  • Long term monetisation strategy


Fundraising
Funding Strategy / Investor Contact

  • Analysis of the investor space
  • Valuation
  • Approach (timing / targeting)
  • Financing options
  • Introduction to potential investors


SEIS / EIS Preparation

  • Business plan drafting
  • HMRC filing


Investor inteface

  • Investor deck
  • Investor meetings
  • Data room and associated due diligence documents
  • Term sheet assistance


Exit
Strategic Planning & Development

  • Portfolio reviews
  • Segment evaluations and competitive assesments
  • Competitive benchmarking
  • Growth stategy appraisals


Mergers & Acquisitions

  • Exit strategies (sale vs. IPO)
  • Buyer sourcing and approach
  • Valuation
  • Negotiation (Term sheets, SPAs)