SERVICES · CAPITAL ADVISORY
Investor readiness, financial models and valuation
We prepare businesses to meet investors: a model that holds up in diligence, a defensible valuation, and an information memorandum and deck that answer the questions investors actually ask. For companies that need ongoing finance leadership, we also act as a fractional CFO.
WHAT WE DO
Everything you need before you meet investors
Investor readiness review
A candid review of your numbers, documents and story, with a list of what to fix before you raise.
Financial modelling
Three-statement, project and LBO models built from real drivers, with base and downside cases.
Business valuation
DCF, comparable companies and transaction benchmarks, so you go into negotiations with a range you can defend.
Information memorandums
A full written investment case for serious investors, shared under NDA.
Pitch decks and teasers
A short, clear deck and a one-page teaser that get you the first meeting.
Fractional CFO
FP&A and MIS, board and investor reporting, cash and controls. Two to three days a week, fixed monthly fee.
WHO WE WORK WITH
Companies preparing to raise or scale
Our partners have sat on the investor’s side of the table, so the materials we prepare are built around how investment committees decide.
Startups before a round
Seed to Series B companies that need their numbers and story to match before meeting funds.
Mid-size companies
Businesses that have grown faster than their finance function and need senior FP&A support.
Promoters planning a transaction
Owners who want an independent valuation and investor materials before speaking to buyers or investors.
HOW WE WORK
How a mandate runs, from first meeting to close
01
Diagnose
Objectives, capital need and a readiness review
02
Prepare
Model, valuation, IM, deck and data room
03
Target
Investor or buyer mapping and an outreach plan
04
Execute
Meetings, diligence and term negotiation
05
Close and report
Documentation, closing and ongoing reporting
RELEVANT EXPERIENCE
Mandates and transactions we have worked on
SINCE 2019
100+ companies screened
Businesses assessed for investor readiness, valuation and fundraising potential.
ED-TECH · 2021
IM, model and outreach
Information memorandum, teaser and five-year model for a real estate education platform.
FINANCE LEADERSHIP
FP&A in global groups
Prior FP&A roles at a Cinven-owned pharmaceutical group, Abbott India and Royal Mail, London.
Clients are anonymised. Figures from prior roles are platform-level outcomes in which a VRM partner played a role.
QUESTIONS CLIENTS ASK
Frequently asked questions
What does an investor-ready company look like?
Audited accounts, a clean cap table, a model that reconciles to past financials, documented contracts and IP, and a clear view of unit economics. Our article on how businesses raise capital walks through it step by step.
How much does a model or valuation cost?
Investor readiness work is usually a fixed project fee, agreed after a short scoping call.
What is a fractional CFO?
A senior finance leader who works with you part-time, typically two to three days a week, for a fixed monthly fee, without the cost of a full-time hire.
Can you also help raise the round?
Yes. Many clients start with readiness work and then engage our corporate finance team to run the raise.
Preparing to raise?
Send us your current deck or model. We will tell you what investors will question first.