Before a raise or an exit · Any revenue

Pitch for finance with numbers that survive the analyst.

I prepare companies for the raise or exit their ambition is pointing at: the model, the materials, the governance and the pitch itself, tested the way an investor's side will test them, before they get the chance.

From £7,500 fixed. Scoped to the transaction. Typically four to eight weeks before first meetings.
Book a scoping call All three engagements
What raising finance actually tests

Diligence does not test whether your numbers are good. It tests whether they agree.

When you pitch for finance, the deck gets you the meeting. What happens next is conducted by an analyst with a fresh spreadsheet and no attachment to your story: your model rebuilt from raw actuals, every figure traced across the deck, the memo and the model, every claim checked against what a term sheet demands.

I run that examination first, on your side of the table. The company, the model, the materials and the pitch itself, prepared and tested the way the other side will test them. You get the findings before they do, with time to fix quietly, and you walk into first meetings already knowing the answer to every question about your own numbers.

The proof point on the homepage is real: fifty one inconsistencies found three weeks before investor meetings, fixed in a fortnight, round closed. Nothing dishonest; all dangerous, because every inconsistency an investor finds is a negotiating token in someone else's hand.

What gets tested

  • The model: rebuilt from raw actuals, assumptions stress tested, and checked that it survives someone else's spreadsheet
  • The materials: deck, memo and data room traced line by line, so every figure agrees everywhere it appears
  • The pitch: the story, the numbers behind it, and the answers to the questions that will actually be asked, rehearsed against a sceptical reading
  • The governance: the controls, records and board discipline an analyst expects to find, in place before one is looking
  • The data room: assembled with no surprises in it, because the worst place to discover a problem is after access is granted
Timing and fee

From £7,500, fixed. Typically four to eight weeks before first meetings.

Any revenue stage: readiness for a raise or a sale has its own clock, whatever the size of the business. The fee is fixed and scoped to the transaction, agreed before we start. The scrutiny I bring is the scrutiny of the seat I hold: my job on an audit committee is to test numbers and governance the way investors will one day test yours.

If the raise is more than eighteen months away, start with the Diligence Self Test: twenty free checks to run on your own numbers first, built from the audit that found the fifty one.

Where it starts

Raising in the next eighteen months? The clock is already running.

A twenty minute scoping call covers your timeline, what the engagement would examine in your case, and the fixed fee for it. Straight answers in both directions.

Book the scoping call Or message me on LinkedIn
Adjacent reading
The stage

Leverage · £7.5M to £10M

When enterprise value becomes the constraint.

 Free first step

The Diligence Self Test

Twenty checks to run on your numbers before an analyst does.

 Not raising yet?

The Diagnostic

Two weeks inside your real numbers. £2,500 fixed.