Advisory · Organisation · Development
Fundraising & investor readiness
1. Brief service summary
Prepare a startup to present its project and needs to potential investors. Structure narrative, evidence and files without equating fundraising preparation, investor searches and subscription or financing commitments.
2. Your needs
Your team considers fundraising but arguments, data and records are scattered. Pitch claims lack evidence and sensitive questions are unprepared. You wish to clarify what can be presented, what needs confirmation and conditions for controlled sharing.
3. Objectives of the engagement
Connect value proposition, market evidence and financing needs coherently. Distinguish documented achievements, projections and ambitions. Prepare investor questions and documents, identifying specialist reviews before valuation, rights or capital entry discussions.
4. Indicative scope
Work may cover pitch, financial presentation, document index and discussion preparation. References, commercial indicators and asset rights are connected to evidence. Confidentiality and sharing conditions are defined; file preparation is neither exhaustive company verification nor independent approval.
5. Possible delivery arrangements
Workshops, material reviews and question simulations may be combined. Versions and sources prevent contradictory circulation. Investor contact, solicitation or representation requires a mandate and separate examination of conditions; no investor network access is presumed.
6. Possible deliverables
As agreed: a proposed presentation, evidence file, document index and question list. A summary may identify inconsistencies, reservations and approvals. Deliverables are indicative, neither securities offers, investment advice, investor commitments nor legal validation of subscription documents.
7. Conditions and limitations
Modelling falls under 18.08; corporate finance under pole 12. No amount raised, valuation or timetable is guaranteed. Placement, intermediation, legal advice and rights negotiations are not implicitly included. Qualifications, independence and mandates need checks. No unconfirmed investor, partnership or fundraising success is claimed.