1/ Preparation or review of Teasers / Info Memos / Pitch Decks
2/ Content & data validation for credibility of forecasts
3/ Target investor profiles & engagement strategy
4/ Virtual Data Room (VDR) setup
5/ Due Dilligence Q&A playbook

1/ Preparation of investor-ready Financial Model
2/ Consistency review of Financial Model, adherence to best practices
3/ “Outside-in” valuation from potential Buyer perspective
4/ Business valuation based on:
Discounted Cash Flow (DCF)
Precedent Transaction Methods
Comp analysis

1/ Preparation of Cap Table
2/ Cap Table audit & review
3/ Pre- & post-deal shareholder dillution analysis
4/ Convertibles impact analysis on valuation

1/ Business Plan Review
2/ Quality of Earnings analysis
3/ Working Capital / Net Debt analysis
4/ Revenue / margin analysis

1/ Setup of investor-ready templates of financial statements
2/ KPI dashboard tracking operational & financial metrics
3/ Standardization & reconciliation of historical financials
4/ Reporting pack for investors and the Board

1/ Mock pitch sessions
2/ Unique Selling Proposition & Differentiation strategy
3/ Negotiation Strategy Framework
4/ Preparation for the DD process of C-level management
5/ Investor Relations strategy
6/ Investor messaging, narrative recommendations
7/ Investor perception audit