Capital Readiness Review for SMEs
Know what's blocking your raise before investors find it.
18 years in banking risk & credit. FSCA Category I Advisory.
Book a Free Diagnostic CallThe Problem
Founders Think They're Ready. Investors See Something Different.
Founders think they're ready to raise. Investors see messy financials, weak controls, and gaps in the data room. Result: delays, lower valuations, or no term sheet.
Who This Is For
SMEs Who Are:
What You Get
4 Deliverables
2. Investor Gap Report
10–12 pages. Traffic light view of what's ready, what's risky, and what kills a deal. Written for founders, not accountants.
1. Capital Readiness Assessment
Review of financials, management packs, legal structure, governance, and data room. We check what investors check.
3. Investor Pack Template
Cleaned-up financial model, 1-pager, and deck structure you can send to investors immediately.
4. 30-Day Fix Plan
Prioritised actions to close the gaps before you start pitching.
How It Works
Our Process
Data request + 90-min workshop
Analysis + report build
Walkthrough call + handover
Why Work With Us
We've reviewed hundreds of SME data rooms from the investor and lender side. We know what a credit committee looks for, what kills a term sheet, and what a clean data room actually looks like. You get that institutional lens applied to your business before you start pitching.
Book Your Free CallFAQ
Is this for pre-revenue startups?
No. This is for established SMEs with existing financials.
Do you introduce investors?
No. This is about making you investable. Introductions come after.
Can this roll into Fractional CFO?
Yes. 70% of clients keep us on to execute the fix plan.