Fundraising & Refinancing Support
The numbers, projections and answers lenders and investors need, prepared so a raise or refinance goes smoothly.
Raising debt or equity is won or lost on the quality of your numbers and how you defend them. We prepare the model, the projections and the supporting analysis, and stand behind them through diligence, so you go in credible and come out funded.
What’s included
06 itemsFinancial projections: models built to a funder's standard
Funding applications: bank, grant and investor submissions
Business case: the ask costed and justified
Diligence support: questions from lenders and investors handled
Cap table and scenarios: dilution and repayment modelled
Lender liaison: the finance conversation, on your side
What you should know
Funders back numbers they can trust. Whether it is a bank term loan, a State-backed facility or an equity round, they want projections that hold together, assumptions that are defensible and a business case that shows how their money gets used and repaid. We build that around your real accounts and pressure-test it before it goes out, so weaknesses get found by us rather than by them.
Diligence is where deals slow down or fall over. We prepare the supporting analysis (the cap table, repayment and dilution scenarios, the answers to the questions that always come) and stay in the finance conversation alongside you. The aim is a process that moves quickly because the numbers were right the first time.
More in Fractional CFO
View allCash Flow & Forecasting
Rolling cash-flow and P&L forecasts kept current, so you see the squeeze before it arrives.
DetailsBoard & Investor Reporting
Board packs and investor updates your directors and backers actually trust: clear, consistent and on time.
DetailsValuations & Exit Planning
What the business is worth, and how to prepare it for a sale or handover when the time comes.
DetailsFree 30-minute consultation
Ready to put your books on solid ground?
Tell us where things stand and we’ll tell you exactly what we’d do, what it costs and what you’d get back. No obligation, no jargon.
We reply within one business day.