Services / Capital & Investor Readiness
Capital & Investor Readiness. Prepared before the first meeting, not during due diligence.
Investors and lenders decide quickly whether a company's numbers can be trusted. We prepare the financial story, the model and the supporting evidence before you go to market, so that due diligence confirms your case rather than reopening it.
When this helps
- You plan to raise equity or debt within the next twelve months
- Previous conversations with investors stalled on the numbers
- Your financial statements are not yet ready for external review
- You need to know how much to raise, and on what terms
What is included
The scope is agreed around the decisions in front of you. A typical engagement draws on the following.
Capital strategy
How much to raise, from whom, in what form and at what point.
Investor financial model
A clear model of growth, profitability and funding needs, built for external review.
Investment materials
The financial sections of the pitch deck and information memorandum.
Data room preparation
Organised financial records, contracts and supporting analysis.
Due diligence support
Answering investor and lender questions promptly and consistently.
Lender relationships
Preparation of credit applications and covenant analysis.
Deliverables
- Capital raising plan
- Project
- Investor-grade financial model
- Project
- Financial sections of deck and memorandum
- Project
- Organised data room index
- Project
- Due diligence question log
- During the raise
How it works
A clear sequence, so that you see value early and nothing is built that your team cannot own.
Assess
Review readiness against what investors or lenders will expect.
Prepare
Build the model, materials and data room.
Rehearse
Test the financial story and anticipate the difficult questions.
Support
Stay alongside management through meetings and due diligence.
Questions
Do you introduce us to investors?
Our role is preparation and financial advisory. We do not act as a broker or placement agent, although we can coordinate with those you appoint.
What stage of company do you work with?
From companies preparing an early institutional round to established businesses seeking growth or project finance.
How early should we start?
Ideally three to six months before you intend to approach investors or lenders.
Other services
Most clients combine two or more services as their needs develop.
Discuss capital & investor readiness. Thirty minutes, without obligation.
Tell us where the business is headed and what stands in the way. Or write directly to alberto.salas@blackbearcorp.com.
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