• Redline review of Teasers / Information Memorandums / Pitch decks

    • Content & data validation for credibility of forecasts

    • Target investor profiles & engagement stategy

    • Data book preparation / Virtual Data Room (VDR) setup

    • Due Dilligence Q&A playbook

    • Consistency review of Financial Model, adherence to market standards

    • Preparation of robust investor-ready Financial Model

    • Outside-in valuation with “investor lens”

    • Valuation techniques: DCF, precedent transaction and comp analysis

    • Cap Table audit & review

    • Cap Table sensitivity under different transaction structures

    • Pre- & post-deal shareholder dillution analysis

    • Convertibles impact analysis on valuation

    • Business plan review

    • Quality of Earnings analysis

    • Working capital / Net debt analysis

    • Revenue / margin analysis

    • Setup of investor-ready templates of financial statements

    • KPI dashboard tracking for operational & financial metrics

    • Standardization / reconciliation of historical financials

    • Communication & reporting pack for investors and the Board of Directors

    • Mock pitch sessions

    • Unique Selling Proposition & differentiation strategy

    • Negotiation Strategy Framework

    • Preparation for the DD process of C-level management

    • Post-pitch outreach; communication strategy

    • Investor messaging; narrative recommendations

    • Investor perception audit