Elevate your finance function - become investor ready

Step 1: Review your finance function maturity 

First, we need to identify whether you have what you need to raise capital from a people, process and systems perspective, considering your data and insight readiness, and aligning it with your business growth ambitions. 

This will include discovering what you’re not yet ready to do or plan to do at a later point. We build a compelling narrative to reassure investors that there’s a planned path forwards on your maturity journey. 

Step 2: Prioritise a list of initiatives 

A list of projects will come out of step one which are on the critical path towards fund raising readiness and will inform your finance strategy. These may include:  

• Business process mapping
• Governance, risk and control frameworks 
• Setting up your finance team so roles and responsibilities are clearly defined 
• Enterprise architecture – ensuring your technology stack aligns with your objectives and drives growth. 

We need to consider how your systems will work together in a seamless, integrated way to deliver outcomes that are automated and cost-effective in the future: this is what investors will be keen to see. 

Step 3: Execute prioritised initiatives 

Once we have identified the projects in Step two, it’s time for us to help you execute them, whether you’re raising capital from private investors, private equity houses, venture capitalists, family funds or beyond.  

We divide the projects into those that are achievable for your team, then deliver elements of the work ourselves. We help you resource each project, find a project manager, help your team understand their workload, and work towards you raising capital objectives together.