Fundraising readiness review
Identify gaps in management accounts, forecasts, key metrics and supporting records. Prioritise what must be resolved before investor conversations advance.
YOUR DELIVERABLEA prioritised readiness action plan
FOR UK FOUNDERS · SEED TO SERIES B
Fundraising & investor readiness services
Make your numbers
ready for the room.
A compelling pitch opens the conversation. Credible financials keep it moving. We help UK founders build the model, evidence and financial narrative investors need to assess their business.
Partner-led support · London & across the UK
ICAEW Chartered AccountantBig Four trained12+ years’ experienceDefined scope. Agreed fees.
CLARITY BEFORE COMMITMENT
Better evidence.
Better decisions.
Investor readiness means preparing the financial information, forecasts and supporting evidence a potential investor needs to evaluate your business. Our fundraising support brings those elements together, from an initial gap review through to financial due-diligence questions.
For founders preparing for Seed, Series A or Series B, and established UK businesses seeking growth capital. Particularly suited to SaaS, technology and service-led businesses whose financial reporting needs to catch up with their ambitions.
WHAT’S INCLUDED
One financial story.
Every number connected.
Choose a defined project or discuss ongoing CFO support. Your proposal sets out exactly what is included, what is excluded and what you receive.
Investor-grade financial modelling
Connect profit and loss, balance sheet and cash flow. Model hiring, revenue drivers, working capital, runway and downside scenarios.
YOUR DELIVERABLEAn integrated model with documented assumptions
SaaS metrics and unit economics
Reconcile recurring revenue, retention, churn and customer economics. Explain definitions and movements so the deck and the underlying numbers agree.
YOUR DELIVERABLEA consistent KPI pack and metric definitions
Data room preparation
Organise the financial data room, map documents to likely questions and surface missing evidence before an investor requests it.
YOUR DELIVERABLEA financial document index and gap tracker
Funding and dilution scenarios
Model the cash requirement, use of funds and ownership outcomes across different raise sizes and assumptions. Coordinate legal questions with your solicitor.
YOUR DELIVERABLEFunding scenarios and cap table analysis
Investor Q&A support
Prepare the financial narrative, stress-test assumptions and support financial questions as diligence progresses, within the agreed scope.
YOUR DELIVERABLEA financial Q&A log and decision-ready analysis
A QUICK FINANCIAL SELF-CHECK
How prepared are your financials?
Select what you already have. This is a practical self-check, not an investment assessment. Your answers stay in this page and are not submitted.
YOUR STARTING POINT0 of 5 foundations in place
Build the foundations first. Start with reliable actuals, a cash forecast and an evidence checklist.
Talk through the gaps ↗HOW WE WORK
From first conversation
to a clear next move.
- 01
Scope the raise
Discuss your stage, target timetable, current information and the support you need.
- 02
Review and prioritise
Agree the financial gaps, deliverables, responsibilities and fee before starting.
- 03
Build and challenge
Develop the model and financial pack, then test assumptions and reconcile the evidence.
- 04
Support the questions
Help management explain the numbers and respond to financial diligence requests.
EXPERIENCE BEHIND THE ANALYSIS
Work directly with
Kishen Patel ACA.
Corporate finance experience, applied to the decision in front of you.
Kish’s background spans Big Four audit, investment banking and corporate advisory. He founded Consult EFC to bring strategic financial support to ambitious UK businesses.
Your engagement begins with the question you need answered, not a generic checklist. We agree the scope, explain the assumptions and make the findings usable.
Book a free strategy call ↗YOUR QUESTIONS, ANSWERED
Before we
get started.
Need a more specific answer?
Tell us about your situation.
What does your investor readiness service include?
The agreed scope can include a readiness review, financial modelling, KPI reporting, financial data room preparation, dilution scenarios and financial Q&A support. We identify priorities before confirming the engagement.
Do you introduce investors or guarantee funding?
This page describes financial preparation and CFO support. Investor introductions, regulated investment advice and arranging investments are not included in the advertised scope. We do not guarantee funding, a valuation or investor approval.
How early should we prepare for a funding round?
Start before active investor diligence wherever possible. The appropriate lead time depends on the reliability of your records, the complexity of the model and how much preparation is needed. An initial review establishes a realistic timetable.
Can you work with our existing accountant?
Yes. We work alongside your accountant, bookkeeper, finance team and legal advisers. The focus is on turning reliable financial information into forward-looking analysis and an investor-ready financial narrative.
Do you support SaaS businesses?
Yes. SaaS work can include recurring revenue reconciliation, retention and churn analysis, cohort performance, customer economics and cash runway. Definitions are tailored to the business and documented consistently.
How much does fundraising support cost?
Fees are scoped around the work required, the quality of existing information, the timetable and the level of ongoing support. Request a proposal for defined deliverables and an agreed fee.
Is this legal or tax advice?
The service focuses on financial preparation and analysis. Share documentation, investment terms and tax eligibility need the relevant legal or tax advice. We coordinate with those advisers where agreed.
LET’S TALK THROUGH THE NUMBERS
Tell us about your next raise.
Share your stage and timing. We can discuss what your financials need before the next investor conversation.
Financial preparation and CFO support only. Funding outcomes depend on the business, investors and market conditions.