Investor-ready Finance · before a raise

New backers want answers now

A funding round or PE entry brings new backers. They want answers now.

The problem

The forecast assumptions have not been tested. The board pack does not explain cash. Diligence questions get answered late and inconsistently.

What you get

Forecast assumptions tested.
Cash and performance explained.
A board pack and plan the decision-makers use.
Diligence answers ready before the analyst asks.
No promise that the raise succeeds.

How it runs

My reporting harness runs six steps: source snapshot, transformation, reconciliation, source-linked explanation, exception owner, publication gate. Agents prepare, I review every figure as CPA and sign it; no figure is released until every entity ties to its source row.

The method

Often next

Planning and scenarios: budgets, forecasts and operating choices modelled on their drivers.
Smart KPI baseline: shared commercial and operating measures tied to actions and results.
Pricing and margins: pricing tiers, customer and product contribution.
Cash and payment controls: cash visibility, payment batches checked before approval.
Finance workflow harnessing: the automation added or handed over.
Fabric engineering ownership: data flows and reporting models kept reliable and tested.

Book a call

Book a call with me to discuss what you need.

Book a call