Phase 1 - Alignment

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We begin by establishing confidentiality, setting commercial expectations, and aligning incentives.

This ensures clarity before deep work begins.

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Phase 2 - Engagement Letter

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We formalise scope, commercials, responsibilities and the work required to prepare the business for investors.

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Phase 3 - Investor Readiness

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We move into coordinated diligence.

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Work includes:

 

• financial clean-up

• valuation

• pitch deck creation

• market & regulatory positioning

• data room preparation

• investor engagement

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Phase 4 - Negotiation and Close

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We coordinate term sheets, structure, valuation discussions, diligence and completion.

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We will also support you post-deal as required.

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