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Funding

Approach funding prepared

Funding readiness, financial modelling, forecasting and preparation of lender information – so you understand your position and can present it clearly.

What we do

The financial work behind a funding application

Funders want to understand your past performance, your plans and your ability to repay. We help you prepare that information properly.

  • Financial modelling

    Integrated profit, cash-flow and balance-sheet models built around your plans.

  • Funding readiness

    An honest view of your position and the gaps to close before approaching funders.

  • Forecasting

    Credible forecasts with clear assumptions and sensible downside cases.

  • Lender information

    Preparation of the financial information and narrative lenders usually ask for.

  • Debt capacity analysis

    How much borrowing the business can support, and on what basis.

  • Transaction preparation

    Funding analysis for acquisitions, including sources and uses and equity requirement.

Buying a business? See how we help with acquisitions, including the funding analysis in an Acquisition Assessment. For ongoing forecasting and reporting, see advisory; if you are preparing for a sale, see exit readiness.

Services and pricing

Funding services

Funding

  • Funding Readiness Review

    £495

    A focused review of your funding requirement, financial position, debt capacity and information gaps before you approach funders.

    • Funding requirement review
    • Debt-capacity assessment
    • Key lender considerations
    • Review of funding requirements, financial position and lender information needs
    Discuss this service: Funding Readiness Review
  • Funding Pack

    from £1,500

    A lender-ready package built around your historical performance, forecasts, cash requirements and repayment capacity.

    • Financial summary and management information
    • Forecasts and cash-flow model
    • Use of funds and repayment capacity
    • Supporting lender narrative
    Discuss this service: Funding Pack
  • Acquisition Finance Model & Pack

    from £2,500

    Transaction-specific funding analysis for buyers, including sources and uses, debt structure, downside cases and equity requirement.

    • Acquisition and debt-service model
    • Deferred consideration and vendor finance
    • Sensitivity analysis
    • Lender information pack
    Discuss this service: Acquisition Finance Model & Pack

Prices shown exclude VAT where applicable.

FAQs

Common questions

Do you lend money or arrange finance?

No. We help you prepare: financial modelling, forecasts, funding readiness and the information banks and other funders usually ask for. Where a service requires regulatory authorisation, we work with appropriately authorised third-party partners.

When should I start preparing for funding?

Ideally a few months before you need the money. Lenders look for up-to-date accounts, credible forecasts and a clear explanation of how the funds will be used and repaid, and these take time to prepare well.

Next step

Planning to raise funding?

Tell us what the funding is for and when you need it.