Investor Readiness and VC Advisory
Full preparation for institutional investment rounds.
How a fund reads a company
We cover data room construction, financial modelling, pitch training and investor targeting.
Institutional investors form a view of a company from its documents before they meet its founders. Readiness work makes sure that view is accurate: that the data room answers the questions a venture capital fund will ask, that the model reconciles with the accounts, and that the founders can carry the account of their company under questioning.
What we do, and what you receive
- I
Mandate scoping
A review of how the company presents today, set against what institutional investors will ask for. The gaps become the mandate.
A readiness assessment against institutional criteria
- II
Structuring
Building what is missing, each part to the standard a fund’s investment committee expects.
A structured data room. A financial model that reconciles with the accounts. The positioning of the company.
- III
Access and execution
Rehearsal before the first meeting, and a considered list of who to meet.
A pitch narrative, and training in delivering it. A target list of investors. Preparation for due diligence.
- IV
Post-close support
Reporting to the new shareholders, set up so the next round starts from a stronger position.
Investor reporting to the standard the new shareholders expect
When it is relevant
- Before a round, when the business is ready but the documentation, the numbers or the account of the company are not.
- When investors have asked questions the company could not answer quickly.
- When founders want to know how a venture capital fund will see the company before the first meeting.
The investor readiness gap is not a product problem.
It is a positioning and documentation problem.
From Why Most Founder Pitch Decks Fail Before the First Meeting, March 2026.