Workstream

    Investment & funding readiness

    Make the proposition fundable.

    What this is

    Boards, investors, lenders and grant bodies fund propositions they can verify. Most organisations have the substance but not the evidence: the financial narrative, value drivers, roadmap, operating model and technology foundations sit in different heads and different documents.

    We assemble that picture independently, test it the way a funder will, and close the gaps before the conversation happens.

    Where it applies

    This work is designed for organisations where any of the following is true:

    The value story changes depending on who tells it
    Financial projections are not traceable to delivery plans
    Technology cost and risk cannot be explained to a funder
    Due diligence questions are answered from memory, not evidence
    Roadmap milestones have no defined proof of completion
    Governance and controls exist informally

    What you receive

    1.
    Funding position statement·What is proven, what is assumed and what a funder will challenge first.
    2.
    Value driver map·The commercial drivers, how they are measured, and where the evidence sits.
    3.
    Technology and delivery view·Platform, data and delivery foundations behind the projections.
    4.
    Risk and control register·The material risks, their owners and the controls that contain them.
    5.
    Diligence question pack·The questions a funder will ask, with evidenced answers.
    6.
    Readiness action plan·Prioritised gaps, owners and dates ahead of the funding round.

    How we work

    Step 1

    Establish the position

    Interviews, artefact review and a baseline of what is currently evidenced.

    Step 2

    Test the claims

    Challenge projections, roadmap and technology assumptions the way diligence will.

    Step 3

    Close the gaps

    Fix the evidence, controls and documentation that would stall a round.

    Step 4

    Package for funders

    A defensible position statement and diligence pack leadership can stand behind.

    What we look at

    Financial narrative and value drivers

    Product and technology roadmap

    Operating model and team capability

    Platform, data and integration foundations

    Security, governance and risk controls

    Supplier and delivery commitments

    The outcome

    Leadership walks into funding conversations with a story that holds under challenge, and a clear view of what still needs proving.