Before the funding conversation.

A credible funding case connects the business plan, financial assumptions and supporting evidence.

Understand the requirement

Separate working-capital needs from investment and refinancing. Explain the use of funds, the operating milestones and how different funding structures affect cash and ownership.

Build a coherent financial model

Reconcile forecasts with historical performance. Document revenue assumptions, margins, collection cycles and investment timing. Test what happens if the plan takes longer than expected.

Organise the evidence

Prepare financial statements, management accounts, tax and compliance records, debt details, material contracts and an issue list. A clean folder structure cannot replace reliable underlying information.