Readiness diagnostic, valuation opinion, three-statement model, IM and teaser, and a data room built for diligence.
What's included
- Readiness diagnostic
- Valuation opinion
- Three-statement model
- IM and teaser
- A data room built for diligence
How the 30 days break down
- Days 1–5: readiness diagnostic, benchmarking the current compliance and financial-reporting discipline against what investor diligence actually checks for.
- Days 5–15: valuation opinion and the three-statement model built together, since the model is what the valuation has to be defensible against.
- Days 15–25: the IM and teaser drafted off the same underlying numbers as the model, so nothing in the pitch materials has to be reconciled against the data room later.
- Days 20–30: the data room itself, structured the way diligence counsel actually reviews one, not just a folder of documents.
Who it's for
A company about to raise, or already fielding investor interest, that wants the compliance and financial-reporting discipline investors expect in place before the first data-room request arrives, not assembled in response to it.
No rate card: this program is scoped to your facts and priced in writing before work begins. The packaging fixes the shape of the engagement, not the assumptions.
Investor-Ready in 30
Investor-Ready in 30.
The compliance discipline investors expect, built in 30 days.
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Five business days from first conversation to a written, fixed-fee proposal.