This module ensures that the borrower is presenting the information the lender needs to see, in the right format
Validation of amount to be borrowed and Use of Proceeds
Assessment of borrower’s vision, strategy and structure
Assessment of business model including its ability to repay a loan
Stress test and risk assessment
Creation and challenge of borrower’s pitch deck, giving the borrower the best chance of success
Identification of any gaps or weakness in the management team to be able to deliver their business plan
Identification of Lender’s formats and key drivers, and shaping pitch deck to fit
HOW WE DO IT
Building on the work done in Pre-Deal review
Onsite review of borrower’s existing strategic plans, business model, structure
Workshops to sharpen business plan
Rehearsals and challenges to get ‘pitch deck’ in shape
Observational assessment of the business and its people
Desk-top research into borrower’s market and offering
WHY WE DO IT
Business plan is presented to a highly professional standard, in line with the lender’s expectations
Borrowers’ plans are robust and high quality
Topics important to the Lender are anticipated and addressed within the pitch deck
Supporting data is available, forming the basis of the data room for the Due Diligence stage
We focus on the finance-raising; the borrower focuses on running their business
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