- Evaluate the necessity and urgency of external funding
- Review of the financial reports
- SWOT analysis
- Market analysis – including competitor activity / performance
- Identifying key questions that need addressing in next stage
- Assessment of company from website and online news items
- Review immediately available info from management
- Review publicly available information and PBC proprietary reports
- Telephone interview with CEO and CFO discussing the key questions raised by the analysis
- Standard report with clear opinion on next course of action
- Fast and objective view of the fundability of the business
- Improve the chance of finding the right lender to fit the business’ requirements
- Increase the chance of a successful funding deal
- Increase the speed of deal closure
