Summary of our key services by program, build future value in your venture with our strategic and financial programs. Get started by learning more about our products listed below or contact us to discuss or initiate a project.
Free Concept and Pitch Review for Startups
A short 2 hour session to review your concept, validate key business fundamentals and assess your current pitch deck if you have one. Primarily focused on concept and venture capital stage businesses. See Pitch Review to tell us a little more about your concept and get started.
Financial Model, Forecasts and Valuations
1 to 3 week project with the scope of building a financial and operational model including forecasts, key business drivers and sensitivity analysis. Includes due diligence on your business and financials and in depth discussions on pricing, margins and growth objectives.
We identify strategic value of businesses and startup ventures at any point in their lifecycle including pre-revenue and option values. We specialise in determining the long term value of your venture rather than accounting/book value traditionally used by accountants and CPAs.
See Financial Science for detailed overview and program pricing.
Capital Raising Readiness Evaluation
Short 2 to 4 week program reviewing financial performance, build a financial model and assess readiness for a capital raising and target valuation and capital requirements.
Capital Raising Pitchdecks and Information Memorandum
We draft equity capital raising pitchdecks and information memoranda (IMs), this can include financial modelling and concept market sizing and due diligence.
Raise Capital via Convertible Notes
We also specialise in venture capital and SMB capital raisings via convertible notes – this is an innovative hybrid instrument that helps reduce investor due diligence requirements, speeds up raising capital and helps manage the risk profile in venture capital portfolios.
See Raise Capital for more info and project pricing.
M&A Advisory and Deal execution – Acquire a Venture, Exit a Venture
Advisory for small and large acquisition, divestment and exit transactions. Includes commercial due diligence (both as a vendor or as an acquirer), financial modelling and strategic valuation measurement and deal management. Pricing is based on venture valuation however we work on retainer/success/equity fee models.
M&A transactions are typically high effort and involve managing a large number of stakeholders – we help ease the process and eliminate deal risks so you can focus on operational elements and the key value drivers. Contact us for advisory fees.
Strategic and Innovation Solutions
1 and 5 day introductory strategy, problem solving and financial analysis programs. Designed for new clients across a range of sectors or company stages.
Innovation programs and consulting for corporates with a focus on identifying strategic growth targets, challenges and barriers to business model evolution and developing strategy and innovation pathways. Structured as short-term projects from 4-12 weeks.
Long-term strategy and business planning programs for small cap ventures are a key focus and strength. We will help build out growth pathways, assess your competitors, break down internal challenges and business model weaknesses to develop a long-term growth pathway. Projects are usually custom designed however for startups usually 4-6 weeks and corporates 3-6 months depending on the product or portfolio complexity. Contact us for advisory fees.