Investor readiness, for brands ready to take on capital for growth.
Investor readiness means the business can explain its numbers, show how it operates and prove what new capital will build. We prepare the materials, financial models, reporting and operating story investors look for, so diligence finds a business that is ready.
What it covers
What investors look for, in order.
Capital follows businesses that can show their unit economics, operating systems and plan clearly. We get each of those in order before the first meeting.
Investor materials
Decks and driver-based financial models that hold up in diligence.
Capital raise support
The operating story, and the data room behind it.
Diligence prep
Operations, reporting and contracts in order before anyone asks.
Board reporting
A reporting rhythm your investors and lenders can trust.
Capital strategy
How much to raise, when, and what it needs to fund.
Use-of-funds planning
A clear plan for what new capital builds and when it pays back.
Who it's for
What you get
Usually part of a longer-term executive partnership. Everything is documented and handed to your leadership team. See how we price engagements.
How it works
Four steps, start to finish.
Discover
We set the capital goal, timeline and what the raise should fund.
Assess
We review the numbers, systems and documents the way an investor would.
Build
We build the model, materials, data room and reporting, and fix the gaps diligence would find.
Hand off
Your team owns the materials and reporting, and keeps them current after the raise.
Questions
What owners ask about investor readiness.
What do investors look for in a restaurant or hospitality business?
Investors typically look at unit economics by location, consistency across locations, the strength of the brand, the quality of reporting and controls, the management team, and a clear, credible plan for what the money will build and how it pays back.
Have you prepared a business to raise capital before?
Yes. We built the operating infrastructure, brand strategy and tech stack that positioned a business to raise a $64M+ Series A and scale.
Do you work on IPOs, mergers or acquisitions?
No. Our work ends at preparing a business to take on capital for growth. We don't do IPO, M&A or exit work.
How early should we start?
Ideally months before the first investor conversation. Clean reporting and documented operations take time to build, and they are hard to fake under diligence.
Related services
Work that usually goes with it.
Let's talk