“They asked for numbers and we have nothing ready.”
Ready for the investor, the lender or the buyer.
You walk into the meeting with a model they can test, the documents behind your numbers, and someone at your side as their questions arrive.
What owners tell us
- “The lender asked for a model and a data room.”
- “The investor meeting is in three weeks.”
- “Someone wants to buy in. I don’t know what my numbers will show them.”
Can your numbers answer these?
- Could you send a financial model, one an outsider can test?
- Do your accounts and your management numbers tell the same story?
- Can you show where the money goes, month by month, for the next two years?
- Is every number in your pack backed by a document you can produce?
- When they ask a question, is there one person who can answer it?
Where the answer is no, that is where we start.
What you get
- A financial model the other side can test.
- The finance documents for the data room.
- Answers to their questions, as they arrive.
- Whether the terms on the table are good: the range to aim for, and what each term gives you and costs you, in numbers.
- A senior finance person at the table for the company, who speaks the other side’s language.
The first step is a call.
Then we start on the pack, working back from the date they gave you. First we line up your numbers against what they will ask for.
A 30-minute intro call with Charif.