Project · 2–6 weeks
Financial Model
A clean, owner-friendly three-statement model you can drive yourself. Three tiers by complexity.
Flagship project30 daysFixed fee
Investor Ready in 30 Days
Institutional-grade model, valuation and materials.
For businesses approaching an equity raise, debt raise or refinancing. One workstream, one set of assumptions, four documents that agree with each other.
What this is
A raise should not stall because the model, the deck and the diligence pack tell three different stories. Here they are built together, off one set of assumptions, so you walk into the room knowing the numbers reconcile and the logic behind them can be defended.
Fixed scope, fixed fee, agreed before anything starts. If your underlying records will not yet support diligence-standard work, you will hear that on the first call rather than thirty days later.
At a glance
- Fee
- Fixed, scoped to the raise
- Duration
- 30 days
- Best when
- Going to market in 30–120 days
- Core output
- Model · Valuation · Deck · IM · Investor target list
- Also
- Data room · Cap table · Investor Q&A
- After delivery
- Q&A during the raise is available through Investor Outreach & Raise Support or the Fractional Finance Department retainer.
- Revisions
- Revisions until you are happy to send it, for up to 30 days after delivery
How it runs
The shape of the work.
- Days 1–5
Diagnostic and drivers
What you are raising, from whom, and against what numbers. We map the business model and agree the story the financials have to carry.
- Days 4–14
The Financial Model
Three statements, monthly, driver-based, with sensitivities and returns analysis. Includes a 3–5 year forecast so an analyst can follow it without ringing you.
- Days 14–18
Valuation and returns
DCF, comparables and precedent transactions, run off the live model. Sensitivities on the two or three assumptions that actually carry the value.
- Days 14–24
Deck, summary and data room
The investor deck, information memorandum, or credit memo for a debt raise — the one-pager for warm intros, and a data room built to diligence standard.
- Days 25–30
Revisions, target list and final walkthrough
We keep working it until you are happy to send it, and hand over the researched investor target list. Then a walkthrough where we sit on the investor's side of the table and ask the awkward questions first.
- After delivery
Q&A on the delivered materials
Investors come back in week six, not week one. While the raise is live, questions about the delivered model, valuation and investor materials come to us instead of onto your plate. Contact-level investor research, pipeline coordination and ongoing campaign support sit in the separate Investor Outreach & Raise Support engagement.
What you get
Everything delivered, listed.
One engagement, one fee, one set of assumptions behind all of it.
- Three-statement financial model with sensitivities and returns analysis
- Multi-method valuation — DCF, comparables, precedent transactions, working shown
- Investor deck, or a credit memo for a debt raise
- One-page executive summary for warm introductions
- Sources and uses, plus a cap table showing what the round does to ownership
- Investor Q&A pack — the questions they will actually ask, answered in advance
- Management presentation script to go with the deck
- Data room built and indexed to diligence standard
- Investor target list — researched firms matched to your sector, stage, geography and typical investment size
- Revisions until you are happy to send it, for up to 30 days after delivery
- Q&A during the raise is available through Investor Outreach & Raise Support or the Fractional Finance Department retainer.
Add grant funding: research fee waived when bundled →
- Fee
- Fixed, scoped to the raise
- Duration
- 30 days
- Best when
- Going to market in 30–120 days
- Core output
- Model · Valuation · Deck · IM · Investor target list
- Also
- Data room · Cap table · Investor Q&A
- After delivery
- Q&A during the raise is available through Investor Outreach & Raise Support or the Fractional Finance Department retainer.
“We were readying ourselves to raise £4m and knew our financials, budgets, forecasts and management accounts were not yet where investors and banks would expect. Tom rebuilt our model, tightened our unit economics and KPIs and assisted in preparing an investor pack that has been well received and stood up to diligence questions. He is commercial, quick, clear and effective. … I would happily recommend Compass & Ledger to any founder preparing for a fundraise.”
Outreach preparation
Ready to go to market, not just ready to present.
Outreach message pack
Introductory email, forwardable introduction request and follow-up templates.
Fundraising tracker
Contacts, conversation status, feedback, next action and owner.
Launch plan
Approach sequence, responsibilities and timing.
These help you launch an organised fundraising process. Contact-level research, tailored outreach support and ongoing campaign management are available through the separate Investor Outreach & Raise Support engagement. Investor Outreach & Raise Support →
Ready to approach investors? We can stay involved.
Once your materials are ready, we can help you research suitable investors, prepare tailored outreach, organise follow-ups and manage the information needed as conversations progress.
Explore Investor Outreach & Raise SupportIncluded capabilities
What this engagement is built from.
Each capability has its own page — the method, the output format and the standard it is held to.
Capability
Financial models
Three-statement, monthly, driver-based. Built so an analyst can follow it without ringing you.
CapabilityValuation & returns analysis
DCF, LBO, comparables and returns waterfalls, built the way the other side builds them.
CapabilityInvestor decks & executive summaries
The deck, the one-pager and the Q&A pack — one narrative, backed by the model.
CapabilityData rooms & diligence readiness
Structured, indexed, complete before the first request list lands.
Common questions
Asked before every one of these.
Can I buy just the model, or just the deck?
Yes — the model, the valuation and the investor materials are all priced standalone. If you need two or more, this is the cheaper route, and the documents will agree with each other.
What support is included after delivery?
Q&A during the raise is available through Investor Outreach & Raise Support or the Fractional Finance Department retainer.
Do you guarantee I will raise the money?
No, and anyone who does is selling you something. What we can say is that the materials will not be the reason you don't — the numbers tie, the valuation has working behind it, and you will have been asked the hard questions before an investor asks them.
Do you make investor introductions?
We build a prioritised target investor list and make initial introductions. Where there is a genuine fit, we may also introduce you to investors in our own network. We do not guarantee meetings, investor access or funding.
Is thirty days realistic if my records are messy?
Often, yes. We can build the model, the valuation and the pitch from the records you have, and tighten the underlying numbers along the way. If the records will not support diligence-standard work, we will say so on the first call and point you to the 60-Day Finance Reset first.
Who does the work?
The Compass & Ledger team: senior, hands-on, and in the room.
Other engagements
If this is not the right starting point.
Ongoing · Monthly retainer
Fractional Finance Department
Your finance function, led by a CFO: bookkeeping, close, reporting and cash forecasting.
Project · 60 days
The 60-Day Finance Reset
For books that will not yet support a 30-day turnaround. Rebuilt from the ground up.
Ongoing · Monthly engagement
Investor Outreach & Raise Support
Investor research, tailored outreach and pipeline coordination for a live raise.
Next step
Twenty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.