Securing investment requires more than a good idea, it requires a compelling, well-structured case that can withstand rigorous investor scrutiny. Our IPPO service is a consultancy offering designed to help you develop and refine the materials you will use to present your business to prospective investors.

Working closely with your team, we can assist with:

• Reviewing and stress-testing your business proposition against typical investor criteria
• Developing financial models and forecasts to support your funding narrative
• Preparing and refining pitch decks and business plans that clearly articulate your value proposition
• Providing market context and insight to help you position your business effectively

This is a business consulting service. The outputs, pitch decks, financial models, business plans, are your materials, prepared to your instructions. We do not advise you on whether to raise capital, how much to raise, or on what terms. Those decisions rest with you and your professional advisers.

Understanding which investors are the right fit for your business is one of the most valuable steps in any fundraising process. Our SIIE service provides structured research and intelligence to help you build a targeted, informed approach to investor outreach.

We conduct in-depth research to identify investors whose investment criteria, sector focus, and deal history align with your business profile. Our deliverables include:

• Curated, targeted investor lists tailored to your funding stage and sector
• Detailed investor profiles covering investment criteria, typical deal sizes, and portfolio history
• Actionable intelligence to help you prioritise and sequence your outreach
• Providing competitive landscape insight to help you understand how your business is perceived by prospective investors

This is a research and information service. We identify and profile potential investors for you, the outreach, relationship-building, and any investment discussions are conducted directly by you.

Knowing which investors to approach is only half the battle. For most businesses, the harder challenge is finding the time and bandwidth to actually reach them. When no one in your team is employed for that purpose, proactive investor outreach is often the first priority to slip.

Our IIOS service exists to close that gap. Building on the targeted investor lists developed through our SIIE service, we conduct direct, professional outreach to prospective investors on your behalf, opening the door to a conversation about potential funding or investment. Our deliverables include:

• Personalised outreach to prospective investors, crafted to reflect your vision and funding requirements
• Honest, compelling communication that represents your business accurately and professionally
• Prompt handoff to your team the moment a prospective investor confirms genuine interest
• Timely follow-up with non-responsive investors to maximise engagement across your target list

Our role begins and ends with the introduction. We do not manage investor relationships, conduct negotiations, or advise on the terms of any investment. The moment interest is confirmed, the conversation is yours. We do the heavy lifting and hard yards required to generate initial interest, freeing your team to focus on your core responsibilities.