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Growth & Advisory

Raising Finance

From asset finance and CBILS-successor schemes to equity rounds — we sit on your side of the table.

Who this is for

Profitable, growing businesses raising £100k–£5m of debt, or businesses raising seed / Series A equity. We are particularly useful where the founder has not raised before.

Overview

Banks and investors are not your friends. They are your counterparties.

Raising finance is a sales process, and the buyer (the lender or investor) does it for a living. Most owners do it once or twice in their career. The asymmetry shows up in the term sheet.

We sit on your side of the table from the day you start thinking about it. We help you decide how much to raise and from whom, build the pack and the model the lender or investor will actually want, run the process, and pressure-test the term sheet line by line. Critically: we have raised finance for our own businesses, so we know what the questions actually mean.

Scope

What's included.

Everything below is part of the standard engagement. We'll tell you up front if your situation needs anything outside this — there are no surprises.

  • Funding strategy — debt vs equity vs hybrid, scale, timing, source

  • Information memorandum / lender pack preparation

  • Three-statement financial model with sensitivities (lender / investor grade)

  • Lender and investor introductions through our network

  • Process management — calls, follow-ups, due diligence response

  • Term sheet review and negotiation support

  • Post-deal integration — covenant tracking, reporting requirements, drawdown discipline

How it works

A predictable, four-step engagement.

01

Strategy

How much, what for, debt or equity, what's realistic given your stage and metrics.

02

Pack

Information memorandum, financial model, supporting analyses — to the standard the funder expects.

03

Approach

We introduce, run the process, manage Q&A, pace the timeline.

04

Close

Term sheet review, legal coordination, drawdown, post-deal reporting setup.

FAQ

Frequently asked questions

Do you take a percentage of the funds raised?

We work on a fixed engagement fee plus a smaller success fee — structured so our incentives are aligned with you, not with closing any deal at any cost. We will quote up front before we start.

What types of finance do you handle?

Term debt, asset finance, invoice finance, RCFs, mezzanine, growth capital, EIS / SEIS equity, VC equity, and the British Business Bank schemes (Recovery Loan Scheme and successors). We are not transaction-specific specialists in every category, but we know who is and we will route appropriately.

Can you handle the full equity raise process?

Yes for seed and Series A in the UK. Beyond Series A, equity rounds typically need a corporate finance house — and we will tell you when and introduce you to one.

Related: explore the full growth & advisory suite —All growth & advisory

Talk to us about raising finance.

Quick conversation, no commitment. We'll tell you honestly whether this is the right service for where you are.