Financial clarity for your next stage of growth.

What it covers

Finance Box supports valuation analysis for fundraising discussions, strategic planning, ownership transactions and potential capital events. The appropriate methodology depends on the purpose and nature of the engagement.

Who it is for

Founders and shareholders preparing for a fundraise, an ownership change or a strategic plan.

Typical deliverables

• Review of financial statements, revenue quality and margins
• EBITDA, cash flow, working capital and debt analysis
• Forecasts and comparable company benchmarks
• Sensitivity scenarios on key value drivers

What it covers

Finance Box can help assess IPO readiness, review financial reporting and management information, identify preparation gaps, organise financial schedules and coordinate workstreams with the company's appointed merchant banker, auditors, legal counsel and other advisers. The exact role depends on eligibility, engagement scope and applicable rules.

Who it is for

Growing companies evaluating an SME or Main Board listing.

Typical deliverables

• IPO readiness assessment
• Gap analysis across financial reporting and governance
• Organised financial schedules
• Workstream coordination with appointed advisers

What it covers

Support can include funding requirement assessment, use-of-proceeds planning, financial projections, valuation and dilution scenarios, investor information packs, lender presentations, due-diligence preparation and coordination with potential capital providers where appropriate and permitted.

Who it is for

Businesses planning an equity or debt raise and founders weighing their options.

Typical deliverables

• Funding requirement and use-of-proceeds plan
• Financial projections
• Valuation and dilution scenarios
• Investor information packs and lender presentations

What it covers

Support can include reviewing term-loan and working-capital requirements, cash-flow and repayment capacity, preparing lender information, comparing indicative terms such as pricing, tenure, security and covenants, and coordinating documentation with lenders and advisers.

Who it is for

Companies that need term loans or working capital and want terms that fit their cash flow.

Typical deliverables

• Borrowing need and repayment capacity review
• Lender information pack
• Comparison of indicative terms
• Documentation coordination with lenders

What it covers

Support can include budgets, rolling forecasts, margin analysis, working-capital reviews, cash-flow planning, break-even analysis, unit economics, KPI dashboards and management reporting improvements. Deliverables are agreed based on the business's needs.

Who it is for

Founders and management teams who want sharper financial control and clearer decisions.

Typical deliverables

• Budgets and rolling forecasts
• Margin, break-even and unit economics analysis
• Cash-flow and working-capital planning
• KPI dashboards and management reporting

What it covers

Finance Box can help organise historical financials, management accounts, debt and working-capital schedules, supporting documentation and data-room checklists, and prepare management teams for information requests. This does not replace independent audit, legal, tax or specialist due diligence unless separately agreed with appropriately qualified professionals.

Who it is for

Companies facing investor, lender or buyer due diligence.

Typical deliverables

• Organised historical financials and management accounts
• Debt and working-capital schedules
• Data-room checklist
• Management preparation for information requests