Investment Readiness &
Capital Strategy

Institutional-grade financial preparation that helps you raise capital with confidence and close rounds faster.

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Get funded, faster

The difference between a successful raise and a stalled one is rarely the idea — it’s the financials. Investors and lenders need to see numbers they can trust, models they can stress-test, and a team that understands their own unit economics.

SIMA Global prepares your organisation for capital with the same rigour that institutional investors expect. We build the financial story that opens doors and withstands due diligence.

£50M+
Capital raised for clients
85%
Due-diligence pass rate
60%
Faster close vs. average
3–5
Term sheets per raise

What’s Included

Financial Model Build & Audit

Three-statement models with integrated assumptions, sensitivity analysis, and scenario planning built to institutional standards.

Investor Deck Financial Narrative

We craft the financial story within your pitch deck — the numbers that make investors lean forward.

Due-Diligence Preparation

A comprehensive data room with financial statements, projections, cap table, and supporting documentation ready before investors ask.

Valuation Analysis

DCF, comparable, and precedent transaction analysis to establish a defensible valuation range.

Term-Sheet Advisory

Independent guidance on term-sheet negotiations to protect founder economics and governance rights.

Grant & Development Finance

For NGOs and social enterprises — financial frameworks that satisfy donor reporting and unlock grant funding.

The Process

Week 1: Capital Strategy Session

We assess your funding requirements, ideal investor profile, timeline, and current financial readiness.

Weeks 2–4: Model & Materials

Financial model build, valuation analysis, deck narrative, and data room preparation.

Week 5–6: Stress Testing

We pressure-test every assumption, run due-diligence simulations, and refine until bulletproof.

Ongoing: Raise Support

Optional support through the active raise — investor Q&A prep, model updates, and term-sheet review.

Investment
From £8,000
project fee (typical range £8K–£25K)

Scope-dependent. Includes financial model, data room, and valuation. Ongoing raise support priced separately.

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Is This Right For You?

Ready to get started?

Book a free 30-minute discovery call and we’ll assess whether this is the right service for your organisation.

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