From your first capital raise to scaling globally and preparing for exit, our integrated advisory, fundraising, and growth services give your business the lift it needs to soar higher, faster, and further.
We create a tailored funding and financial strategy designed to give your company the capital it needs to scale while protecting your ownership and positioning you for long-term success.
Capital Assessment – Review your current capital structure, funding needs, and long-term goals to ensure alignment between strategy and growth ambitions.
Funding Options – Advise on the most suitable capital sources for your stage and sector, including equity, convertibles, venture debt, grants, and blended approaches.
Financial Modelling – Build and maintain dynamic 5 year forecast models with tailored assumptions, multiple scenarios, sensitivity testing, and clear assumptions to guide investor conversations.
Timing & Valuation – Map out your fundraising timeline to optimise valuation, investor appetite, and reduce the risk of raising under pressure.
Cap Table & Dilution – Structure share classes, manage option pools, and model dilution scenarios to protect founder and key stakeholder interests.
Future Planning – Position your business for strategic M&A, IPO, or other liquidity events by aligning structure, performance targets, and investor relations from day one.
We make sure your company is truly investor-ready — strategically, operationally, and commercially — before you go to market.
Investment Readiness Assessment – Conduct a structured assessment to score and rate the business across key investor criteria, identifying strengths, weaknesses, and gaps. Use these insights to refine and strengthen the overall proposition before approaching the market.
Business & Market Positioning – Analyse your current market position, target audience, competitive landscape, and unique value proposition to ensure clear differentiation.
Operational Readiness – Review business model, processes, and resource alignment to ensure you can deliver on growth plans.
Financial Preparation – Assess historic and forecast financials, revenue models, and cost structures to ensure credibility and scalability.
Management & Team Review – Evaluate leadership capabilities, team structure, and governance to build investor confidence.
Go-to-Market & Growth Strategy – Develop a clear roadmap from product-market fit to scalable sales and marketing execution.
Proposition Development – Craft an investable story that blends your vision, traction, and market opportunity into a compelling pitch.
Deal Structuring – Advise on valuation, equity allocation, and investor terms aligned with your growth objectives.
Risk Identification – Highlight and address potential concerns to minimise investor pushback and strengthen your negotiation position.
We prepare professional, investor-grade materials and a fully organised data room to maximise credibility and speed up due diligence.
Pitch Deck Development – Create a compelling, visually aligned investor deck (both introductory and full deck presentations) that tells your story, showcases traction, and highlights the opportunity.
Teasers & One-Pagers – Produce concise, high-impact summaries for quick investor engagement.
Business Plan & Investment Memorandum – Develop detailed documents covering market opportunity, strategy, financials, and growth plans.
Financial Model Presentation – Provide clear, investor-friendly, and detailed financials with tailored assumptions, projections, staffing, cost calculations, capex, financial statements, use of funds breakdown, scenario analysis, returns and exits, valuation (with cap table integrated), as well as visual data to plug into your presentation material.
Market & Competitive Landscape – Deliver research and benchmarking to validate market opportunity, define TAM/SAM/SOM, and position your business strategically against competitors.
Traction & PMF – Present metrics, client/user data, and proof of early demand to demonstrate market validation.
Go-to-Market & Growth – Build an investor-ready roadmap showing your ICPs, market entry strategy, and scaling plans.
Team & Hiring Roadmaps – Highlight the capabilities of your core team with bios and an optimised hiring plan for scaling.
Product Overview – Document product functionality, key differentiators, and the roadmap for future development.
Deal Terms – Prepare draft term sheets and supporting legal documents to accelerate negotiations.
Data Room Structuring – Set up and organise a secure, comprehensive repository of key documents — including legal, financial, operational, IP, and compliance files.
Due Diligence Support – Anticipate investor questions, prepare responses, and ensure all documentation is ready for a smooth review process.
Brand Consistency – Align all materials to your visual identity and tone of voice to reinforce professionalism and trust.
We take the lead in identifying, engaging, and converting the right investors for your business — managing the process end-to-end to save you time and maximise results.
Investor Targeting & Criteria Definition – Define ideal investor profiles by sector, stage, cheque size, geography, tax relief eligibility, and investment style.
Investor Sourcing – Identify and profile compatible angels, VCs, family offices, strategic investors, and acquirers from both our network and broader databases (LinkedIn, Crunchbase, Pitchbook, and more).
Allocation & Ticket Size Planning – Strategically map ticket sizes and allocations to meet funding goals.
Outreach Strategy – Craft personalised messaging and sequencing for cold outreach, warm introductions, and follow-up communications.
Investor CRM Setup & Tracking – Implement a pipeline management system to track status, interactions, and progress with potential investors.
Warm Introductions – Facilitate direct introductions to high-fit investors and strategic partners.
Meeting Preparation & Support – Coach you on pitching, prepare briefing materials, and join calls when beneficial.
Deal Structuring Advice – Advise on term sheets, investment structures (equity, convertible instruments, venture debt), and valuation scenarios.
Due Diligence Liaison – Coordinate investor Q&A, requests, and document submissions to keep momentum.
Negotiation Support – Assist in securing investor commitments and closing transactions.
Securing investment is just the start — we ensure you maintain investor confidence, deliver on commitments, and position your company for the next stage of growth.
Investor Communication Framework – Create a structured, repeatable system for investor updates (monthly, quarterly, or milestone-based).
Performance Reporting – Develop clear, data-driven reports covering KPIs, financial performance, product updates, and strategic milestones.
Milestone Tracking – Maintain a shared log of deliverables and progress against the agreed business plan and raise objectives.
Capital Allocation Oversight – Advise on the deployment of funds to align with growth targets and investor expectations.
Board & Shareholder Updates – Prepare packs for board meetings and shareholder communications to ensure transparency.
Post-Raise Investor Engagement – Keep investors engaged with opportunities for follow-on funding, strategic partnerships, and introductions from their networks.
Preparation for Future Rounds – Identify key proof points to build before the next raise, ensuring readiness when you return to market.
Crisis & Contingency Support – Provide guidance in navigating challenges that could impact investor confidence or business trajectory.
We help you scale efficiently, align your operations with your growth ambitions, and maximise long-term enterprise value.
Growth Roadmap Development – Build a strategic plan from current stage to exit, covering market expansion, revenue growth (RevOps), and operational scaling.
Go-to-Market Execution Support – Refine ICPs, launch campaigns, and optimise acquisition channels for measurable traction.
Organisational Design & Team Scaling – Create hiring plans aligned with growth needs, define role responsibilities, and optimise team structure.
Operational Process Optimisation – Improve workflows, systems, and processes to increase efficiency and reduce costs.
KPI & OKR Implementation – Define and track the metrics that matter most to scaling successfully.
Partnership & Channel Strategy – Identify and secure strategic partnerships to accelerate reach and distribution.
Revenue Diversification Strategies – Explore additional monetisation paths to strengthen resilience.
Exit Strategy Alignment – Ensure operational and commercial decisions support your long-term exit or liquidity goals.
We’ll let you know when the first version of Soar’s SaaS is ready
The Soar App is Coming Soon
Designed to give you back time to grow your business.
