Raise Ready · fixed-fee packs from £2,000

Investor-ready in 7 days. Reviewed by a CFO who has raised £30M.

Your financial model, deck numbers and data room checklist, built fast with AI and stress-tested by a chartered CFO before an investor ever sees them.

Book a 20-minute call See pricing
£30M
Series B orchestrated (insurance MGA)
£1.6M
Series A finance workstream (insurance SaaS)
ICAEW
Chartered Accountant · Big Four (Deloitte), AIG

AI speed. CFO judgement.

AI tools can build a model in minutes. They can't answer an investor asking where your conversion rate comes from. This pack can.

  1. 01

    Tell us about the raise

    A one-hour intake form, read access to Xero and your key documents.

  2. 02

    AI builds the pack

    A tested model architecture, populated and checked: the balance sheet balances, cash ties to the bank.

  3. 03

    A CFO challenges it

    The assumptions that drive your valuation are stress-tested on a call with you.

  4. 04

    You raise with confidence

    Model, deck numbers, data room index and a signed CFO Review Memo.

Fixed fees. No commission on capital raised.

All prices ex VAT. 50% on signing, 50% on delivery.

Launch

Pre-revenue and SEIS/EIS rounds under £1m.

£2,000
  • 3-year monthly three-statement model
  • Hiring plan, use of funds, runway
  • 5 finance slides for your deck
  • Data room checklist
  • Review call + CFO Review Memo
  • Delivered in 5 working days
Start with Launch

Raise Ready

Most chosen

Revenue-stage seed to Series A, up to £5m.

£3,200
  • Everything in Launch, plus:
  • Unit economics: CAC, LTV, payback, cohorts
  • Three scenarios, actuals reconciled to Xero
  • Full finance section + KPI slide
  • Data room structure and gap report
  • 2 calls, 2 revision rounds · 7–10 days
Get Raise Ready

Diligence Ready

Series A+, or historicals that need work.

£5,000
  • Everything in Raise Ready, plus:
  • 24-month historical clean-up
  • Cap table and dilution waterfall
  • Valuation sense-check
  • Investor Q&A bank: top 30 DD questions
  • 60-minute mock investor grilling · 10–15 days
Go Diligence Ready

Add-ons: SEIS/EIS advance assurance financials £500 · post-meeting model refresh £400 · monthly investor update £750/month.

What clients say about working with Neil

“Neil was a brilliant leadership team member who got our Finance department into order… Thanks to Neil we were able to get a real grip over which initiatives across the company were adding value, and which were not. It was in no small part due to Neil that we grew from sub 5 million USD annual revenue to north of 10 million USD annual revenue under his watch.”
David Lloyd, CEO, The Intern Group

Questions

Is this an audit or a guarantee of the numbers?

No. It is a CFO review, not an assurance engagement. The Review Memo sets out what was reviewed, the key assumptions and what was not verified.

Will you introduce us to investors?

The pack prepares your materials. Investor introductions and success fees are not part of it.

What do you need from us?

About an hour on the intake form, read access to your accounting system, and your current deck if you have one.

Can you stay on after the pack?

Yes. Monthly investor updates or fractional CFO support through to close are available.

Raising in the next six months?

Book 20 minutes. We'll agree the right tier and a delivery date.

Book a call