Phase 7 · Scale · Sustain · Expand · From Traction to Legacy
Private Equity & Strategic Investment Readiness
Private equity does not invest in potential. It invests in evidence — evidence of a model that works, a team that can execute, and a business that will compound its value under pressure.
Private equity and strategic investment readiness is the preparation work that transforms a strong business into a fundable business — one that can withstand institutional due diligence, demonstrate a credible growth case, and attract the calibre of capital partner that will actually accelerate the next phase of growth. We prepare the commercial narrative, the financial model, the management information, and the governance structures that PE and strategic investors require.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The founder approaching PE for the first time and underestimating what is required
The business is genuinely strong. But PE due diligence operates at a level of rigour that most owner-managed businesses have never experienced — and the gaps between 'strong business' and 'investment-ready business' are significant and specific.
Scenario 2
The management team that has been through one failed fundraise and cannot understand why
Investors passed but the feedback was vague. The business model is sound, the revenue is growing, and the team is capable. The investment readiness work was not done — and that is what the investors saw.
Scenario 3
The business with strong EBITDA but weak management information
The financial performance is compelling but the management accounts, board reporting, and KPI infrastructure do not give investors the visibility they need to model the business with confidence. The numbers are there — the systems that produce them consistently are not.
The Impact It Creates
The Moment You Will Feel the Difference.
Business positioned to attract and withstand institutional investor scrutiny
Commercial narrative that compresses the time from first meeting to term sheet
Management information infrastructure that satisfies PE reporting requirements
Valuation positioned at the premium end of the range through pre-process preparation
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Investment readiness assessment and gap analysis
- Information memorandum design and preparation
- Three-year financial model with scenario analysis
- Management information and board reporting upgrade
- Governance and compliance preparation
- Investor targeting strategy and approach sequencing
The Outcome
Where You Will Be on the Other Side.
The business enters the fundraising process as a genuinely investment-ready proposition — with the narrative, the numbers, the governance, and the management information that give institutional investors the confidence to commit.
Primary Focus
Preparing a business to attract institutional private equity or strategic investment through rigorous commercial and operational readiness work.
KPI Measurement
- Investor meetings secured from outreach
- Due diligence completion rate without material issues
- Valuation achieved vs initial expectation
- Time from first investor meeting to term sheet
- Capital raised vs target
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£250K+ in scale-readiness, governance maturity, and expansion clarity
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£1M – £10M in expansion velocity, new-market revenue, and capital readiness
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£5M – £50M in scale outcomes, M&A optionality, and leadership-capability uplift
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£25M+ in enterprise value created, capital events optimised, and legacy structures built
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“The difference between a business that gets funded and one that does not is rarely the quality of the underlying business. It is the quality of the preparation. We close that gap before you enter the room.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 7