Investment Readiness Support (IR)

Fix what diligence will find — before you sit down with investors.

Overview

The difference between a business that needs investment and one that attracts it is rarely the business. It is readiness. Investors — venture capital, private equity, development finance institutions, strategics — want the same things: clean financials, defensible governance, a legal structure that holds no surprises, and a story the numbers support.

We run the diagnostic, close the gaps, build the data room and prepare you for the conversation. By the time you pitch, the awkward questions have already been answered.

Scope

What we prepare

01

Readiness diagnostic

Gaps identified across financials, governance, legal structure and strategy.

02

Financial clean-up

Statement clean-up and restatement where required.

03

Data room

Financial, legal and operational documentation, structured and maintained.

04

Pitch deck

Narrative, structure and financial summary.

05

Financial model

Built for the round and presented to investors.

06

Cap table review

With pre-investment structuring advice.

07

Diligence preparation

Anticipating and managing the process end to end.

08

Term sheet review

In coordination with your legal counsel.

09

Investor mapping

VC, PE, DFI and strategic investors relevant to your sector and stage.

Who this is for

Built for these situations

  • High-growth startups and SMEs approaching a first institutional round
  • Established businesses seeking growth capital or private equity
  • Family-owned businesses considering partial divestment or succession
  • Companies that have been through a failed process and want to fix it
The Ozmo difference

Why clients keep this with us

We have sat on both sides of diligence. We know which gaps investors quietly price into a valuation, and which ones end the conversation altogether.

Not sure this is the right starting point?

Tell us where you are. We’ll come back within two business days with an honest read on your options.

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