What Funders Want to See
Whether you are approaching a bank, an alternative lender, or private investors, the core information required is broadly similar. Having it ready before you start conversations, rather than assembling it under pressure once a deal is agreed, speeds everything up.
- A business plan explaining the deal rationale, the target and your plans for it
- Historic and forecast financials for the target, including sensitivities
- Details of available security, both business assets and personal where relevant
- Your own personal financial statement and evidence of available equity
- Details of your relevant experience and, where used, any management team
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3 more sections, plus the readiness assessment, targeting workbook, deal structure builder and diligence room.