Project · 2–6 weeks
The Operating Model
A clean, owner-friendly three-statement model you can drive yourself. Three tiers by complexity.
Flagship project30 daysFixed fee
Investor Ready in 30 Days
Institutional-grade model, valuation and materials.
For businesses approaching an equity raise, debt raise or refinancing. One workstream, one set of assumptions, four documents that agree with each other.
What this is
A raise should not stall because the model, the deck and the diligence pack tell three different stories. Here they are built together, off one set of assumptions, so you walk into the room knowing the numbers reconcile and the logic behind them can be defended.
Fixed scope, fixed fee, agreed before anything starts. If your underlying records will not yet support diligence-standard work, you will hear that on the first call rather than thirty days later.
At a glance
- Fee
- Fixed, scoped to the raise
- Duration
- 30 days
- Best when
- Going to market in 30–120 days
- Core output
- Model · Valuation · Deck · IM
- Also
- Data room · Cap table · Investor Q&A
- After delivery
- Support during the raise
- Revisions
- Uncapped
How it runs
The shape of the work.
- Days 1–5
Diagnostic and drivers
What you are raising, from whom, and against what numbers. We map the business model and agree the story the financials have to carry.
- Days 4–14
The Financial Model
Three statements, monthly, driver-based, with sensitivities and returns analysis. Includes a 3–5 year forecast so an analyst can follow it without ringing you.
- Days 14–18
Valuation and returns
DCF, comparables and precedent transactions, run off the live model. Sensitivities on the two or three assumptions that actually carry the value.
- Days 14–24
Deck, summary and data room
The investor deck, information memorandum, or credit memo for a debt raise — the one-pager for warm intros, and a data room built to diligence standard.
- Days 25–30
Revisions and rehearsal
We keep working it until you are happy to send it, then a walkthrough where we sit on the investor's side of the table and ask the awkward questions first.
- After delivery
Q&A and general support during the raise
Investors come back in week six, not week one. While the raise is live, model and valuation questions — and the ad-hoc support that keeps the round moving — come to us instead of onto your plate.
What you get
Everything delivered, listed.
One engagement, one fee, one set of assumptions behind all of it.
- Three-statement financial model with sensitivities and returns analysis
- Multi-method valuation — DCF, comparables, precedent transactions, working shown
- Investor deck, or a credit memo for a debt raise
- One-page executive summary for warm introductions
- Sources and uses, plus a cap table showing what the round does to ownership
- Investor Q&A pack — the questions they will actually ask, answered in advance
- Management presentation script to go with the deck
- Data room built and indexed to diligence standard
- Investor update template for once the money is in
- Revisions until you are happy to send it
- Rehearsal call before your first investor meeting
- Investor Q&A and general support during the raise
- Fee
- Fixed, scoped to the raise
- Duration
- 30 days
- Best when
- Going to market in 30–120 days
- Core output
- Model · Valuation · Deck · IM
- Also
- Data room · Cap table · Investor Q&A
- After delivery
- Support during the raise
Included capabilities
What this engagement is built from.
Each capability has its own page — the method, the output format and the standard it is held to.
Capability
Financial models
Three-statement, monthly, driver-based. Built so an analyst can follow it without ringing you.
CapabilityValuation & returns analysis
DCF, LBO, comparables and returns waterfalls, built the way the other side builds them.
CapabilityInvestor decks & executive summaries
The deck, the one-pager and the Q&A pack — one narrative, backed by the model.
CapabilityData rooms & diligence readiness
Structured, indexed, complete before the first request list lands.
Common questions
Asked before every one of these.
Can I buy just the model, or just the deck?
Yes — the model, the valuation and the investor materials are all priced standalone. If you need two or more, this is the cheaper route, and the documents will agree with each other.
How long does the support after delivery last?
We stay available for Q&A and general support while the raise is live — not limited to a fixed number of days. After the round, most owners either move onto the retainer or go quiet until the next one. Both are fine.
Do you guarantee I will raise the money?
No, and anyone who does is selling you something. What we can say is that the materials will not be the reason you don't — the numbers tie, the valuation has working behind it, and you will have been asked the hard questions before an investor asks them.
Do you make investor introductions?
Yes — where there is a genuine fit, we are happy to make introductions from the team's own black book. We will also pressure-test the list you already have and get you ready for the meetings you land.
Is thirty days realistic if my records are messy?
Yes. The books do not need to be clean before we start — we can still build the model, the valuation and the pitch from what you have, and tighten the underlying numbers along the way.
Who does the work?
The Compass & Ledger team — senior, hands-on, and in the room. Not an offshore modelling team, not a template with your logo on it.
Other engagements
If this is not the right starting point.
Next step
Thirty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.