Strategy & Capital
Preparing for Investment
In Action
Investor engagement
Managed the entire fundraising journey — from pitch strategy to deal execution and post-funding communication.
Capital structuring
Balanced equity, convertible debt, and EIS/SEIS registration to maximise investor appeal and tax efficiency.
Data and process readiness
Established a credible data room, improved internal controls, and maintained reporting discipline throughout.
Financial modelling and scenario planning
Built a dynamic, investor-grade forecast incorporating risk sensitivities and strategic scenarios.
Stakeholder alignment
Worked across founders, advisors, and legal teams to build consensus around complex trade-offs.
Strategic storytelling
Transformed commercial ambition into a compelling investor narrative that drove commitment.
Preparing for Investment
Leading a successful multi-million pound raise.
Built the case, shaped the story, and secured the capital. (£20m)
Challenge
We were entering a critical phase of growth — new products were in development, and the ambitions were bold. But realising them required capital. The challenge wasn’t just raising funds — it was telling a credible story to investors, managing risk perceptions, and aligning multiple stakeholders on both sides of the table. We were targeting VCs, angels, and institutions with a mixed funding structure that included both equity and convertible debt, so clarity, control, and confidence were essential.
Approach
I led the financial modelling from the ground up — not just a headline forecast, but a dynamic model with scenario planning, assumptions clearly mapped, and investor-focused outputs. I established the data room and tightened financial controls to ensure our materials stood up to scrutiny. Alongside this, I worked closely with the CEO to craft the pitch deck — translating strategy into a story that would resonate with investors.
To strengthen the appeal to early-stage investors and improve tax efficiency, I also coordinated the company’s EIS and SEIS registrations, working with advisors to secure advance assurance. This provided investors with the confidence that qualifying tax reliefs would be available, reducing perceived risk and increasing potential returns.
I was on the front line of investor conversations, fielding questions around risk, burn, valuation, and long-term return. There were complex decisions to navigate, including founder dilution and the terms of the convertible notes. I worked closely with legal and advisory teams to ensure the structure was both funder-friendly and future-proof. In parallel, I also structured a multi-year trading finance facility to support working capital — giving us the operational flexibility to manage supplier terms, production cycles, and liquidity needs while scaling. Post-raise, I stayed actively involved, attending monthly board meetings and maintaining investor confidence through clear, consistent reporting.
Impact
Secured a multi-million pound funding round through a strategic mix of equity and convertible debt.
Achieved advance assurance under both EIS and SEIS schemes, strengthening investor confidence and improving tax efficiency.
Created the models, data room, and reporting frameworks that underpinned due diligence.
Successfully built and delivered the financial and strategic pitch to a range of investor types.
Structured a multi-year trading finance facility to support operational liquidity and commercial flexibility.
Enabled new product development and positioned the business for its next stage of scale.
Helped align internal and external stakeholders through a period of intense scrutiny and change.
Laid the foundations for a planned five-year exit strategy, aligning structure, capital, and ambition.
