Give investors a clear picture of your business and its potential.
You are preparing a funding round, an acquisition or a refinancing. CGPH Banque d’affaires turns your operating plan and financial assumptions into a coherent business plan, model and investor presentation, tailored to the people making the decision.
What does your next discussion require?
Raise equity
Explain the market opportunity, business progress, funding requirement and use of funds through a clear investment story and supporting financial model.
Finance an investment or refinancing
Show how operating cash flows, investment needs and repayment capacity connect in a plan that lenders and private-debt investors can assess.
Prepare an acquisition or sale
Present the company, its business plan and the transaction rationale in materials aligned with the priorities of buyers, sellers and capital providers.
One coherent set of decision materials
- Business plan and financial modelConnect the operating plan with revenue and cost assumptions, profit and loss, cash flow and balance-sheet projections, including scenarios and sensitivities.
- Teaser, pitch deck and memorandumAdapt the executive summary, teaser, pitch deck and information memorandum to the transaction and the intended investor or lender audience.
- An organized data roomCreate the document index, coordinate the supporting information and keep the materials consistent with the figures and assumptions used in the model.
Financial substance behind the presentation
CGPH works with management to build, review and explain the assumptions behind the business plan. We test the model against different operating scenarios and connect the analysis with the transaction’s funding needs.
Accountants and auditors verify historical figures where required, while qualified legal and tax advisers address the matters covered by their expertise. We coordinate their input with the company’s financial and commercial narrative.
Prepare the right materials for the next transaction
The dossier follows the decision you are preparing. Founder advisory connects the materials with a funding roadmap; M&A advisory connects them with the acquisition or sale process.
Start with your project and your audience
Tell us what you are preparing, who will review the plan and the timetable. Our first discussion focuses on the materials, financial work and supporting information your project requires.
Your questions
- Which materials can the engagement cover?
- The scope can include an executive summary, business plan, integrated financial model, teaser, pitch deck, information memorandum and data-room index. We define the relevant set around your transaction and audience.
- How do you build the financial projections?
- We work from management’s operating plan, historical figures and documented assumptions. Scenarios and sensitivities show how changes in activity, costs or investment affect cash needs and performance.
- How are the materials adapted to different investors?
- We tailor the emphasis to venture capital, private equity, debt investors, lenders or strategic buyers, keeping the figures, assumptions and business plan consistent across the documents.