What investors actually look at
A UK consumer brand fundraise is won and lost on three pages of the data room. The first is the historical P&L, reconciled to bank, with contribution margin by channel and by SKU. The second is the unit economics page: CAC, payback, LTV, contribution margin per order, return rate, and the operating leverage assumption that gets the brand to profit. The third is the forecast model, integrated through the balance sheet and the cash flow, with sensitivity around the two or three assumptions the round depends on.
Everything else — the deck, the narrative, the team page, the market sizing — gets a brand into the meeting. The three pages above decide whether the meeting becomes a term sheet. Fundraise readiness is the discipline of making those three pages defensible before the first investor sees them.
The six-week shape
- Week 1 — Diagnostic. Full access. Reconciliation of last three years where available. Honest read on whether the brand is ready to raise, and on what timeline.
- Week 2 — Unit economics rebuild. CAC, LTV, payback, contribution margin by SKU and channel. Cohort retention. Returns priced into the maths.
- Week 3 — Integrated three-year model. P&L, cash flow, balance sheet, KPI build. Driver-based, editable by the founder. Sensitivities on the assumptions the round actually rests on.
- Week 4 — Narrative. Deck reviewed against ten current consumer-brand pitches. The story told in the order an investor wants to hear it.
- Week 5 — Data room. Indexed to the standard request list: historicals, model, contracts, IP, capitalisation table, due diligence Q&A.
- Week 6 — Q&A bank and rehearsal. The forty questions the brand will be asked. The answers, with the numbers behind them. Two live rehearsals with the founder.
What we will not do
We will not take a commission on capital raised. We will not push a round that should not happen. We will not disguise unit economics that do not work. The output of week one is sometimes "wait six months, fix these three things, come back". That is the right answer when it is the right answer.
Price
Fixed-price project fee, payable in three tranches against milestones. £18,000 for a brand with clean historicals and a focused round (typically SEIS / EIS / pre-seed up to £1.5m). £25,000 for a Seed or early Series A through roughly £5m. £35,000 for a Series A through roughly £10m or where the financials need material reconstruction.