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Financial Consulting & Investor Readiness

Models, forecasts, valuations, and funding strategies — plus access to our network of private equity and private debt investors.

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Investor-Ready Financial Strategy

Professional financial consulting that prepares businesses for institutional capital

Financial Models

3-5 year forecasts, valuations, and scenario planning

Investor Network

Direct introductions to PE, debt funds, and family offices

Deal Support

From pitch deck to close, including due diligence coordination

We help businesses structure their finances, demonstrate value, and communicate effectively with investors and lenders. From financial models to investment decks, we prepare you to meet institutional and private capital with clarity and confidence.

Through our established network, we can introduce you to suitable private equity and private debt partners across Europe once your business meets investor-readiness standards.

What Changes With Professional Advisory

Common Challenges
  • No clear financial narrative for investors
  • Outdated or unrealistic forecasts
  • Unclear valuation and equity structure
  • Missing governance and financial controls
  • Don't know which investors to approach
  • Unprepared for due diligence requests
Our Approach
  • Build credible 3-5 year financial models
  • Perform DCF and market-based valuations
  • Design capital stack for equity/debt scenarios
  • Establish governance frameworks investors expect
  • Target introductions to aligned capital providers
  • Prepare data rooms and due diligence packs
Client Benefits
  • Credible positioning with institutional investors
  • Clear valuation grounded in defensible assumptions
  • Faster fundraising with prepared materials
  • Targeted outreach to aligned capital sources
  • Smooth due diligence with organized data
  • Post-deal support for covenant monitoring

What We Deliver

Planning & Strategy
  • Financial models and 3–5 year forecasts
  • Business plan development
  • Cash flow planning and liquidity management
  • Funding strategy and capital stack design
Valuation & Structuring
  • DCF and market-based valuations
  • Equity structuring and dilution modeling
  • Debt vs equity scenario analysis
  • Exit scenario planning
Investor Readiness
  • Investor deck preparation
  • Financial due diligence data packs
  • Data room setup and management
  • Presentation support for pitches
Ongoing Support
  • KPI design and reporting frameworks
  • Post-investment covenant monitoring
  • Governance setup for investment boards
  • Coordination with legal and tax advisors

Consulting Services

Project-based and retainer engagements

Financial Consulting & Investor Advisory

Scoped engagements tailored to your fundraising stage and business complexity


Financial Modeling

Forecasts, scenarios, and sensitivity analysis


Valuation Analysis

DCF, market comps, and equity structure design


Investor Materials

Decks, business plans, and data room preparation


Readiness Review

Gap analysis and preparation roadmap


Investor Introductions

Targeted outreach to PE, debt, and family offices


Due Diligence Support

Data room management and Q&A coordination


Post-Deal Advisory

Covenant monitoring and board reporting


Restructuring Support

Refinancing and exit scenario planning


Book Free Consultation

Discovery call to understand your objectives and provide tailored proposal

How We Work With You

We start by assessing your company's current position and investor-readiness level—reviewing accounts, governance, forecasts, and business model. Then, we prepare clear materials and align your financial strategy to match investor expectations.

Our Process:
  • Readiness assessment and gap analysis
  • Financial model build and validation
  • Valuation analysis with defensible assumptions
  • Investor materials preparation (deck, plan, data room)
  • Targeted introductions to capital providers
  • Due diligence coordination and Q&A support

Result: You approach investors with confidence, backed by credible financials and clear strategy. Through our network, we facilitate introductions to private equity funds, private debt providers, family offices, and alternative finance platforms.

Typical Engagement Timeline
  1. Week 1-2: Discovery, readiness assessment, and scope agreement
  2. Week 2-4: Financial model build, valuation analysis, and materials preparation
  3. Week 4-6: Investor materials refinement and data room setup
  4. Week 6+: Investor outreach, introductions, and presentation support
  5. During due diligence: Data room management, Q&A coordination, closing support

Timeline varies based on business complexity and existing financial infrastructure. Express preparation available for businesses with solid financial foundations.

Our Investor Network

Private Equity & Venture Capital
  • Growth capital providers
    Funds focused on scaling businesses with proven models
  • Early-stage investors
    Seed and Series A firms backing innovative companies
  • Buy-out specialists
    Funds partnering with management for transitions or exits
Private Debt & Alternative Finance
  • Private debt funds
    Senior and subordinated financing for growing businesses
  • Family offices
    Flexible capital providers with long-term perspectives
  • Alternative platforms
    Revenue-based financing and structured solutions
How Introductions Work

We make introductions only when your business profile and investment readiness align with their mandates. We are not brokers or agents—we prepare your company and facilitate connections, but you engage directly with investors for negotiations and closing.

What You'll Need to Provide

Financial Information
  • Historic financials
    Management accounts, audited statements (if available), key metrics
  • Current performance data
    Latest monthly/quarterly results, pipeline, and customer metrics
  • Existing forecasts or budgets
    Current planning documents (we'll rebuild as needed)
Business Context
  • Strategic objectives
    Growth plans, market positioning, competitive landscape
  • Funding requirements
    Capital needed, use of proceeds, timeline expectations
  • Existing documentation
    Business plans, investor materials, cap table (if available)

💡 Don't worry if documentation is incomplete—we'll work with what you have and build what's missing.

Common Questions

We maintain relationships with private equity and venture capital firms, private debt funds, family offices, and alternative finance platforms. We make introductions only when your business profile and investment readiness align with their mandates.

We are not brokers or agents. We prepare your company, materials, and financials to investor standards and make targeted introductions within our trusted network. You engage directly with investors for negotiations and closing.

Reliable financials, clear strategy, governance structure, forecast model, and transparent metrics. We perform a readiness review and fix gaps before any investor outreach.

Yes. We prepare discounted cash flow (DCF) and market-based valuations, model equity dilution, and design capital structures for both equity and debt scenarios.

Typically 2-6 weeks, depending on how much financial data, modeling, and documentation already exist. Once prepared, introductions and investor discussions can start immediately.

We typically charge fixed fees or monthly retainers for advisory work. Success fees can be discussed for complex transactions where we provide extensive deal support, but our primary engagement model is fee-for-service consulting.

We can continue supporting you with covenant monitoring, board reporting, KPI tracking, and investor communications. Many clients retain us on a monthly basis to maintain investor confidence through consistent reporting.

Yes. We work with businesses at all stages—from pre-revenue startups preparing seed materials to established companies raising growth capital or planning exits. Our approach scales to your stage and complexity.

Ready to Get Investor-Ready?

Let’s refine your financial model, align your strategy, and connect you to our network of capital providers.

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📞 +353 83 3898941 | ✉️ info@quantfinance.ie