For Investors & Portfolio Companies
Finance you can rely on across your portfolio.
We work with VCs, PE funds and angel investors who need dependable numbers from their portfolio companies, especially those operating across the UK and Europe.
Before the deal
Finance readiness reviews, data room preparation and support with due diligence questions.
The first 100 days
A finance plan after the deal: reporting cadence, KPIs, close timetable, covenants and cash visibility.
Ongoing
Monthly finance delivered by our team, with board packs and investor reporting you can compare across companies.
How we work with investors
- One point of contact across your portfolio companies
- A finance readiness check before you invest, or in the first month after
- The same reporting pack and KPIs across companies, so you can compare them
- Early warning on cash, covenants and compliance, not surprises at quarter-end
- Confidential, with scope and fees agreed up front
Why investors bring us in
- Experience in FTSE 100, listed and PE-backed groups
- Cash flow and covenant management as standard
- On the ground in the UK, Poland, Czechia and the Netherlands, with hands-on experience in Spain, Denmark, Finland and the US
- Monika leads every engagement personally, and brings in a vetted specialist team as the work grows
- Fully insured, including professional indemnity
Ready for your next stage?
Projects from €4,500 / £3,900 · Monthly finance from €3,500 / £3,000