Choose Your Investor Challenge. We Provide the FCA Solution
Begin with your situation, not our services. Match your immediate priority to one of our defined packages.
The Decision Flow
📄 Narrative & Story Gap Analysis
We review your investor materials and identify where your equity story lacks clarity, evidence, or compelling narrative flow for institutional investors.
⚖️ Compliance & Regulatory Review
Assessment of your FCA and regulatory readiness, identifying gaps that could delay or complicate a fundraise or investor outreach.
🎯 Investor Targeting Fit
Mapping of your business against UK and European investor mandates to identify which institutional segments are most likely to engage.
🗺️ 90-Day Action Plan
A prioritised, step-by-step roadmap addressing identified gaps, with clear recommendations for Foundation or Access Sprint packages if needed.
The 2-Week Diagnostic Process
1️⃣ Week 1: Discovery & Analysis
Initial consultation, document review, and preliminary gap analysis against institutional investor criteria.
2️⃣ Day 8: Interim Findings
30-minute call to discuss initial observations and request any additional information.
3️⃣ Week 2: Synthesis & Recommendations
Final analysis, investor targeting mapping, and roadmap development.
4️⃣ Day 14: Delivery & Strategy Session
60-minute session to walk through the complete assessment report and 90-day action plan.
Who This Assessment Is For
Companies Exploring Capital Options
You’re considering a fundraise in the next 6-12 months but aren’t sure if you’re investor-ready or what type of capital to pursue.
Listed Firms Seeking UK/EU Investors
Your stock trades on an exchange but you lack visibility with UK and European institutional investors and need a targeted outreach strategy.
Management Teams Wanting Validation
You have an investor narrative but want independent, FCA-authorised validation before approaching serious capital sources.
Investment: £2,500 (Credited Toward Packages)
The assessment fee is fully credited toward any subsequent Foundation Package or Access Sprint Package engagement within 90 days.
What you receive:
- Comprehensive 20-30 page assessment report
- Investor targeting matrix with priority segments
- 90-day prioritized action plan
- Two consultation calls (discovery + delivery)
- Package recommendations with scope outline
FAQs: Investor Readiness Assessment
Everything You Need to Know
This is a structured diagnostic delivering a written report and actionable roadmap. Free consultations are exploratory; this assessment is analytical and deliverable-based.
Typically: investor presentations, financial summaries, business plans, existing research coverage, and any regulatory disclosures. We provide a complete checklist.
Yes. Our assessment is particularly valuable for non-UK companies seeking to understand their appeal to UK and European institutional investors.
The roadmap will outline specific steps to achieve readiness, which may include internal work before engaging our packages. There’s always a clear path forward.
Ready to Start With Clarity?
Book your assessment today and receive your investor readiness roadmap in 2 weeks.