Equity Readiness

Prepare your company before you raise funds or bring in partners.

Equity decisions should not be made casually. Before raising funds, admitting investors, issuing shares or restructuring ownership, founders need clarity on shareholding, control, valuation assumptions, dilution and commercial direction.

The Advisory Scope

What equity readiness actually covers.

01

What is equity readiness

Equity readiness is the work done before a company raises funds, brings in shareholders or restructures ownership — so that founders enter the conversation with a clear position.

02

Why founders need it

Equity decisions cannot be reversed easily. Without preparation, founders risk dilution, loss of control or commercial terms that constrain the business for years.

03

What we review

We review current shareholding, founder positions, agreements in place, prior commitments, valuation assumptions and how the company tells its commercial story.

04

Cap table and shareholding planning

We help structure a clean, defensible cap table — modelling dilution scenarios, share class implications and the impact of incoming partners or investors.

05

Investor readiness checklist

We prepare the company across financials, governance, documentation and narrative so that conversations with investors are credible and structured.

06

Funding strategy and commercial preparation

We help compare funding routes — equity, debt, hybrid or strategic — and align them with the company's stage and growth plan.

07

What this service does not cover

We do not provide stock trading advice, securities recommendation or regulated public fundraising advice. Where regulated activity is required, we refer to licensed parties.

Deliverables

What you walk away with.

A clean shareholding picture, a defensible cap table, an investor pack ready for serious conversations and a funding strategy your management team can act on.

  • Shareholding structure review
  • Cap table summary
  • Founder equity discussion
  • Investor readiness checklist
  • Funding strategy comparison
  • Financial model coordination
Compliance Disclaimer

This service does not constitute regulated investment advice, securities recommendation, stock market advice or public fundraising advice. Any regulated activity must be referred to properly licensed or authorised parties where applicable.