A diligence pack
The financial schedules and supporting records a buyer or investor asks for, indexed so questions are answered from one place.
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Capital & Transaction Support
Prepare for funding, investor reporting and transactions with financial support at each stage.
Your next step
When the numbers are about to be examined
This work prepares the financial side of a raise or a transaction, and states plainly where another specialist takes over.
- You are preparing for debt or equity financing.
- You need investor reporting or support through an M&A transaction.
Capital and transaction support covers the financial preparation behind a debt or equity raise, investor and board reporting, and the finance side of an acquisition. The records and the model have to tie to each other and to what the business has reported, because someone outside the business will test them.
Service scope
Where we can help
Discuss your current setup and priorities with the team to find the scope that fits your business.
What the transaction needs is agreed with your team and, where there is one, the lead adviser on the deal. Cypher prepares the records, schedules and reporting; the terms of a deal and its legal work sit elsewhere.
- Where an independent valuation, a quality of earnings review or a legal opinion is needed, that comes from the specialist provider.
- Published client stories describe past work. They are not a projection of a raise, a valuation or a transaction outcome.
- Capital raise support (debt and equity financing)
- Investor, Board, VC, and PE reporting support
- M&A support, including due diligence, valuations, and post-transaction integration
The work itself
How the work runs
- Financial preparation for a raise: the records, schedules and model behind the numbers being presented.
- Diligence readiness and response, with the financial data organised so requests are answered from one set of records.
- Investor, board, VC and PE reporting produced from closed records rather than assembled for each conversation.
- Post-transaction accounting integration, where two sets of records have to be brought together.
What comes out of it
What the work produces
A model
The model behind the raise, tied to reported results, with the assumptions stated.
A reporting pack
The reporting used with investors and the board, prepared from closed records.
Client examples
Client examples
Each example describes work already delivered for that client, not a promise of the same result.
- MyPanda: Fundraising preparation →
The chart of accounts and a financial model covering multiple revenue streams and payment flows were rebuilt for fundraising.
- Travelsist: Financial model ahead of a raise →
The financial model was rebuilt as the business prepared to raise capital, giving the founder a clearer basis for investor conversations.
The wider finance function
Connected, not separate
Accounting, controllership, planning and CFO guidance support different needs. Explore the other areas of support as your priorities change.
Why Cypher →How it starts
Start with your business
A discovery call covers your challenges, goals and fit. A strategy call follows with recommended solutions and pricing.
See how Cypher works →Explore the experience and scope
Read our clients' stories and explore pricing based on your stage of growth, business model and transaction volume.
Let's talk about your finance needs
Tell us where your business is today and what you are working toward.
Contact Cypher →