Creating Investor-grade Financial Materials

We Turn Financial Clarity Into Financial Value

When you’re in front of investors, your financial materials need to do more than inform — they need to persuade. The quality of your financial reporting directly impacts how your company is valued.

We build investor-grade financial materials that show strength, transparency, and strategic command. Whether you’re preparing for a capital raise, sale, or board presentation, we ensure your numbers tell a story investors can trust — and reward.

Our work delivers:

• Executive-ready financial decks and investor data rooms
• Detailed financial models with assumptions, sensitivities, and scenarios
• Historical and projected P&L, balance sheet, and cash flow statements
• KPI dashboards and performance metrics tied to enterprise value drivers
• Supporting commentary that connects financial results to strategic execution

Investment-grade reporting doesn’t just meet expectations — it creates them. It strengthens credibility, supports higher valuations, and shortens diligence cycles.

We know what sophisticated investors look for and how to position your business to inspire confidence and command attention.

Put your best story forward — with materials that stand up to scrutiny, build trust, and create value long before the deal closes.

Case Study

Industry / Context: Founder-owned media and publishing business preparing for sale

Challenge
A long-standing privately owned media company was hit by a serious misappropriation of assets, which undermined both internal trust and external credibility. The founder and board lacked audit-quality reporting, formal budgeting, and transparent add-backs. External investors and potential buyers were hesitant given the lack of packaged, polished financial materials. The company needed investor-grade financial reporting and narrative to support a high-value sale.

What We Did
We took the lead in preparing the company’s financial story for market. Our work included:

• Investigated and documented the misappropriation, quantified related add-backs, and built a clean adjustment layer for normalized EBITDA
• Reconstructed historical financials, established formal budgets and forecasts, and set up monthly reporting ready for investor review
• Developed investor-ready financial decks, data-room documentation, and supporting commentary linking operations, strategy, and financial performance
• Built detailed financial models with scenario analysis and sensitivities to present upside potential to buyers
• Educated the founder and leadership team on how to frame value drivers, report performance, and speak confidently with investors or buyers

Result
The company’s reporting and financial materials elevated to a market-ready level. Diligence proceeded smoothly, with minimal buyer adjustments and higher confidence in the numbers. The business sold at approximately a 12× EBITDA multiple, delivering exceptional value for the founder. The investor-grade materials were key to unlocking that outcome.