Investment Planning

Investment Planning

Investment decisions backed by analysis and financial growth.

We help businesses and investors prepare for their next stage of growth by combining financial analysis, financial modelling and investor-ready documentation.

INVESTMENT PLANNING VERTIGO GROUP
01 Analysis
02 Model
03 Investment

From financial rationale to investor-ready documentation.


Financial assessment of an investment project

We assess the investment requirement, the company's financial position, growth potential and the economic viability of the project, helping ensure investment decisions are based on structured and verifiable data.

01

Investment case development

We develop the financial and business rationale for an investment decision, assessing funding requirements, expected returns and the key risks involved.

02

Financial modelling

We build revenue, cost and cash flow forecasts, together with different growth and financing scenarios.

03

Investment project assessment

We analyse project profitability, cash flow, key assumptions, risks and potential investment returns.

04

Company financial assessment

We assess financial performance, KPIs, capital structure and financial outlook before raising investment or external financing.


A financial model that supports the investment case

A professionally prepared financial model helps investors and management understand future financial performance, cash flow and the impact of different business and growth scenarios.

REVENUE ↗
COSTS ↘
CASH FLOW →
ROI / KPI +

Investment proposals and investor documentation

We help businesses prepare for fundraising and structure financial information so that it is clear and relevant to potential investors.

01

Investment materials

Preparation of investment memoranda, financial summaries, presentations and supporting documentation.

02

Investor data room

Structuring financial, tax, legal and commercial information for the investor due diligence process.

03

Due diligence preparation

Preliminary review of the company's financial information, liabilities, tax position and key risks.

04

Financial information review

Independent review of financial information and identification of key inconsistencies before an investment or financing process.


Financing structure and investment scenarios

We assess different financing and business development scenarios, helping you understand how the selected approach may affect financial stability and future growth.

01 Funding requirements
02 Capital structure
03 Growth scenarios
04 Risk and sensitivity analysis
INVESTMENT PLANNING

Prepare your business for its next stage of growth

Get in touch with Vertigo Group to discuss your investment project, financial model or preparation for investor fundraising.

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