Investment & Business Advisory
Business Valuation & Funding Strategy Advisory
USD 3,800 / month
A valuation you can defend, and a funding strategy that actually fits the business.
What we'll review
- Business valuation under relevant methodologies
- Funding options and their trade-offs
- Capital structure implications
- Timing and sequencing of a raise
Deliverables
- Business valuation report
- Funding strategy recommendation
- Capital structure summary
Engagement process
Six steps, start to deliverable
- 01SelectChoose the advisory package that matches your requirement.
- 02PayComplete payment for the monthly engagement.
- 03QuestionnaireComplete the secure client questionnaire.
- 04UploadUpload the supporting financial and commercial documents requested.
- 05ReviewVEXTERS conducts the advisory review.
- 06DeliverableReceive the agreed report, model, assessment or advisory output.
Important information
- Turnaround
- 15 business days from questionnaire and document submission.
- Renewal
- A monthly subscription that continues until you cancel. Nothing is charged automatically: seven days before each renewal we email the invoice, with reminders until it's due, and the next month begins when you pay it. Cancel any time from your client profile before the next month starts — the current month is not refunded.
- Exclusions
- Scope is limited to the review and deliverables stated on this page. Work outside that scope — additional entities, periods, or a materially changed brief — is agreed separately before it begins.
- Required documents
- Latest audited financial statements or management accounts
- Existing business plan, pitch materials or data room, if one exists
- Cap table and prior funding history, where relevant
This engagement is a decision-support tool. It does not constitute regulated investment advice, portfolio management or a guarantee of financing approval, and does not replace advice from an appropriately licensed capital-markets professional where one is required.
Related packages