What investors will actually inspect, where your company honestly stands, and how to close the gaps in the right order — so you approach capital once, prepared, rather than repeatedly, hopefully.
Individually certified by the CPD Certification Service.
Succevment · Member No. 22858
Certificate of completion · 20 CPD Hours
Course Overview
Most companies do not fail to raise because the business is bad — they fail because the business is unassessable. This course converts every investor expectation into evidence your company can produce.
You baseline your company honestly against the same Five Pillars an assessor uses, sequence the gaps by what actually blocks the raise, build the evidence pillar by pillar, assemble the deal pack before anyone asks — and run the raise from readiness rather than need.
Worksheets chain daily on your own company. By Friday, you leave with a complete, prioritised readiness roadmap: baseline, gap sequence, evidence plan, data room index, and raise runbook.
Learning Outcomes
Explain what investors actually inspect — the Five Readiness Pillars and the evidence standard behind each — and why most funding failures are readiness failures.
Establish an honest readiness baseline for your own company, pillar by pillar, using observable evidence rather than self-belief.
Sequence the gaps into a prioritised readiness roadmap — cheapest decisive fix first, gate-blockers before polish — with owners and dates.
Build the evidence investors will test: reliable numbers, documented operations, reduced key-person risk, demand proof, and a clean deal pack.
Prepare and run the raise itself — the story, the data room, valuation expectations, owner alignment, and surviving diligence without surprises.
Signature Framework
Five stages, run left to right across the week — building to the same Five Pillars and four-level Scale an assessor uses. The measuring stick and the build standard are the same object.
An honest self-assessment against the Five Pillars and the Scale — your company's true grades, evidenced, without flattery.
Gaps ranked by the gate rule: raise-blockers first, cheapest decisive fixes before expensive cosmetic ones — every gap with an owner and a date.
Pillar by pillar: governance that functions, numbers that reconcile, operations that survive the holiday test, demand proven with cohorts.
The deal pack assembled before anyone asks: data room, story that matches the documents, valuation anchored to comparables, owners aligned in writing.
Running the raise: whom to approach and in what order, managing diligence without surprises, negotiating from readiness rather than need.
Course Agenda
Each day pairs teaching and real-company examples with a workshop applied directly to the delegate's own business.
What diligence actually inspects; the Five Pillars and the Scale from the operator's side; why self-assessment flatters and how to stop it — through a thriving F&B group whose "obviously fundable" business grades 1–2 on almost every pillar.
Minimum governance that functions (not theatre); reliable, reconcilable accounts at SME scale; the reconciliation walk; cash discipline — building the two pillars investors check first.
The holiday test from the builder's side; documenting what only people know; succession beneath the founder; process evidence that scales — a company that runs when the founder doesn't.
The demand hierarchy; cohorts, retention, and repeat purchase as produced evidence; decomposing your own growth before diligence does; concentration and platform dependence.
The data room built before anyone asks; the story that matches the documents; valuation without fantasy; owner alignment; running the process — then the capstone: a full Readiness Build Path for a family hospitality group nine months from its raise.
Who It's For
Certification
This course is certified by the CPD Certification Service (Succevment — Member No. 22858). Delegates who complete the five-day programme receive a certificate of completion carrying the CPD Certified logo, evidencing 20 hours of structured continuing professional development.
Assessment combines daily worksheets on the delegate's own company, three workshops, a defended capstone, and a knowledge test with a 70% pass mark.
CPD Certification Service · Member No. 22858
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