Walmer Group

Service · Investment Readiness

Preparation for funding conversations, not investment advice

We help ambitious businesses prepare for funding conversations by strengthening strategy, narrative, and financial detail. Our role is to make sure you are well-positioned, credible, and informed. We do not provide investment advice or introduce you to investors.

Speak to a specialist
£3k–£7.5k
fixed-fee engagements
Non-contingent
no commission, no success fee
Preparatory
strategy, narrative, forecasts

Preparation, not pitching

Investment readiness means your business can set out its strategy, innovation, financial position, and growth plans clearly, long before any formal funding discussions begin.

It is not pitching or fundraising. It is preparation: understanding how your business will be perceived, what questions you will be asked, and whether your data and narrative stand up to scrutiny.

Strong investment readiness benefits a business whether or not it ultimately pursues external capital.

Speak to a specialist

Who this is for

  • Founders preparing for a future funding round
  • CFOs who want clarity before engaging external advisers
  • Scale-ups moving on from grants or R&D funding
  • Businesses exploring multiple funding routes
  • Leadership teams wanting an objective, external view

Our process

A structured, strategic approach

We work with founders and leadership teams on growth strategy and funding preparedness, so the detail holds up under scrutiny.

Stage I

Strategic review

We assess your business model, growth plans, and funding objectives to see where readiness support may add value.

Stage II

Narrative and positioning

We help you set out your business story, covering innovation, traction and long-term strategy, so it is coherent and credible.

Stage III

Financial clarity

We review and sense-check financial forecasts, assumptions, and funding scenarios for consistency and realism.

Stage IV

Readiness insights

We highlight gaps, risks, and opportunities so you can make informed decisions about next steps.

Fixed-fee, non-contingent, fully scoped

We do not offer success-based or commission-based pricing for this service.

£3,000 – £7,500

Depending on scope. All fees are:

  • Agreed upfront
  • Non-contingent
  • Aligned to defined deliverables
Speak to a Specialist

Important regulatory notice (FCA-safe)

Walmer Group provides strategic and preparatory support only. We do not provide investment advice, credit advice, or arrange lending products. Any introductions are made on a non-advisory basis to independent third-party lenders.