Chartered Insurance Institute · Chartered Institute for Securities & Investment · London

Service 01

Investability Assessment — an investor readiness assessment

Due diligence on your business, to find out whether it is ready for investment.

Discretion. Integrity. Diligence.

DiscretionPrivate information remains private. Nothing shared without your permission. Opportunities held for a private, trusted few.

IntegrityHonest advice. Straight answers. Nothing hidden.

DiligenceEvery detail checked. Every party verified. Both sides protected.

An investment readiness assessment for UK founders and business owners. It is due diligence: a deep check of your business, commercially, financially and legally, to find out whether it is ready for investment.

WHAT WE LOOK AT

COMMERCIAL. Your business model, market and competitors, key customers and suppliers, key people and growth plans.

FINANCIAL. Trading history, accounts, debts, cash flow, forecasts, and what the money is for.

LEGAL. Ownership and structure, contracts, employment, disputes, intellectual property and insurance.

WHAT YOU RECEIVE

A clear picture of what an investor will focus on, and a list of what to address first.

WHEN TO USE IT

Before you approach investors. Capital raise preparation starts here: getting investor readiness UK in place first. Raising capital for a small business? The raise itself is handled by authorised partners.

HOW WE WORK WITH YOU

Discretion: what you share stays with us.

Integrity: every point is stated plainly.

Diligence: we check your business as a buyer or investor would.

The first step

Every engagement starts with an application.

We take on work only where we can make a difference. The application tells us what you want to achieve, by when, and how this fits your wider plans.

Apply to work with us →

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