Package A, Investor-Ready Optimisation. The Investment Readiness Assessment; executive review of the project and sponsor; validation of the investment narrative, capital requirement, use of funds and existing financial model; consistency review across the information memorandum, teaser, pitch deck and supporting materials; targeted gap analysis; preliminary investor profiling; readiness recommendations; and a clear roadmap for the next phase. It is an optimisation and quality-assurance engagement, not a complete redevelopment programme.
Package B, Investor Readiness Development. The assessment; project, sponsor, sector and market review; detailed gap analysis; substantial improvement or partial reconstruction of the financial model; refinement of the capital requirement, funding structure and use of proceeds; and preparation or reworking of the information memorandum, pitch deck, teaser, executive summary, data-room structure, risk and assumptions register, preliminary investor Q and A, and capital-raising roadmap.
Package C, Investment Case Development. The assessment; global review of the project, sponsor, sector and competitive context; structuring of the business case and investment proposition; definition of the capital requirement, use of funds and funding strategy; development of assumptions, scenarios, sensitivities, risks and dependencies; construction of the financial model; and preparation of the information memorandum, investor pitch deck, teaser, executive summary, data-room structure, due-diligence request list, investor Q and A, and capital-readiness roadmap. What comes out is still subject to evidence, validation, due diligence and internal approval before it is presented to investors.