Funding & Advisory

Prepare for funding with a clearer financial story

The right funding conversation starts with a credible requirement, a realistic repayment story and information a provider can understand. We help you prepare the numbers and, where appropriate, connect with relevant specialists.

Funding & AdvisoryLive view
PerformanceClearerActual · Plan · Outlook
Margin Cash Outlook

When this helps

Growth or working-capital pressure is creating a funding need that must be defined properly.

What it can include

The right scope for the stage you are at.

The exact operating model should reflect your systems, team and priorities. A focused review defines what belongs in scope now and what can follow later.

  • Funding requirement and timing analysis
  • Forecasts and supporting management information
  • Scenario and repayment-capacity thinking
  • Information-pack preparation
  • Readiness review before approaching providers
  • Introductions to appropriate specialists where relevant

What changes

Finance information that earns its place in the business.

01

Define the real requirement

Understand how much is needed, when it is needed and what would change the answer.

02

Present a coherent case

Connect historic performance, forecasts, assumptions and the use of funds into one financial story.

03

Access relevant expertise

Where suitable, Scalehouse can facilitate introductions; products and advice remain the responsibility of the authorised provider.

How we work

Structured enough to deliver. Flexible enough to fit.

A clear starting process keeps the work grounded in how your business actually operates.

  1. 01

    Diagnose

    Clarify the commercial objective, cash requirement, timing and constraints.

  2. 02

    Prepare

    Build the forecasts, management information and supporting narrative.

  3. 03

    Connect

    Where appropriate, introduce relevant specialists and support the information process.

Finance review

Build the finance function your next stage needs.

Start with a focused conversation about where finance is holding the business back—and what better could look like.

Book a finance review