Get your business ready to be backed.
For businesses preparing to raise money or apply for larger financing. We help you get the plan, the numbers and the materials in order first.
What we help with.
Business plans
A plan a lender or investor can follow: the opportunity, the model, the risks and what the money is for.
Financial preparation
Statements, projections and the assumptions behind them, prepared properly and consistently.
Investor materials
Your deck and data room reviewed before you send them, so the first impression is the right one.
How an engagement works.
- 1
Discovery
We learn your business, where you're headed and what you're preparing for.
- 2
Readiness review
We review your plan, numbers and materials and tell you plainly what's missing.
- 3
Preparation
We work through the gaps with you, piece by piece, until it's ready.
Is it right for you?
- You're planning to raise moneyFrom investors, partners or a larger lender.
- Your numbers aren't ready to shareOr you're not sure what a reviewer will ask for.
- You want an outside viewBefore your plan goes in front of the people who decide.
FAQ
Do you find investors for me?
No. Advisory is about preparation: getting your plan, numbers and materials ready. We don't solicit investors on your behalf.
Do I need to be applying for financing through PHB?
No. Advisory is available whether or not you finance through PHB.
How long does it take?
It depends on where you're starting from. After the readiness review, we'll give you a clear plan and timeline.
Start with a conversation.
Tell us what you're preparing for, and we'll tell you how we can help.
