Investment Readiness Review
Find the weaknesses before investors or strategic buyers do.
A focused application of the Commercial Opportunity Sprint for projects preparing to engage capital. Assess the investment proposition before approaching investors, strategic buyers or offtakers, or while those conversations are still at an early stage.
What it is
A direct, commercially focused view.
Does your deck, funding strategy and investment proposition stand up to serious investor scrutiny?
The review identifies where the funding story holds together, where it does not and what should be addressed before those weaknesses stall a live process.
Who it is for
Critical-mineral, energy and infrastructure companies.
- Preparing to raise capital
- Entering early investor discussions
- Reassessing an unsuccessful funding process
- Unsure whether the funding ask matches the project stage
- Seeking an experienced external view before approaching the market
What is reviewed
The complete investment proposition.
- Investor presentation and supporting project materials
- Funding requirement, proposed use of funds and financing strategy
- Alignment between the funding ask and the project’s development stage
- Consistency between the project narrative, numbers and commercial proposition
- Gaps or weaknesses likely to delay or undermine investor diligence
- Clarity and credibility of the overall investment case
What you receive
Clear findings. Practical priorities.
A focused 3–5-page written assessment covering what works, what does not yet hold up, the questions investors are likely to ask and the priorities for strengthening the proposition.
The review also includes a management call to discuss the findings and recommended next steps.
Five business daysFrom receipt of the agreed materials and initial management discussion
Direct involvementConducted personally by Nuno G. Rodrigues
Independent and confidentialConfidentiality arrangements can be completed before materials are shared
Defined scope
Focused on the investment case.
The review does not include financial modelling, technical due diligence, preparation or rewriting of investor materials, investor introductions, capital raising or ongoing advisory support. These can be scoped separately where appropriate.
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