PE fundraising requires a different set of materials than VC. PE firms run structured processes with formal due diligence. Every document they receive signals something about the quality of the management team and their advisors. These are the materials that open doors — and keep them open.
01
Confidential Information Memorandum (CIM)
The primary document provided to PE investors — company overview, market position, management team, 3–5 years historical financials with EBITDA normalisation, and 3–5 year financial projections. Structured to answer the questions PE investment teams ask, in the format they expect.
02
Management Presentation
A 40–60 slide deep-dive presentation for management meetings with shortlisted PE investors — covering the business model, competitive position, growth strategy, management team, and financial highlights. Structured so management can present clearly and handle Q&A from PE investment professionals.
03
Integrated Financial Model + LBO Analysis
Fully integrated 3-statement model with EBITDA normalisation, working capital analysis, capex schedule, and 3–5 year projections. An LBO model showing investor returns (IRR and MOIC) under different leverage structures, entry multiples, and exit assumptions. Built to Big 4 due diligence standards.
04
Data Room Organisation
Structured virtual data room covering corporate documents, shareholder agreements, contracts, IP and regulatory licences, financial statements, management accounts, and HR records. Organised in the structure PE firms expect — so that financial, legal, and commercial due diligence runs efficiently.
05
Teaser / One-Page
A one-page anonymised summary (teaser) used to approach PE investors before they sign an NDA — covering industry, geography, financial highlights, and transaction rationale. The document that determines whether a PE firm will take the meeting.
06
Process Management
Investor targeting and outreach, NDA management, process letter coordination, management presentation scheduling, due diligence management, bid letter review, and term sheet support. Full process management so the management team stays focused on running the business.