This service supports technology and deep-tech companies in preparing for capital raising or strategic transactions by developing the financial, strategic, and communication materials required for investor engagement and due diligence. It is designed to build a robust and credible investment case, ensuring that companies are equipped with high-quality, investor-ready documentation and a structured data environment. The service is particularly relevant for companies operating in sectors such as advanced manufacturing, robotics, climate technology, and energy systems, and is aimed at founders, CEOs, CFOs, and senior management teams preparing for growth capital or strategic transactions. Delivered over a typical period of 6 to 10 weeks, the service begins with the development or refinement of financial models and valuation frameworks in close collaboration with the management team. This is followed by the preparation of investor-facing materials, including pitch decks or information memoranda, developed through structured working sessions to ensure clarity, consistency, and alignment with the company’s strategic positioning. In the final phase, the service supports the structuring of a virtual data room and provides guidance throughout the investor engagement process, including the coordination of information flow and preparation for due diligence. Throughout the engagement, beneficiaries work closely with in-house corporate finance professionals, with the optional involvement of external specialists where required. Activities include financial modelling, valuation analysis, preparation and refinement of investor materials, structuring of data rooms using third-party platforms, and ongoing support during investor interactions. The service is delivered primarily through remote working sessions, with the option of on-site workshops, and involves continuous iteration and refinement of materials based on feedback. As a result, beneficiaries obtain a robust financial model, a well-defined valuation framework, high-quality investor-facing materials, and a structured data room, enabling effective engagement with investors and a smoother due diligence process.
Business model: Retainer + Success fee. Hourly rate: €150-250/hour. Success fee: 1-5% Discount: 10%.
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Is this the service you are looking for? If so, you can apply to the service through EIC ACCESS+! Eligible applicants can also get co-funding through the EIC ACCESS+ initiative. Find out more on the project webiste.
Receive up to €60,000 in grants, covering up to 50% of the costs, to access specialised services from the EIC Service Catalogue. Learn more on the EIC ACCESS+ website.