Practice 07

Advisory & Execution

Hands-on financial modelling, investor documentation, fundraising support and turnaround analysis — the execution behind every raise and restructuring.

Advisory & ExecutionImage · Advisory & Execution
Overview

The execution behind every capital raise

Matchpoint Partners does the hands-on execution work behind a raise or a restructuring — building the financial model, writing the information memorandum and pitch deck, preparing the data room, mapping investors and running the process. It is the work a company in urgent need of capital, or in distress, needs done properly and fast.

Engaged on a retainer or per deliverable, we plug in as your corporate finance and modelling team across the UAE, GCC, India and the UK — whether you are raising equity or debt, preparing for diligence, or stabilising cash in a turnaround.

  • Retainer or per deliverable engagement.
  • Modelling: three-statement, DCF, LBO, project and 13-week cash flow.
  • Documents: IM, pitch deck, business plan, data room, credit and IC memos.
  • Fundraising: strategy, investor mapping, outreach, term-sheet and cap-table support.
Capabilities

What we deliver

Explore each capability in detail.

01

Three-Statement Financial Model →

An integrated model linking income statement, balance sheet and cash flow.

02

DCF & Valuation Model →

Discounted cash flow and multiple-based valuation to anchor your ask.

03

LBO Model →

Leveraged buy-out modelling for sponsors, management and lenders.

04

Project Finance Model →

Cash-flow models for infrastructure, real estate and energy projects.

05

Real Estate Development Model →

Feasibility and development models for real estate schemes.

06

Scenario & Sensitivity Analysis →

Base, upside and downside cases with clear sensitivity outputs.

07

13-Week Cash Flow Model →

Short-term cash forecasting for stressed and turnaround situations.

08

Operating & Budget Model →

Annual budgets and operating models for planning and board reporting.

09

Information Memorandum (IM / CIM) →

The detailed confidential document that sells your business to investors.

10

Investor Pitch Deck →

A sharp, investor-grade deck that tells the equity story.

11

Investment Teaser / Blind Profile →

A short, anonymous profile that tests investor appetite.

12

Business Plan →

A credible written plan that underpins the raise.

13

Financial Projections →

Forward forecasts that support your valuation and funding ask.

14

Investment Committee Memo →

The internal memo that gets a deal through IC.

15

Data Room Preparation →

An organised, diligence-ready data room that avoids price chips.

16

One-Page Investor Summary →

A single-page summary that opens the conversation.

17

Capital Raising Strategy →

The plan for what to raise, from whom, and how.

18

Investor Targeting & Mapping →

A curated, prioritised list of the right investors and lenders.

19

Investor Outreach & Roadshow →

Running the outreach and roadshow to first meetings and term sheets.

20

Capital Structure Advisory →

Designing the right blend of equity, debt and hybrid capital.

21

Term Sheet Review & Negotiation →

Reviewing and negotiating the terms that decide the deal economics.

22

Cap Table Advisory →

Modelling ownership, dilution and the waterfall across rounds.

23

Fundraise Readiness Review →

A candid check of whether you are ready to go to market.

24

Business Valuation →

An independent, defensible valuation for a raise, sale or dispute.

25

Financial Due Diligence Support →

Preparing for, or supporting, financial due diligence.

26

Vendor Due Diligence Preparation →

Diligence on your own business before buyers arrive.

27

Independent Business Review (IBR) →

The independent review lenders ask for in stressed situations.

28

Lender Presentation & Bank Pack →

The pack that presents a borrower to banks and credit funds.

29

Credit Memorandum →

The structured credit case for a lending decision.

30

Working Capital & Cash Flow Review →

Freeing trapped cash and forecasting the liquidity runway.

How we engage

Retainer or per deliverable, senior-led throughout

Bring in institutional-grade corporate finance capability without hiring a team — on a monthly retainer or a fixed scope per deliverable.

Monthly retainer

A partner and modelling team on call across an entire raise, restructuring or transaction.

Per deliverable

A fixed-scope model, information memorandum, pitch deck or data room, priced and delivered to a deadline.

Full fundraise process

From strategy and investor mapping through outreach, roadshow and term-sheet negotiation to close.

Turnaround & lender support

13-week cash flow, independent business review, lender presentations and refinancing support for stressed situations.

Investor-grade standard

Every model and document built to survive institutional diligence, not to look good in a first meeting.

UAE, GCC, India & UK

Cross-border capability from our Business Bay, Dubai base across every market we advise on.

Questions, answered

Advisory & Execution FAQs

The hands-on work behind a raise or restructuring: financial modelling (three-statement, DCF, LBO, project finance, 13-week cash flow), investor documentation (information memorandum, pitch deck, business plan, data room), fundraising support (strategy, investor mapping, outreach, term-sheet and cap-table advisory) and transaction or turnaround support (valuation, due-diligence prep, IBR, lender packs).

Yes. These services are delivered on a monthly retainer or per deliverable, so a company that needs a model, an IM or a full fundraising process can bring in senior corporate finance capability without hiring a team.

Founders, promoters, developers and management teams that need capital and need the modelling, documentation and process done to an institutional standard — including businesses under time or liquidity pressure.

Matchpoint works primarily on a success fee, with a modest retainer to cover execution. Fees are agreed in writing up front and scaled to the size and complexity of the transaction — with no hidden costs.

Most mandates reach a first term sheet within 30 days, depending on diligence readiness and structure; closing follows once terms are agreed.

A short, confidential scoping call and NDA; we structure the requirement and prepare materials, then run a competitive process across our 5,000+ investor and lender relationships, and negotiate to close — with a partner leading at every step.

Ready to talk about advisory & execution?

Start a confidential conversation with a partner — from first call to final close.

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