Strategy & Execution

Fundraise Readiness Review

A structured assessment of readiness to go to market.

Fundraise Readiness ReviewImage · Fundraise Readiness Review
Overview

A fundraise readiness review identifies gaps in the story, model, materials, data room and metrics before investor diligence begins.

As part of our Strategy & Execution practice, Matchpoint Partners has originated and led $2+ billion of transactions across four continents, and every strategy & execution mandate is led by a partner, from first call to close.

How Matchpoint helps

Our role on fundraise readiness review mandates

  • Story, model and materials assessment
  • Data-room and metrics gap analysis
  • Prioritised fix list before going to market
  • Readiness recommendation with stated gaps
Track record

Select transactions

Representative strategy & execution mandates led by Matchpoint partners.

Impact · PE
$400m

Ethical / Shariah-compliant private equity fund placement.

PE Fund Placement · Global
Real Estate · PE
€220m

PBSA & commercial real estate PE fund — restructuring + placement.

Restructuring + Placement · Europe
Healthcare · PE
$125m

Healthcare-focused private equity fund (AIF) placement.

PE Fund Placement · Asia
Clean Tech · PE
€100m

PE fund placement alongside the Dutch government.

PE Fund Placement · Europe
Questions, answered

Fundraise Readiness Review — frequently asked questions

A structured assessment covering the equity story, financial model, investor materials, data room and metrics, with a prioritised list of what to address first.

Before approaching investors. Addressing gaps in advance is more efficient than discovering them during investor diligence.

Two connected things: value-creation strategy and transformation (sharpening the equity story, operating and margin improvement, transaction readiness), and the hands-on execution 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 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 strategy input, 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 strategy, modelling, documentation and process done to an institutional standard — including businesses under time or liquidity pressure.

Engagements ordinarily combine a retainer with a success fee. Terms are agreed in writing before work begins and calibrated to the mandate’s size, scope and complexity.

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.

Matchpoint Partners is based in the UAE and runs cross-border mandates across the UAE, KSA, India and the UK, with active deal activity in wider Europe, Singapore and the United States.

Matchpoint undertakes corporate finance, financing, M&A and fund-placement mandates from USD 5m upwards, subject to mandate fit, diligence, applicable regulation, capacity and a written engagement. The partner team has originated and led $2+ billion of transactions.

Use the enquiry form, email contact@matchpoint-partners.com, or call/WhatsApp +971 52 345 1119. Every mandate is led by a partner from the very first conversation.

Yes. Confidential information is handled under the engagement terms and any applicable non-disclosure agreement.

Interested in fundraise readiness review?

Tell us your requirement and a partner will respond personally.

Capital-readiness decision

Is my company ready to approach institutional investors or lenders?

Readiness means the capital request, evidence and decision process are coherent before outreach. Test the amount and use of funds, financial model, valuation or debt capacity, governance, ownership, management case, data room, diligence gaps and investor or lender fit. A readiness review should produce a prioritised remediation list and a clear decision on when to begin the market process.

01

Who this route fits

Companies, sponsors and fund managers that need a factual readiness diagnosis before a formal capital process.

02

Decisions before outreach

Proceed, remediate or change route; evidence gaps; model and valuation; target criteria; sequencing; and accountable owners.

03

What to prepare

Current materials, financial model, historical information, ownership, governance, use of funds, target list and known diligence issues.

Qualification. Readiness work is scoped separately; Matchpoint undertakes subsequent capital mandates from USD 5m upwards, subject to the published criteria.

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