Strategy & Execution
Value-creation strategy and the hands-on execution behind it — financial modelling, investor documentation, fundraising support and turnaround analysis.
Image · Strategy & ExecutionStrategy, and the execution to deliver it
Matchpoint Partners pairs value-creation strategy with the hands-on work that delivers it. Our strategy and transformation practice sharpens the equity story and the numbers that drive value; our execution team then builds the financial model, writes the information memorandum and pitch deck, prepares the data room, maps investors and runs the process.
It is what 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, strategy 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.
- Strategy & transformation led by a senior partner.
- 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.
What we deliver
Explore each capability in detail.
01Three-Statement Financial Model →
An integrated model linking income statement, balance sheet and cash flow.
02DCF Valuation Model →
Discounted cash flow and multiple-based valuation to anchor your ask.
03LBO Model →
Leveraged buy-out modelling for sponsors, management and lenders.
04Project Finance Model →
Cash-flow models for infrastructure, real estate and energy projects.
05Real Estate Development Model →
Feasibility and development models for real estate schemes.
06Scenario & Sensitivity Analysis →
Base, upside and downside cases with clear sensitivity outputs.
0713-Week Cash Flow Model →
Short-term cash forecasting for stressed and turnaround situations.
08Operating & Budget Model →
Annual budgets and operating models for planning and board reporting.
09Information Memorandum (IM / CIM) →
The detailed confidential document that sells your business to investors.
10Investor Pitch Deck →
A sharp, investor-grade deck that tells the equity story.
11Investment Teaser / Blind Profile →
A short, anonymous profile that tests investor appetite.
12Business Plan →
A credible written plan that underpins the raise.
13Financial Projections →
Forward forecasts that support your valuation and funding ask.
14Investment Committee Memo →
The internal memo that gets a deal through IC.
15Data Room Preparation →
An organised, diligence-ready data room that avoids price chips.
16One-Page Investor Summary →
A single-page summary that opens the conversation.
17Capital Raising Strategy →
The plan for what to raise, from whom, and how.
18Investor Targeting & Mapping →
A curated, prioritised list of the right investors and lenders.
19Investor Outreach & Roadshow →
Running the outreach and roadshow to first meetings and term sheets.
20Capital Structure Advisory →
Designing the right blend of equity, debt and hybrid capital.
21Term Sheet Review & Negotiation →
Reviewing and negotiating the terms that decide the deal economics.
22Cap Table Advisory →
Modelling ownership, dilution and the waterfall across rounds.
23Fundraise Readiness Review →
A structured assessment of readiness to go to market.
24Business Valuation →
An independent, defensible valuation for a raise, sale or dispute.
25Financial Due Diligence Support →
Preparing for, or supporting, financial due diligence.
26Vendor Due Diligence Preparation →
Diligence on your own business before buyers arrive.
27Independent Business Review (IBR) →
The independent review lenders ask for in stressed situations.
28Lender Presentation & Bank Pack →
The pack that presents a borrower to banks and credit funds.
29Credit Memorandum →
The structured credit case for a lending decision.
30Working Capital Review →
Freeing trapped cash and forecasting the liquidity runway.
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.
Strategy, transformation & value-creation, led by our partners
Selected strategy, transformation and value-creation engagements led by Matchpoint partners across their careers.
7-year enterprise business plan and 10-year digital roadmap for a state water & electricity company; 120+ business cases and a 1,200-page regulatory submission securing AED 2bn+ in approved investment.
Built the first Value Creation Office and performance-management framework for a government-backed growth-equity fund.
Post-merger integration of 20+ products across 18 countries, delivering $22m of run-rate savings for a global healthcare-data leader.
Architected an asset-light, technology-enabled advisory operating model, scaling deal flow from AED 255m to AED 7.4bn.
Key-account planning and risk system integrating a £700bn loan-book through a major banking merger.
Strategy & Execution FAQs
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.
Ready to talk about strategy & execution?
Start a confidential conversation with a partner — from first call to final close.
