Services
Strategic capital preparation in three phases.
A financing project needs more than a clear objective. Company information, financial data, assumptions and documentation must form a coherent picture that professional counterparties can understand and examine.
Zumsteg Consulting structures this preparation across three connected phases. We assess the current position, organise the relevant information, develop investor-ready documentation and prepare the organisational and communication processes required for external discussions.
Our service model
- 01 Strategy and project structure The current position, the objective, and the organisational basis of the mandate.
- 02 Documentation and review readiness Investor-ready material, and preparation for the review that follows.
- 03 Go-live and communication Alignment for the external communication phase, and support while it runs.
Phase 01
Strategy and project structure
Objective
Establish a strategic, organisational and informational basis solid enough to carry the rest of the mandate.
Current position and objective
- The current position of the company and the project
- The objective of the mandate
- Financing context and capital requirement
- Intended use of funds
- Company and project structure
- Existing financing and any restrictions attached to it
State of the information
- Review of the information and documents already available
- Legal and organisational foundations
- Annual accounts, current figures and planning
- Identification of information and documentation gaps
- Assessment of the existing company, project and communication structures
Project and process foundation
- Core positioning and communication structure
- Project organisation and the working structure of the mandate
- A CRM basis and pipeline built for this project
- Status tracking and follow-up logic
- Communication processes and documentation of the next steps
Result A structured basis of information, project logic and process on which the documentation work can build.
Phase 02
Documentation and review readiness
Objective
Structure the company and project information so that it forms a professional basis for external discussions and closer review.
Substantive basis
- Company information
- Project information
- Relevant financial and key-figure information
- Equity story
- A consistent storyline
Documents
- Pitch deck
- Executive summary
- Presentation and information material
- Key-figure and information overviews
- Supporting communication material
Preparation
- Information hierarchy
- Line of argument
- Consistency of the figures across every document
- Language quality
- Visual execution
Review readiness
- Due diligence preparation
- Organisation of the relevant documentation
- Identification of the remaining information gaps
- Structured information overviews
- Preparation for the questions external counterparties typically raise
On international mandates the central documents are produced in German and English. The English version is written for an international counterparty in language and in substance; it is not a literal translation.
Result A professional, investor-ready documentation and communication basis for external discussions and closer review.
Phase 03
Go-live and communication
Objective
Align the prepared project organisationally with the external communication phase and support the running processes in a structured way.
Go-live readiness
- Review of organisational go-live readiness
- Final alignment of the documents intended for communication
- Communication structure
- Preparation of suitable initial approaches
- Follow-up processes and communication sequences
Counterparties and approvals
- Structuring of possible counterparties for this project
- Recipient and approval processes
- Use of the CRM structures established in the first phase
- Documentation of the communication status
- Follow-up on the next steps
- Handling and organisation of incoming responses
Management and meeting preparation
- Meeting preparation
- Management preparation
- Preparation for critical follow-up questions
- Structuring of the central messages
- Organisational support while the communication processes run
Selection and outreach are specific to the project and follow documented approval. No number of investor contacts, discussions, capital commitments or financing closings is assured.
Result A structured communication process with CRM and follow-up logic, and the organisational basis for the external communication that follows.
Working together
What we need from you
A structured mandate depends on current information, named contacts and approvals that arrive on time. How the project start is organised, how documents are collected and where we support you are set out under For companies.
Scope boundaries
Not part of the service
- Legal, tax and audit review. These services are provided by appropriately qualified external specialists.
- Regulatory assessments and statements on whether a structure is admissible under supervisory law.
- Accepting or forwarding subscription or investment orders.
- Conducting contract negotiations on behalf of the client.
Zumsteg Consulting provides advisory and structuring services. No financial instruments are offered or brokered. Financing solutions are arranged project by project and, where appropriate, together with correspondingly regulated partners.
Capital does not follow need. It follows structure. Our task is to build that structure for you.
Initial review
We review how solidly your project stands.
Describe the company, the project and the current state of your documentation. We review the enquiry and come back to you on the next steps. Please keep confidential documents and third-party personal data out of a first message.