Agricultural Technology / Carbon Reduction

Early-stage | Private equity fundraise

This innovative agri-tech startup had a genuinely novel proposition in the carbon reduction space, with strong potential for scale. But when they approached private equity investors, they could not demonstrate financial credibility. Their accounts were overdue, prepared on spreadsheets, and had no history of management information. They needed financial projections to anchor their pitch deck, but first had to resolve 15 months of unprocessed accounting data and an overdue year-end.

• Built a detailed financial model including unit economics, gross margin analysis, and a stress-test showing performance under a range of revenue and cost scenarios.

• Plugged the unit economics output into a volume-based projection model to illustrate how the business would scale with defined levels of investment in business development.

• Set up and configured Xero, cleaned up 15 months of accounting data, and completed the overdue year-end accounts within three weeks.

• Produced a full set of management accounts for each month of the prior period.

• Established an ongoing monthly management accounts process so the business now has a documented financial history.

The founders now have a complete investor-ready financial package: up-to-date accounts, a history of monthly management accounts, current tax filings, and a three-to-five year financial projection with stress-tested scenarios. Their fundraising position is materially stronger as a result.