Penttia Group
For companies

Readiness and structuring

Investment committees rarely turn a company down for its size. They turn it down because the numbers do not survive review: unaudited financial statements, contingencies that surface halfway through, unclear governance or projections with nothing behind them. This line exists to settle all of that before the first meeting, not during it.

On this page
01Pre-investment assessment02Business valuation03Deal structuring

An investor does not buy a company's potential. They buy what they can verify.

Our method

Where this line fits

We take every engagement through to closing in four phases. This line works on Explore y Structure.

01
Explore

A five-dimension assessment and a prioritised map of the gaps.

02
Structure

Vehicle, valuation, projections and a memorandum ready for committee.

03
Connect

We take the engagement to investors whose thesis fits and run the roadshow.

04
Close

Negotiation, term sheet, due diligence and support after signing.

What this line covers

Pre-investment assessment

What an investor will look at before saying yes

We review the company through the same lens an investment committee will use, across five dimensions. The result is not a grade and nothing else: it is a map of the gaps, ordered by what weighs most in a negotiation, so you can decide what to close before going to market and what can wait.

What you get
  • A report by dimension, setting out what is settled and what is not.
  • Gaps ranked by their weight in the negotiation and by the effort to close them.
  • A closing plan with owners and timelines.
  • The Penttia Score the company would carry into the Deal Room today.

Business valuation

What your company is worth, with numbers you can defend

Knowing what the company is worth is the starting point for almost everything: the full or partial sale of the business, bringing in a partner, raising capital or dividing an estate. We deliver a value range with the assumptions in plain sight, built to the standard an investment committee expects rather than the one that is enough for internal use.

What you get
  • A value range for the company, with the assumptions behind it in plain sight.
  • The financial projections that support that range.
  • What is holding the value down today, and what it would take to fix it.
  • A comparison with similar transactions in the sector, where information is available.

Deal structuring

What is being sold, how the capital comes in and on what terms

What the company is worth is one thing; how the transaction is put together is another. This is where the vehicle is defined, along with how much is on offer, the instrument the capital comes in through and how governance looks afterwards. The information memorandum the company goes to market with comes out of this.

What you get
  • The vehicle and the structure of the transaction.
  • An information memorandum ready for an investment committee.
  • A financial model covering the scenarios in the negotiation.
  • A preliminary term sheet and the governance rules that follow the investment.
Insignia Penttia Score
Penttia Score

The five dimensions we review

Each dimension adds a point. The score travels with the engagement when the company reaches the Deal Room, and it is the first thing an investor looks at.

  • GovernanceGovernance, organisational structure and processes
  • Corporate and legalThe company, its contracts and its contingencies
  • FinanceFinancial statements, projections and valuation
  • MarketMarket studies and demand projections
  • Negotiation materialsTeaser, deck and presentations
Frequently asked

What people usually ask us

Can we hire just one part, the valuation for instance?

Yes. These are services you can take separately. What we do recommend is starting with the assessment: a valuation built on figures that later fail review ends up being redone.

How long does the process take?

It depends on the state of the accounting. With financial statements in order it is a matter of weeks; if figures have to be rebuilt, longer. The assessment tells you what to expect in your case.

What if the assessment comes back badly?

It happens, and it is useful information. A result below expectations almost always comes with a concrete list of what is holding it back. Closing those gaps before going to market is usually worth more than going out with today's number.

How do you charge?

We agree on deliverables and fees before we start. No contingent charges dressed up as a retainer.

Let us talk about your company

Tell us where things stand and we will tell you what it would take to get where you want to be.

Other lines

We also work on

For companies

Capital raising

We present your company to investors and buyers with a matching thesis, and stay with the negotiation through to closing.

For investors

Sourcing and diligence

Businesses for sale and curated investment opportunities, verified across five dimensions, with due diligence support so you buy with the full picture.

For families

Wealth planning and protection

We separate the family's wealth from the risk of the business: tax analysis, holding vehicles and a succession plan for business owners.