Surveying and gathering the company’s information
We work directly with the leadership to understand the sector, production and trading capability, competitive advantage and growth plan, and from that decide how the file should be written.
Service
Project write-up & fundraising documentation
CoreFinTech builds the project file, the business plan and the financial model to the standards banks, investment funds and financial institutions ask for, at home and abroad. It sets out the objectives, the strategy, the earning potential and the risks clearly, which builds investor confidence and raises the odds of a successful raise.
What the service covers
Framing the project and the investment objectives
We turn the business idea into a concrete proposal with objectives, an implementation timeline, the scale of investment and projected results — as the appraising institution requires.
Market analysis and business strategy
We research the market, target customers and competitors, position the product and set the route to market, so the project shows both feasibility and competitive edge.
Financial modelling and cash-flow projection
We build a three- to five-year model to bank and fund standards, covering revenue, costs, profit, IRR, NPV and several scenarios, to make the case convincing.
Completing the file for investors and banks
We produce a professional project pack: the narrative, the financial plan, the accompanying schedules and a concise presentation — ready to raise capital or apply for credit.
Coaching on how to present the project
We help the leadership or the fundraising team master the content and the delivery, so they hold their ground during appraisal and negotiation.
Legal note Every part of the project and the fundraising file is built on real figures from lawful sources, in line with current accounting and financial rules. CoreFinTech does not falsify documents and does not promise a fundraising outcome; it advises, standardises and accompanies through the appraisal.
Documents to prepare
To build the project file and the financial model, CoreFinTech needs the source data from the company.
Company
- Business registration certificate
- Financial statements for the most recent periods
- Tax returns already filed
- Bank account statements
- Contracts and invoices, both issued and received
Input data for the project file
- The idea, the business plan and the fundraising objective
- Historical financial figures and the assumptions for the years ahead
- Information on the market, the customers and the competitors
- Ownership structure and key people
Free initial review of your file
You can send what you have even if the paperwork is incomplete. CoreFinTech looks at it, points out what is missing and how to fill the gaps before approaching a lender.
How we work through it
Four clear steps, so the business always knows where it stands and what comes next.
Send the requirement and initial review
The business submits its information on the CRM portal. CoreFinTech reads the file, identifies a workable route and states plainly what still needs to be added. This step is free.
Standardising and digitising the file
We reorganise legal papers, financial figures and cash-flow evidence the way a lender needs to read them, instead of starting over at every institution.
Building the file and the financial model
CoreFinTech writes the project file, the business plan and a multi-scenario financial model to the standards banks and investment funds usually require.
Refining it in light of the feedback
Once the file reaches the lender, CoreFinTech helps answer the appraisal questions that arise and revises the documents accordingly.
Frequently asked questions
What clients ask most often about this service.
Does a file built by CoreFinTech guarantee approval?
No one can guarantee that, because the decision rests with the funding institution. What this service does is remove the reasons for refusal that come from an unconvincing presentation or figures that do not agree.
Does the company keep the rights to the file?
Yes. The whole file, the financial model and the accompanying documents belong to the company and can be used for later fundraising.
How is the cost of the service worked out?
The initial review and assessment of the file is free of charge. Service fees are agreed file by file and confirmed in writing before any work begins; nothing arises outside that agreement.
What is the information I provide used for?
Your information is used only for appraisal and for connecting you with funding, in line with the Privacy policy of CoreFinTech.
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Ready to start your application?
Submit your information once on the CRM so CoreFinTech can receive, standardise and route your file.