Investment readiness services for fundraising, acquisitions and exits

Prepare before you pitch. Close faster and stronger.

Every successful transaction (fundraising, acquisition, or exit) depends on preparation. Investors and buyers analyze businesses through a structured lens: financials, governance, scalability, and risk. Without proper readiness, deals slow down, valuations drop, or negotiations stall.

At dups, we prepare your business for investor and buyer scrutiny before you enter the market. We assess your strategy, cap table, financial data, and legal structure to anticipate blockers and maximize leverage. This phase reduces risk and accelerates closing.

Why preparation matters before a deal

Most founders approach investors or buyers too early. They pitch without clean financials, negotiate without understanding their valuation, or share documents that raise more questions than they answer.

The result: lost credibility, longer timelines, and weaker terms. Preparation isn't optional; it's what separates deals that close from deals that fall apart.

At dups, we act as your sparring partner before the transaction. We make your business investment-ready or sale-ready by aligning strategy, documentation, and narrative into one coherent story that investors and buyers trust.

Our investment readiness framework

1. Strategic and financial diagnostic

We start by understanding your business model, growth trajectory, and transaction objectives. We analyze your financials, cap table, and governance structure to identify gaps and strengths. This diagnostic tells us what needs fixing before you go to market.

2. Legal and document audit

We review key contracts, IP ownership, employment agreements, and compliance status. This audit surfaces red flags early so you can address them before due diligence begins.

3. Deliverables preparation

We prepare the materials investors and buyers expect: pitch deck, financial plan, investment memo, and data room. Each deliverable is tailored to your transaction type and designed to answer questions before they're asked.

4. Deal structuring and negotiation simulation

We model different deal structures (equity, convertibles, earnouts) and simulate negotiation scenarios. You understand what to ask for, what to defend, and where to compromise.

5. Go-to-market readiness

Once your materials are ready and your strategy is clear, we help you approach investors or buyers with confidence. You're prepared for their questions, their timelines, and their decision criteria.

Fundraising readiness: prepare to raise capital

Preparing for fundraising means more than building a pitch deck. It means understanding your valuation, structuring your offer, and anticipating investor due diligence.

We help you define your fundraising strategy: how much to raise, at what valuation, and from which type of investor. We prepare your financial model, term sheet templates, and investment memo. We also coach you on storytelling: how to connect your numbers to your growth potential in a way investors understand.

By the time you pitch, you're not guessing. You're ready.

Acquisition readiness: prepare to buy the right company

If you're acquiring, preparation means defining your acquisition thesis, identifying target criteria, and structuring your financing. It also means preparing your internal team and process to move quickly when the right opportunity appears.

We help you build your acquisition strategy, assess financial capacity, and prepare for target evaluation. We also design the framework for due diligence and negotiation so you can act decisively when a target matches your criteria.

Exit readiness: prepare to sell or exit your business

Selling your business requires more preparation than any other transaction. Buyers analyze everything: financials, governance, contracts, customer concentration, and growth assumptions. Any gap reduces your valuation or slows the process.

We audit your financial statements, clean up your cap table, review key contracts, and assess legal risks. We also prepare your business plan, valuation analysis, and sale memorandum. This preparation ensures you enter the market with a defensible valuation and a professional presentation.

The goal: avoid valuation gaps and maximize value at closing.

Deliverables and documentation

We produce transaction-ready materials tailored to your deal type:

• Financial plan and valuation analysis
• Legal audit and data room checklist
• Investor or buyer presentation (pitch deck, investment memo)
• Term sheet templates and negotiation frameworks
• Red flag report (risks to address before transaction)

Every deliverable is designed to answer investor or buyer questions and accelerate decision-making.

Legal and financial preparation in one team

Most companies prepare for transactions using separate advisors: financial consultants for valuation, lawyers for documentation. That's where gaps appear.

At dups, we integrate legal and financial preparation under one roof. Your valuation informs your legal structure. Your cap table drives your governance setup. Your financial story aligns with your documentation. This coherence eliminates disconnects and makes your deal flow seamlessly from preparation to closing.