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 a working framework the mandate can rely on.
- 02 Documentation and due diligence readiness Investor-ready material and preparation for the review that follows.
- 03 Go-live and investor outreach The move into investor outreach, and steady support while it runs.
Phase 01
Strategy and project structure
Objective
Establish a basis solid enough to carry the rest of the mandate: in substance, in organisation and in the systems behind it.
Current position and objective
- Assessment of the current position
- Definition of what the mandate is to achieve
- Financing context and capital requirement
- Intended use of funds
- How the company is built and how the project holds together
- Existing financing and any restrictions attached to it
State of the information
- Review of the information and documents available
- Legal and organisational conditions
- Annual accounts, current financial data and planning
- Identification of missing information and evidence
- Review of the existing company, project and communication processes
Project organisation
- Guiding line for positioning and communication
- Tasks, responsibilities and work plan
- A CRM pipeline built for this project
- Status tracking and follow-up logic
- Approvals, communication routes and next steps
Result A clear project roadmap: the information in order, responsibilities defined, and a reliable working basis for the documentation phase.
Phase 02
Documentation and due diligence readiness
Objective
Work the existing company and project information into a consistent, verifiable basis for external discussions and closer review.
Substance
- Company information
- Project information
- Financial data and the key figures
- Investment case and the central argument
- A storyline that holds throughout
Documents
- Pitch deck
- Executive summary
- Presentation and information material
- Key-figure and information overviews
- Supporting communication material
Substance and presentation
- A clear information hierarchy
- An argument that can be followed
- Every figure reconciled across every document
- Language
- Visual execution
Due diligence readiness
- Preparation for due diligence
- The relevant documents assembled
- Remaining information gaps identified
- Clear information packs
- 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 complete, consistent and professionally produced set of documents for financing discussions and closer review.
Phase 03
Go-live and investor outreach
Objective
Take the prepared project into investor outreach and keep the running steps coordinated.
Go-live readiness
- Review of organisational go-live readiness
- Final alignment of the documents intended for outreach
- Planning of the external communication
- First approaches, prepared
- Follow-ups and communication sequences agreed
Counterparties and approvals
- Project-specific selection and assessment of possible counterparties
- Approval of recipients, content and documents
- Work in the CRM pipeline already established
- A record of where each conversation stands
- Follow-up on the agreed steps
- Handling and assessment of the responses that come in
Management and meeting preparation
- Preparation for specific meetings
- Management briefing
- Preparation for the difficult follow-up questions
- The central messages, worked out
- Coordination of the running communication
Selection and outreach are specific to the project and follow documented approval. No number of investor contacts, meetings, capital commitments or financing closings is assured.
Result A communication process that can be followed: contacts, responses, approvals and next steps documented at every point.
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 create the conditions for it.
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.