Business Planning & Investment Support

Fund growth. Build Value. Plan with precision

For ambitious SMEs, growth isn’t just about more sales, it’s about having the right financial structure, funding strategy, and business plan in place to scale sustainably.

Whether you’re preparing for investment, launching a new venture, or restructuring for growth, strategic financial planning is key.

At Lock & Ledger, we help you turn vision into numbers; and numbers into action.

From detailed business plans to cash flow forecasts and investor-ready decks, we support you at every stage of your growth and funding journey.

How We Deliver

Investor-Ready Business Plans

Tailored for banks, VCs, and private investors, written in language they understand, backed by numbers that stand up.

Pitch Decks & Financial Due Diligence Packs

Designed to help you stand out in funding rounds or strategic negotiations

Ongoing Advisory

We stay on board post-investment or funding to ensure financial discipline and traction toward your milestones.

Cash Flow & Profit Forecasts

Built on real assumptions, tested against market data, and customised for growth ambitions

SPV Reporting & Control Structures

For property, construction, or multi-entity groups, ensuring clarity, compliance, and investor trust.

A Plan That Investors & Banks Will Trust

We translate your goals into financial projections that hold up to scrutiny. Whether you’re seeking equity investment, debt funding, or growth capital, we prepare the models, documents, and forecasts that external stakeholders expect.

Business Plan Creation

We build investor-grade business plans that cover strategy, market opportunity, financials, and risk—designed to support funding applications and internal decision-making.

Investor & Lender Readiness

From pitch decks to financial due diligence packs, we help you tell a compelling story through numbers—backed by robust forecasting and clean financial data.

Benefit: Greater funding success and more confident conversations with investors, lenders, or shareholders.

Financial Models Built to Scale

Too often, SMEs rely on spreadsheets that break under pressure. We create scalable, dynamic models tailored to your business model—so you can test different scenarios, raise funds, or make big decisions with confidence.

Forecasting Models & Scenario Planning

We build flexible financial models that incorporate revenue projections, cost assumptions, and cash flow implications across multiple growth paths.

SPV & Project Finance Oversight

If you’re operating across special purpose vehicles or managing complex development projects, we ensure the structure, reporting, and controls are aligned for transparency and compliance.

Benefit: Professional, reliable models that support fast, strategic decisions and external funding.

Support Through every Growth Stage

Growth isn’t linear, and you need a finance partner who’s seen the road ahead.

Whether it’s scaling a team, opening new locations, or preparing for exit, we act as your advisor through every transition.

Pitch & Exit Support

We assist with investor presentations, exit planning strategies, and financial positioning to increase your business valuation and long-term return.

Capital Raising Support

We advise on funding structures, assist with negotiations, and support you through the debt or equity raise process, including liaising with investors and financial institutions.

Benefit: A trusted finance partner guiding you through the high-stakes moments of growth.

Is Business Planning & Investment Support Right for You?

You’ll benefit from this service if:

You're preparing to raise funds or attract new investors
You want a professionally written business plan and realistic forecasts
You’re expanding into new markets or business lines
You need financial clarity and confidence before making strategic decisions
You’re running complex projects across SPVs and want better structure and reporting

Whether you’re scaling fast or planning for long-term success, Lock & Ledger brings the financial expertise and strategic thinking to make your next move your best one