Venture Diagnostic & Investor Narrative
Review of the business model, traction, market position, funding requirement, use of funds and the central investment case.
Venture Readiness & Structuring
Prepare the company behind the pitch
Shortlist helps founders prepare for venture capital conversations by aligning the investor narrative, financial model, legal structure, due-diligence records and ongoing administration behind the business.
Investor readiness
A polished deck is not enough
Investors assess more than the presentation. They review the commercial case, financial assumptions, ownership, legal documentation, governance, compliance position and quality of the company’s records.
Shortlist coordinates these workstreams so the investment narrative is supported by a business that is organised, credible and ready for scrutiny.
Commercial narrative supported by corporate readiness
Services
What venture readiness can include
The scope is tailored to the company’s stage, existing records and intended fundraising process.
Pitch Deck & Investment Materials
Preparation or refinement of the pitch deck, executive summary, key metrics, milestones and investor question-and-answer materials.
Financial Model & Capital Planning
Forecasting, cash-flow and runway analysis, funding scenarios, use-of-funds planning and cap-table or dilution modelling.
Entity & Ownership Structuring
Support with UAE establishment, holding and operating structures, founder ownership, corporate records and the alignment of the structure with future investment.
Legal Counsel Coordination
Coordination with appropriately qualified legal counsel for founder, shareholder, intellectual-property, employment and investment documentation.
Data Room & Due-Diligence Readiness
Organisation of corporate, financial, legal, tax, commercial and operational records into a structured investor data room.
Post-Investment Governance & Administration
Support with investor reporting, board and shareholder records, cap-table maintenance, compliance calendars, accounting and ongoing administration.
Engagement process
From founder materials to an organised company
The work is sequenced so that the pitch, financial case, structure and supporting records remain aligned.
Assess
Review the venture, funding objective, existing structure, financial information and readiness gaps.
Structure
Define the entity, ownership, accounting, governance and legal workstreams required before investor engagement.
Prepare
Develop the investment materials, financial model, data room and supporting documentation.
Maintain
Support post-investment reporting, governance, compliance, accounting and corporate administration.
Core deliverables
A coordinated readiness package
Depending on scope, founders may receive:
- Investor pitch deck and executive summary
- Financial model, funding scenarios and use-of-funds plan
- Cap-table and dilution analysis
- Entity and ownership structuring roadmap
- Corporate, financial and legal due-diligence checklist
- Organised investor data room
- Legal documentation workstream coordinated with external counsel
- Post-investment governance and administration plan
Pitch, model, structure and records aligned
Clear boundaries and properly coordinated advice
Scope and responsibility
Preparing for investment is different from promising investment
Shortlist’s role is to help prepare the company, its materials, structure and records for investor engagement. Funding outcomes cannot be guaranteed.
Where regulated legal, investment or transaction services are required, those services should be delivered by appropriately authorised professionals under a separate scope.
Next step
Build an investor-ready company
Submit a confidential enquiry and we will review the venture, fundraising objective and work required across pitch preparation, financial modelling, structuring, legal coordination and administration.