For Scaleups

Financing Consulting for Scaleups

Stable financing scaffold instead of a house of cards - for sustainable growth.

Tell me more

14%

of founders prefer bank loans, but only 12.8% actually utilise this source of capital.

(PwC German Startup Monitor 09/2023)

Here’s how you and your future investors can benefit:

Professional appearance Lender, Debt Provider, Venture Debt

Gain the trust of potential financiers through professional appearance

Pitchdeck, Liquidity planning, Financial Due Diligence, Document set

Provide a complete and well-prepared documentation package

Structured financing for Scaleups

Ensure planning security through realistic pre-structuring of financing

Financial Due Diligence Debt capital, Venture Debt for Scaleups

Optimally prepared financial due diligence

Financing process Scaleup

Significantly accelerated financing process

Conditions for debt financing, Venture Debt Scaleup

Increased chances of closing with better terms

Non Dilution Scaleup

No further dilution of your company shares

Let YOUR growth capital be my concern.

You’ve reached the Proof of Concept (PoC) and now you want to take your company to the next level, accelerating growth. That means you need growth capital! Ideally without equity dilution, warrants, or equity kickers.


With my sharp risk awareness in financing innovative business models in E-commerce, DTC, and tech and software sectors, I can help you develop and implement risk-appropriate and tailor-made financing solutions and finding the right financing partners.


Analysis & Evaluation of Financial's

I support you in analysing and evaluating your financials from the perspective of a debt provider (keyword: bankability):


  • Creditworthiness assessment
  • Validation of planning assumptions and premises
  • Sensitivity analysis
  • Assessment of debt service capacity and overall bankability


Get advice
Valuation Bankability Scaleup
USP Scaleup, market and competition analysis E-Commerce, Direct2Consumer, SaaS, Tech

Preparing for Financial Due Diligence

Together we prepare the financial due diligence:


  • Critical questioning of the business model including USP, the market & the competition
  • Assessment of strengths and weaknesses as well as opportunities and threats, captable, management
  • Defining realistic framework conditions and funding scenarios as well as pre-structuring of financing (volume, term, collateral, covenants, etc.)


Let's talk about it

Matching the Right Financing Partners

I’ll assist you with:


  • Selection of and referral to suitable financing partner(s)
  • Supporting the financial due diligence process
  • Building a long-term, sustainable, and collaborative relationship


Consult me
Partner for financing, Debt Capital, Venture Debt, Neo Lending, Revenue Based Finance

How does Scaleup Financing Consultancy work?

Simple and individual. Together we will find the financing mix that suits you.

Company pitch documentation set Startup
Startup und Scaleup Finanzunterlagen

Minimum Documentation Requirements

Document Content/Detail
Annual Report last 2 years
BWA & SuSa (not older than 3 months) including year-on-year comparison, opening balances and unbooked accounts
Planning financial and liquidity planning, including KPIs and, if applicable, balance sheet planning for the next 3 years (Excel, at monthly level)
Reporting most recent management/shareholder report
Pitchdeck including presentation of USP, market and competitive analysis
Captable including company valuation details
Bank Overview list of all short- and long-term bank liabilities, including terms, interest, repayment and any securities

Once I’ve received the necessary documents, I’ll conduct a financial due diligence and summarise the results in an investment sheet. It’s crucial that we review the risks identified during the analysis, assessment, and preparation stages and mitigate them through appropriate measures or arguments so that you’re fully prepared for the debt provider’s financial due diligence.


If you wish to be introduced to financing partners, I’ll approach the relevant parties with the investment sheet and guide you through the entire credit process.

Any questions left?

  • What is my target group?

    You’ve reached the Proof of Concept (PoC), generated initial significant revenues, and see growth potential? I’m here to help you find the right financing.

  • What are the costs for consulting?

    The creation of an investment sheet costs a flat fee of 999,- Euro plus VAT and includes an analysis and evaluation of creditworthiness as well as a proposal for structuring a feasible financing solution.

  • What are the costs for brokering financing?

    For brokering financing, a fee of 1-3% of the financing amount plus VAT applies , with a minimum fee of 2.500,- EUR plus VAT.


    Typically, I charge a retainer fee of at least 1,500 EUR plus VAT, based on the financing project, to cover the initial work required as a down payment for the brokerage service. Upon successful completion, this amount and the flat fee for the investment sheet will be offset against the brokerage fee.


    For smaller financing amounts up to 250.000,- Euro individual arrangements can be made.

  • What financing volumes can be brokered?

    The financing volume depends on creditworthiness. In practice, start and scaleup financing typically begins at 5.000,- Euro depending on the type of financing, and can reach over 10.000.000,- Euro as the growth phase progresses.

  • What does the collaboration look like?

    The analysis and evaluation of the documents are done remotely. We’ll discuss the results via a video call or, if necessary, in person at your location.
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