Business case & management
Company profile, ownership, management CVs, operating model, registrations and delivery capability.

Financeium Advisory
A credible funding case, built around your business, supported by evidence and tested against repayment capacity.
Financeium scopes the assignment, agrees a quotation, develops the plan and forecasts, and reviews the final pack with you. Funding decisions remain with the lender.
Company profile, ownership, management CVs, operating model, registrations and delivery capability.
Market research, customer demand, competitors, contracts or letters of intent, pricing and sales strategy.
Amount requested, use of funds, owner contribution, lender or product, quotations and proposed security.
Historical statements and management accounts; assumptions for revenue, costs, tax and working capital; monthly cash flow and 3–5-year forecasts as the lender requires.
Existing and proposed debt schedules, cash available for repayment, breakeven, downside assumptions and contingency plans. Coverage requirements are lender-specific.
Milestones, licences, suppliers, staffing, operational risks and mitigation responsibilities.
Fees are quoted after scoping. Documents remain private to your account and authorised Financeium staff.
No guarantee of funding or universal lender coverage threshold.