Instituitonal Investor Readiness Programm

Institutional Investor Readiness Program

# 6 to 18 months program

# Fully custom tailored

# Pragmatic, no-nonsense

# Results focused

# One-day introductory meeting

# Two day kick-off workshop at client site

Content

# Strategy assessment from the investor’s perspective

# Proposal for Equity Story

# Detailed financial modelling (baseline definition)

Doing

# Very comprehensive Financial Ratio Analysis (several hundred financial ratios)

# Thorough bottom-up Operational Due Diligence

# Know-how transfer based on the experience of about 80 due diligences

# Preparation of data room (including choice of technology provider)

# Selection of Investment Bank and other Advisors (Tax, Legal, Compliance)

# Proposal for Equity Story

# Interface to the Investment Bank

Key Terms

# Monthly consulting fee

# Variable consulting fee

# Subject to financial baseline

# AI module can be booked as well

+ Active Know-how transfer

+ Access to CEO-Network on from 2025

+ Proprietary research

+ Operational lessons learnt from peers

+ Leverage of SPATHA's AI Technology