Please provide the following documents as they are available:

  • Last three year’s annual financial statements:
    • Comprehensive/Income Statement
    • Balance Sheet
    • Cash Flow Statement
    • Statement of Shareholders Equity
  • Business Plan
  • Financial forecast model or summary
  • Business Strategy
  • Vision/Mission/Purpose statement
  • Company Values statement
  • Information Memorandum/Prospectus/Pitch Deck
  • Corporate/Legal structure
  • Board and Executive teams
  • Organisation Chart
  • Major suppliers
  • Sample Sales presentation
  • Sample Sales Flyers/Brochures
  • Brand guide
  • Marketing Plan
  • Competitor analysis
  • Country/City/Territory presence map
  • Risk Register
  • Client contract or Standard Terms and Conditions
  • Product Road Map
  • Projects taking place within 12 months
  • Any other documents you consider useful to our preparations

All materials provided are covered by our Confidentiality and Publicity clause.

Documents are stored with our own corporate cloud storage service and access strictly controlled with 30-character passwords and two-factor authentication enabled.