The Perfect Starting Point: Financial Health Check
The fastest way to get a clear picture of the state of your financial processes. In 2–3 weeks, we’ll analyze your entire finance setup and provide a prioritized roadmap.
INVESTOR READINESS
Ready for the next round of funding?
We systematically prepare your startup for fundraising: from the financial model to the data room to the equity story. So you can convince investors with solid numbers.
More than 800 customers trust torq.partners
You're doing the right thing, but you don't have reliable figures.
Key Person Risk
All financial knowledge rests with one person. There is no substitute, no backup.
Incorrect Revenue Recognition
Revenue is recognized upon invoicing rather than being accrued on an accrual basis.
Manual Payment Approval
Invoices and payments are processed via email and online banking without following the dual-control principle.
No integrated cash flow planning
The planning stops at the P&L level. Working capital and VAT effects are not included.
Reporting differs from accounting
The investor reporting in Excel does not match the BWA.
Finance Team Is Understaffed
So far, financial matters have been handled only on the side by founders or an assistant.
We deliver what investors want to see
Financial Strategy & Planning
Development of Financial Models and Scenario Analyses
Cash Flow Planning, Runway Calculation, and Budget Management
Development of the Financial Strategy
Sparring for CEOs and Founders
Data Room & Documentation
Structuring and Setting Up a Complete Data Room
Preparation of all due diligence documents
Audit-proof documentation of all financial processes
Gap Analysis and Preparation for Investor Questions
Equity Story & Financing Strategy
Developing a Compelling Equity Story
Development of the Financing Strategy
Preparation of Financial Communications for Investors
Assistance with Pitch Materials
Investor Reporting & Board Communication
Developing Professional Board Reports and Investor Updates
KPI Dashboards for Ongoing Communication with Investors
Tax Advisor Coordination and Preparation of Annual Financial Statements
A setup that can be used immediately after the round
Ready for immediate use, effective in the long term
Our consultants will support you as fractional CFOs from day one.
Patrick Schreiner
Experienced consultant focused on transparency and sustainable models for strategic finance.
Previous Roles & Projects:
- Finance Manager | SaaS Scaleup | ~€50 million in revenue
- Interim Finance Manager | SaaS Company | €2 million in revenue
- Interim Finance Manager | Mobility Company | €8 million in revenue
Luisa Heinze
Finance expert with a background in accounting and business planning for growing small and medium-sized businesses.
Previous Roles & Projects:
- Due Diligence Consultant | Manufacturing Company
- Interim Finance Lead | Internal Due Diligence, Financial Statements, and Auditing
- Interim Accounting Lead | Monthly Closing and Day-to-Day Bookkeeping
Can actively post to: DATEV Rewe, Candis, SAP
60
+
Consultants
100
+
Due Diligence Processes
125
+
Technology Partners
800
+
Clients
Successful Projects
Health Care
Startups
Building Scalable Financial Structures with torq.partners and Moss
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Consumer Discretionary
Startups
Stabilization of central financial processes and ensuring audit readiness through interim team
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What We Check During This Process
- Corporate Structure and Back-Office Organization
- Core Processes: Purchase-to-Pay, Order-to-Cash, Monthly Close & Reporting
- Cash and Liquidity Management
- Payroll and Year-End Closing Processes
Results & Quick Wins
We provide a findings heat map, prioritized by impact and feasibility. Specific recommendations for action and quick wins give you a clear foundation for the next steps: setup, outsourcing, or building the capability in-house.
Ready for the next fundraiser? Let's figure out what's still missing.
In a brief initial consultation, we'll assess where you stand and how our fundraising consulting services can prepare you for your next round of corporate financing. We'll get back to you within 24 hours.
Schedule a meeting
Roman Finke
Managing Partner
FAQ
Frequently Asked Questions
What does "investor readiness" mean?
When is the right time to seek investor readiness consulting?
What do you get from an investor readiness consultation with torq.partners?
How does investor readiness differ from fundraising consulting?
Why should we use torq.partners for investor readiness?