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RwE Growth Partners

Business Planning & Investor Materials

Business plans, financial forecasts, and investor materials.

Professional business plans, forecasts, and investor-facing materials for private companies, growth companies, and public-listing candidates.

What this service is

RwE Growth Partners builds business plans, financial forecasts, and investor-facing materials matched to the company's stage and audience. All engagements are managed by Richard W. Evans and structured around the decision the materials will support — financing, listing readiness, board strategy, or investor outreach.

Forecasts are built from the company's operating reality and the assumptions developed in consultation with management. Sensitivities and downside cases are stress-tested before any forecast is finalised for an external audience.

Materials are coordinated with legal counsel and accountants where applicable. RwE does not act as a securities dealer or solicit investor capital.

When clients engage RwE

  • Financing rounds (private or strategic)
    Business plans, forecasts, and investor materials prepared for an upcoming private placement, strategic-investor round, or institutional financing. Materials are scoped to the audience and the size of the round being raised.
  • Listing readiness and pre-IPO preparation
    Plan and forecast work supporting a non-offering prospectus, reverse takeover, capital pool qualifying transaction, or direct listing. Built to disclosure standards expected for public capital markets and securities counsel.
  • Board strategy and capital-allocation reviews
    Strategic plan work for boards reviewing capital-deployment options, M&A pipeline, or major operating decisions. Output is structured for board review rather than external investor pitch.
  • Investor presentations and roadshows
    Presentation decks, financial models, and supporting one-pagers for use in formal investor meetings. Coordinated with management on tone and disclosure consistency with prior public statements where applicable.
  • Market entry and strategic initiative analysis
    Plan work supporting entry into a new geography, channel, or product line — typically including a market sizing, an operating model, and a financial forecast tied to defined milestones.
  • Use-of-proceeds and capital-deployment memos
    Structured memos explaining how a proposed financing's proceeds will be deployed, with milestones and accountability tied to each tranche. Used in offering documents and in board reviews.

What we deliver

  • Business plans
    Structured plans aligned with the company's stage and the audience.
  • Financial forecasts and operating models
    Bottom-up, fully-linked models with documented assumptions.
  • Investor presentations
    Decks built around the financial story and the decision the materials support.
  • Financing memoranda
    Long-form memoranda for capital-raise audiences.
  • Market and competitive analysis
    Industry sizing, competitive positioning, and customer-segment work that supports the financial story.
  • Use-of-proceeds memos and board briefings
    Plain-language documents explaining how raised capital will be deployed and what each tranche of funding unlocks.

How we work

  1. Confidential intake

    Scoped conversation about the audience and the decision the materials support.

  2. Scoping and proposal

    Written proposal defining deliverables, fees, and timeline.

  3. Operating-reality intake

    Information request and structured review of the operating model.

  4. Build and stress test

    Forecast build, scenario analysis, and downside-case stress testing.

  5. Independent review and delivery

    Internal review before the package is finalised and presented.

Credentials and approach

All engagements are managed by Richard W. Evans, with direct experience building investor-facing materials across private and public-company contexts. Forecast assumptions are developed in consultation with management and stress-tested before delivery. RwE does not act as a securities dealer.

Frequently asked questions

Will we own the model and the materials?

Yes. The financial model, the deck, and the supporting materials are delivered to the company in editable form. The engagement letter records the deliverables and the form they will be delivered in.

Do you write fundraising materials we can hand directly to investors?

We build the analytical core — the model, the financial story, the use-of-proceeds memo. Many engagements result in materials the company can use with investors. Where the engagement involves it, RwE coordinates with legal counsel on disclosure language.

Can you act as our placement agent?

No. RwE is not registered as a securities dealer and does not solicit, sell, or distribute securities. Where placement-agent activity is required, the engagement is coordinated with a licensed dealer.

How long does a typical engagement run?

Engagement length depends on the materials being built and the company's complexity. Timelines and milestones are confirmed in the engagement letter.

Will you review materials our team has already drafted?

Yes. Engagements can be scoped as a review and rebuild of existing materials, a from-scratch build, or a hybrid. The scope is matched to the audience and the underlying model.

Disclaimer

Disclaimer

Business plans and forecasts reflect assumptions provided or developed in consultation with management. Forecasts are not guarantees of future results and should be read together with the assumptions and risk factors disclosed within them. RwE does not solicit, sell, or distribute securities.

See full disclaimers

Considering a business planning & investor materials engagement?

Contact RwE Growth Partners for a confidential introductory conversation.

Information on this site is general in nature and is not legal, tax, audit, or securities advice and does not create a client relationship. See full disclaimers.