You've been asked to complete a deal check before your funding or investment conversation progresses.

This is a short, structured assessment of your business. The output will be shared with the broker who referred you. It is not a valuation. It is not a formal report. It is a practical pre-check.

What happens

01

Work through a structured set of questions

Around 10–15 minutes. Covers the areas that lenders, investors, and buyers examine first — ownership structure, earnings, customer concentration, management team.

02

Receive a deal check output

A clear, structured output that sets out where your business is likely to be challenged and what that means for progressing the conversation.

03

Output is shared with your broker

With your explicit consent, the output is shared with the broker who referred you. They use it to decide how to proceed with your case.

Before you begin

There is a fee to access the deal check. This is paid by you, not by your broker.

Consent is required before payment. You will be asked to confirm that the output will be shared with your referring broker.

The deal check is not an advisory service. The output is indicative, based on the information you provide.

Begin the deal check →

You will be asked to confirm consent and make payment before starting the questionnaire.