Question 1

Partner during fundraising

Accepted Answer

• Comprehensive support throughout the fundraising process, from preparation to closing.
 • Definition of the financing strategy, valuation, and structuring of the financial pitch.
 • Review and optimization of investor documents (business plan, data room).
 • Coordination with investors, lawyers, and auditors during negotiations.

Question 2

Sparring Partner for key decisions

Accepted Answer

• Strategic and financial analysis to guide major operational decisions.
 • Scenario modeling (growth, cash burn, profitability, headcount).
 • Optimization of governance and internal management processes.
 • Regular financial review sessions with executives and teams.

Question 3

M&A Support

Accepted Answer

• Preparation and execution of acquisitions, mergers, or divestments.
 • Deal structuring and financial modeling.
 • Coordination with legal and tax advisors to secure and optimize transactions.
 • Post-merger integration support to align processes and reporting.

Question 4

Due Diligence & Vendor Due Diligence (VDD)

Accepted Answer

• Conducting financial due diligence on acquisition targets.
 • Preparation of vendor due diligence for companies anticipating a sale.
 • Review financial statements, revenue recognition, margins, and working capital.
 • Identification of risks and value creation levers to support negotiation.

Lisan Advisory & M&A

Strategic and financial advice for executives and investors

A multi-level team effort