Technology and software,raised properly
SaaS, marketplaces and platforms, raised on metrics that reconcile to the accounts rather than to a slide.
What is different about raising in tech
ARR, net revenue retention, gross margin and burn multiple are the four numbers a committee tests first. If they do not reconcile to the accounts, the process stalls.
Growth equity and buyout capital ask different questions from venture. The same deck rarely serves both.
Churn definitions matter. Diligence will recalculate yours.
The engine behind the raise
Capital types we most often work across here: Venture capital, Growth equity, Buyout.
- Metric pack: ARR bridge, cohort retention, burn multiple, gross margin by line
- Deck and memorandum tuned to the capital type you are actually raising
- Data room built to survive a quality of earnings review
- Investor audience matched to stage, cheque size and sector thesis
- Live investor operations: outreach, meeting flow, follow up and pipeline reporting
The questions capital will ask
If you cannot answer these with evidence in the data room, the process stalls at week two.
- What is ARR today, and what is the ARR bridge for the last eight quarters?
- What is net revenue retention, and how is churn defined?
- What is your burn multiple, and how long is the runway at current spend?
- Have the founders taken money off the table, and how much skin is in the game?
We work across private markets
Fintech
Payments, lending, wealth infrastructure and embedded finance, raised with materials that survive a diligence team who already knows the sector.
View sectorDeeptech
Hard science, long horizons and technical risk, presented so a generalist committee can underwrite what a specialist already understands.
View sectorLife sciences
Clinical, regulatory and reimbursement risk explained in one sequence a committee can underwrite.
View sectorBiotech
Platform or asset, preclinical or clinical, the raise gets built around what the next milestone proves and what it costs.
View sectorHealthtech
Digital health and care technology, raised on adoption evidence, procurement reality and a credible route to contracted revenue.
View sectorEngineering and industrials
Manufacturing, advanced engineering and industrial businesses, raised on order book, capacity and the capex plan behind them.
View sectorCleantech and energy transition
Where technology risk meets project risk, raised with the structure, offtake and permitting position resolved before outreach begins.
View sectorInfrastructure projects
Shovel-ready or nearly there, raised on planning, permits, offtake and a contracting structure that stands up to lender diligence.
View sectorReal estate
Development and income strategies, raised on site control, planning status, debt position and a stated exit.
View sectorPrivate credit
Borrowers and sponsors raising private debt, presented with the security package, coverage and covenant position resolved up front.
View sectorSustainable Wealth Group is not authorised or regulated by the Financial Conduct Authority. Nothing on this page is advice, or an invitation or inducement to engage in investment activity. Capital at risk.