Confidential Client | 2024-2025

Investor Pitch Deck & Liquidity Deal Structuring

SAR 150M Liquidity Facility Secured Through Strategic Financial Storytelling

≈ SAR 150M Liquidity Facility Secured

Project Overview

Role

Senior Financial Storytelling Consultant

Client Type

Growth-stage company (confidential)

Timeline

2024-2025

Deal Value

≈ SAR 150M liquidity facility secured

Key Services

Investor pitch deck development, due diligence materials, financial narrative development, leadership coaching

The Challenge

📊

Fragmented Financial Story

Company preparing to raise liquidity but lacked cohesive investor story

📈

Unclear Metrics

Dispersed financial metrics made narrative unclear to potential investors

📋

Missing DD Materials

No standardized Q&A or due diligence materials prepared

⏱️

Slow Negotiations

Investor readiness gaps were slowing negotiation progress

👥

Leadership Support Needed

Leadership team needed support in investor conversations

Strategic Approach

01

Financial Consolidation

Consolidated dispersed metrics into clear, investor-ready financial dashboard

02

Narrative Development

Built compelling investor pitch deck with market-aligned storyline and design

03

DD Preparation

Developed comprehensive due diligence and Q&A appendix anticipating investor concerns

04

Leadership Coaching

Supported management team in investor negotiations and presentation delivery

Results & Impact

≈ SAR 150M Liquidity Facility Successfully Secured

Enhanced leadership confidence in investor presentations

Streamlined due diligence process with ready documentation

Aligned internal and external stakeholders through clear financial storytelling

Accelerated negotiation timeline through improved investor readiness

Proof of Work

Confidential Data Redacted - Sample Deliverables Shown

Financial Highlights

CONFIDENTIAL
Revenue Growth XX%
Margin XX%

Sample Pitch Deck Slide

Financial Highlights Overview

Investor Q&A Appendix

Category
Questions Covered
Financial
Revenue model, projections
Market
TAM, competition, positioning
Operations
Scalability, processes

Investor Q&A Appendix

Comprehensive due diligence materials

Financial Dashboard

SAR XXM
Revenue
XX%
Margin
SAR XXM
Liquidity

Financial Dashboard

Key performance indicators and metrics

Liquidity Facility Structure

Tranche A
SAR XXM
Tranche B
SAR XXM
Total: ≈ SAR 150M

Deal Structure Visual

Liquidity facility breakdown

Fundraising Timeline

Initial Outreach
Due Diligence
Negotiation
Close

Fundraising Timeline

Process flow from outreach to close