The challenge
- Forecast assumptions are not fully linked to historical actuals.
- There is no clear funding-gap or debt-service view.
- The financial pack is not yet lender-ready.
Representative Capability Case
Preparing financial information for funding
A growing business is planning a new investment and needs bank financing, but forecasts, use of funds and historical information are not presented in one coherent framework.
The Looma approach
- Historical review and normalisation of key figures.
- Financial model, cash-flow and scenarios.
- Use-of-funds, funding gap and lender Q&A pack.
The value of the structure
Funding Readiness
The financing discussion is supported by consistent financial data, clear assumptions and structured documentation.