Independent project review, investment memo and deal terms
Consulting for investors and business angels at Finetic Consulting is an independent financial filter on the investor’s side: we check projects against your thesis, prepare an investment memo with a “proceed / reject / request data” recommendation, review deal terms and, after you invest, monitor the project. The decision always stays with the investor.
An independent project filter and investment memo on the investor’s side.
Learn moreFinancial review of a company or an SL stake on the buyer’s side.
Learn moreChecking a bar, café, shop or salon before you buy: profit, debts, lease, licences.
Learn moreDeal economics, a term sheet and a draft agreement for your lawyer.
Learn moreWe work for the investor who hired us and are not paid by the project.
An investment memo: what was checked, red flags, hidden assumptions, questions for the founder.
A one-off review or an ongoing screening layer aligned with your thesis.
15–30 minutes, free: the task, timing, first step.
You send the documents; we fix the scope, timing and price.
Analysis, calculations, online check-ins.
A report and decisions, then support as agreed.
Project screening against your investment thesis, an investment memo with a recommendation, financial due diligence, review and structuring of deal terms, and monitoring of the project after the investment.
No. We provide an independent assessment and a recommendation; the decision always stays with the investor.
Yes — with business angels, private investors, funds, investment platforms and boards of directors.
It depends on depth: a quick filter, an investment assessment or a pre-investment review. For a regular deal flow — a retainer or a fee per memo. We quote the price after the introductory call.
Yes: a traspaso audit for a small business with a lease, and financial due diligence for a company or a stake. Legal review is handled by a lawyer; we work alongside them.
Tell us about your thesis or a specific project in a free 15–30 minute call.
