01 / Triggers
When companies need transaction-ready finance
The moments when the financial story is about to be tested.
Fundraising
An institutional raise where the model and numbers will be examined line by line.
Buy-side acquisition
Modelling a target and the operating thesis before capital is committed.
Sell-side preparation
A data room and financial story built before a competitive process opens.
Refinancing
A credible outlook and history for lenders to underwrite against.
PE portfolio reporting
Consistent, investor-grade reporting across a portfolio.
Exit preparation
The finance function ready for the scrutiny an exit brings.
02 / The test
What investors and diligence teams test
Diligence probes the same things every time. We build for them in advance.
- Data quality. Can the numbers be traced back to source and reconciled?
- Forecast logic. Are the assumptions driver-led and defensible, or grown by a percentage?
- KPI definitions. Do the metrics mean the same thing everywhere they appear?
- Historical consistency. Does the track record hold together across periods?
- Cash and working capital. Is the cash story as robust as the profit story?
- Audit trail and documentation. Can every number be explained and evidenced?
03 / Scope
Our support
We build the materials and stand alongside management through the process.
Investor reporting
Consistent, investor-grade reporting through and beyond the transaction.
Financial models
The acquisition, raise or exit model, built to withstand diligence.
Data-room preparation
The financial data room, organised and defensible.
Board packs and investment cases
The narrative and numbers that make the case.
Diligence support
Management support through the questions, live, as they come.
Working-capital and cash analysis
The cash story built to the same standard as the P&L.
04 / Method
The transaction-readiness process
We prepare the finance function before the process starts, then support it through.
- Readiness assessmentA structured view of where the financials would come under pressure in diligence.
- Gap remediationFixing the data, definitions and documentation before anyone else looks.
- Model and reporting buildThe model, reporting and data room built to institutional standard.
- Diligence supportAlongside management through the questions, keeping the story consistent.
05 / Evidence
Case evidence
Anonymised. Names are withheld; the shape of the engagement and the outcome are real.
A PE buyer evaluating an industrials target needed an acquisition model. We built it, stress-tested the operating thesis, sensitised the returns and gave the deal team the numbers they needed to commit capital with conviction, inside 34 days.
A CTV and streaming-data business went through an institutional raise with us embedded alongside the CFO. Both the model and the analysis were tested in diligence and stood up. The round closed.
06 / Fit
Who this is for
This is for PE-backed management teams preparing for an institutional raise, an acquisition, a refinancing or an exit. It is most valuable when a process is on the horizon and the finance function is not yet built to the standard diligence will apply.
Three Sixty Finance is led by Arta Ramaj and Ellery Hodson. Senior finance operators are accountable for every judgement, with technology used to remove the manual bottlenecks underneath.
07 / Questions
Frequently asked questions
What does investor-grade finance infrastructure mean?
It means reporting, models and an audit trail built to the standard an investor or diligence team applies: traceable data, driver-led and defensible forecasts, consistent KPI definitions, and documentation that can explain every number.
When should we start preparing for a transaction?
Before the process begins. The financial story is far stronger when data quality, forecast logic and documentation are built in advance rather than assembled under pressure once diligence starts.
Do you support us during diligence itself?
Yes. We stand alongside management through the process, handling the financial questions as they come and keeping the story consistent across the model, reporting and data room.
Can you build the acquisition or raise model?
Yes. We build the model and stress-test the operating thesis. In one PE buy-side engagement we delivered a full acquisition model inside 34 days.
What does a diligence team actually test?
Data quality, forecast logic, KPI definitions, historical consistency, cash and working capital, and the audit trail. We build for each of those in advance.
Have your numbers held up in real diligence?
Yes. We have supported live institutional raises where the model and analysis were tested in diligence and the round closed.
Prepare your finance function for investor scrutiny
Tell us what is on the horizon. We will come back to you with a clear view of where we can add value.
Talk to the team