How do you build the assumptions catalogue?

We derive assumptions from the operating plan, historical performance and market evidence, then link each one to a source and a sensitivity.

How do materials adapt across audiences?

We adapt register and emphasis for each audience — venture capital, growth, strategic acquirer, private debt, family office — while preserving one underlying investment story.

Who signs the projections?

Projections and scenarios are the responsibility of the company. Our role is to structure, challenge and articulate them in institutional form.

Do you support the data room?

Yes. We design the data-room architecture and index, coordinate the population of documents and align it with the narrative shown to investors.

Cross-border strategy context — CGPH Banque d’affaires strategic & corporate advisory

Strategic Consultancy & Corporate Advisory

Business Plans, Investor Teasers & Pitch Decks

Name: CGPH Banque d’affaires
Address: Tour Ariane, 5 Place de la Pyramide, Puteaux, Paris La Défense, 92800, FR

Preparation of the strategic and financial narrative — integrated operating plan, financial model, investor teaser, pitch deck, information memorandum and diligence-ready data-room architecture.

Positioning

Our approach.

We prepare the strategic and financial narrative a company presents to investors and counterparties: integrated operating plan, financial model, sensitivities, investor teaser, pitch deck, information memorandum and a diligence-ready data-room architecture. The narrative is built to institutional standards, adapted to the target audience and kept internally consistent from the equity story down to the last model tab.

A serious business plan is a coordination artefact. It aligns the operating plan of the company, the assumptions it rests on, the financial model that quantifies them and the investor materials that communicate them. When any of these elements drifts from the others, credibility drops sharply.

The investor audience determines the register of the narrative. A venture-capital audience, a growth-equity audience, a strategic acquirer, a private-debt investor and a family office each read the same document through a different lens. We adapt the materials to the audience while keeping the underlying investment story consistent.

Detailed scope

Our engagements typically cover integrated operating plan, assumptions catalogue, financial model, sensitivity and scenario design, investor teaser, pitch deck, information memorandum and diligence-ready data-room architecture. The projections and scenarios remain the responsibility of the company; qualified professionals perform audit, legal and tax verification where required.

Who this is for

Founders and management teams preparing a raise.
Corporates preparing a strategic transaction.
Sponsors positioning a portfolio company for sale or refinancing.
Family businesses preparing an institutional dialogue with investors or lenders.

Common situations

First institutional round
A company preparing its first institutional round needs an investor-grade narrative and model.
Sell-side or refinancing preparation
A shareholder or sponsor is preparing a disposal or refinancing and requires a coherent set of materials.
Strategic reset
A company is repositioning its strategy and wants to align internal plan, model and external communication.

Engagement profile

Scale: Mid-market European business plans, investor teasers and pitch decks prepared for institutional readers.
Timing: Typically several weeks of preparation, with delivery calibrated to the mandate and stakeholder review cycles.
Geography: Continental European corridors with recurring activity across France, Italy, Luxembourg, Switzerland and Monaco; selective UK, MENA and transatlantic exposure.

What we advise and structure

Integrated operating plan and assumptions catalogue.
Financial model with sensitivities and scenarios.
Investor teaser and pitch deck.
Information memorandum aligned with the equity story.
Diligence-ready data-room architecture and index.
Standard deliverables: executive summary, integrated business plan, financial model (P&L, cash-flow, balance sheet with scenarios), investor teaser, pitch deck and information memorandum, delivered as a coherent set.
Audience adaptation across investor categories.

Our process

01
Frame
We frame the equity story, the audience and the strategic message with the leadership.
02
Plan
We structure the integrated operating plan and the assumptions catalogue.
03
Model
We build the financial model with sensitivities and reference scenarios.
04
Produce
We produce the teaser, pitch deck and information memorandum in coherent style and content.
05
Prepare
We prepare and coordinate the data room for investor engagement.

Strategic contribution

Consistent investment narrative
The narrative is internally consistent from the deck to the model and the data room.
Diligence-ready from day one
Materials and data room are prepared for institutional diligence before the process opens.
Audience-adapted delivery
The register of the materials is adapted to the investor audience while the underlying story stays the same.

Cross-disciplinary coordination

Financial modelling
The financial model is built to institutional readability standards and stress-tested against reference sensitivities.
Audit and accounting
Auditors and accountants verify historical figures and disclosure treatment where required.
Legal and tax
Qualified counsel and tax advisers validate the legal and tax dimensions referenced in the materials.

Why CGPH

Institutional-grade craftsmanship
Materials and models are built to the standard expected by professional investors.
Coherence across artefacts
The same team owns the equity story, the deck, the model and the data-room architecture.
Audience calibration
Materials are calibrated for the audience while preserving the coherence of the underlying story.

When we’re a fit

We are a fit when

Companies preparing a fundraising, M&A or credit process.
Founders needing a coherent institutional narrative and financial model.
Sponsors coordinating investor materials across multiple counterparties.

Less suited when

Documents intended purely for marketing or PR use.
Materials designed to overstate traction or defensibility.
Standalone graphic design work without a corporate finance context.

Key considerations

Projections and scenarios are illustrative and remain the responsibility of the company.
Audit, legal and tax verification is performed by qualified professionals; final transaction terms rest with the parties and the definitive documentation.

Frequently asked questions

How do you build the assumptions catalogue?: We derive assumptions from the operating plan, historical performance and market evidence, then link each one to a source and a sensitivity.
How do materials adapt across audiences?: We adapt register and emphasis for each audience — venture capital, growth, strategic acquirer, private debt, family office — while preserving one underlying investment story.
Who signs the projections?: Projections and scenarios are the responsibility of the company. Our role is to structure, challenge and articulate them in institutional form.
Do you support the data room?: Yes. We design the data-room architecture and index, coordinate the population of documents and align it with the narrative shown to investors.