01 / TRANSACTION SUPPORT
Fortuna Identity
M&A process
Prepare the numbers, transaction story and buyer-facing materials for an M&A process.
Review this mandatePrivate proposal · 24 September 2026
Fortuna Group.
Four focused mandates.
A concise view of the work, timing and revised fees appears below. Open any mandate for the detailed scope and deliverables.
Executive summary
The complete proposal, at a glance.
Three transaction preparation mandates and one FP&A setup mandate. Select a workstream below to read its detailed scope.
Three transaction mandates · revised total$22,500 $20,250FP&A fee excluded · to be agreed separately
Payable monthly over 3 months
All three transaction mandates commence together on signing. The $20,250 total is payable in three monthly instalments of $6,750: the first on signing, followed by one payment at the start of each of the next two months.
Proposal for Fortuna Group
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Fortuna Identity
02 / CAPITAL RAISE
Fortuna Cysec
fundraise
Shape an investor-ready model and narrative, with a controlled process workspace.
Review this mandate03 / CAPITAL RAISE
Fortuna Clouds
fundraise
Build the investor case for cloud-native enterprise automation, products and services.
Review this mandate04 / FINANCE CAPABILITY
Fortuna Group
FP&A setup
Senior FP&A Partner-led build with 1–2 supporting resources, followed by team handover.
Review this mandateSelected proposal
Scope and delivery
Open any work package for activities and outputs. Select another mandate below, or return to the four-proposal overview.
Fortuna Identity · M&A
Make the business clear, credible and ready for buyer review.
The mandate covers preparation and process support for a potential M&A transaction involving the identity management business.
Financial modelA buyer-ready view of historic performance and the forward plan.
Reconcile reported financials to management data; build revenue by service, product, customer or geography where available; model gross margin, operating cost, working capital and cash flow; create base, upside and downside cases.
Output · Editable integrated model, assumptions register and management review notes.
CIM supportA defensible investment story built from source evidence.
Interview management; map business lines and revenue quality; articulate capabilities, differentiation, customer mix and growth levers; prepare exhibits and draft/review inputs for the conventional confidential information memorandum.
Output · Agreed narrative outline, evidence checklist, charts and CIM content support.
SMART teaserA concise digital first impression for qualified buyers.
Translate the approved thesis into a short interactive narrative with selected highlights, controlled information disclosure and a clear next step.
Output · Responsive SMART teaser link and share-ready static fallback.
SMART CIMA guided, evidence-linked buyer experience.
Develop the approved CIM story as a navigable digital experience, with deeper evidence layers, financial exhibits and a consistent reading flow across devices.
Output · Responsive SMART CIM and review-ready content map.
Deal dashboardOne place to govern the transaction process.
Configure the buyer pipeline, contact and NDA stages, requests, Q&A, diligence tasks, owners, dates and decision log. Access and hosting arrangements will be agreed at kickoff.
Output · Working process dashboard, fields and handover guide.
Fortuna Cysec · fundraise
Translate the platform and growth plan into an investable case.
The mandate covers fundraise preparation for the managed cybersecurity business, with material tailored to an investor audience.
Financial modelAn investor-ready forecast connected to commercial drivers.
Build historical and forecast revenue by relevant product, service and contract categories; model customers, renewals, delivery costs, hiring, margins, cash runway and funding scenarios using available data.
Output · Editable model, assumptions register and sensitivity views.
CIM supportA grounded case for the fundraising audience.
Translate platform, services, market position, traction, unit economics and use of proceeds into a coherent investment narrative; prepare exhibits and draft/review inputs for the conventional CIM.
Output · Investment thesis, proof checklist, exhibits and CIM content support.
SMART teaserA controlled first look for potential investors.
Create a concise, responsive introduction to the business and fundraising thesis, with approved metrics and a clear route to deeper material.
Output · SMART teaser link and share-ready static fallback.
SMART CIMA deeper investor story with evidence on demand.
Build an interactive CIM experience with narrative progression, operating and financial exhibits, data-source notes and device-responsive presentation.
Output · SMART CIM and review-ready content map.
Deal dashboardA visible fundraising process.
Track investor universe, introductions, interest, NDA stage, materials shared, diligence questions, next actions and decisions in one controlled workspace.
Output · Working fundraise dashboard and handover guide.
Fortuna Clouds · fundraise
Turn the automation portfolio into a clear investor case.
The mandate prepares Fortuna Clouds for a potential fundraise, connecting its cloud-native enterprise products, IAM automation and services to a supportable growth plan.
Financial modelShow how product adoption and services convert into growth and cash.
Build a historical and forecast model using available revenue by product and service, customers, contracts, renewals, implementation economics, delivery capacity, margins, hiring and cash needs. Include funding and sensitivity scenarios where inputs support them.
Output · Editable model, assumptions register and investor-facing sensitivity views.
CIM supportExplain the platform, proof points and route to scale.
Work with management to frame the product portfolio, customer problems, differentiation, commercial traction, deployment model, go-to-market plan and use of proceeds. Validate material claims against company-provided evidence.
Output · Investment thesis, evidence checklist, exhibits and CIM content support.
SMART teaserA concise first look for qualified investors.
Present the approved fundraise story in a short, responsive experience with selected product, market and commercial highlights and a clear route to deeper material.
Output · SMART teaser link and share-ready static fallback.
SMART CIMA guided investor view with evidence behind the story.
Translate the approved CIM narrative into a navigable digital experience covering portfolio, customers, economics, growth plan and financial exhibits.
Output · Responsive SMART CIM and review-ready content map.
Deal dashboardKeep the fundraise process organised.
Set up investor pipeline stages, outreach status, NDA and document access tracking, requests, Q&A, owners, dates and decision log. Access and hosting arrangements will be agreed at kickoff.
Output · Working process dashboard, fields and handover guide.
Fortuna Identity + Fortuna Cysec + Fortuna Clouds · FP&A
Build the management finance rhythm, then transfer it to the permanent team.
This concentrated 3–4 month setup covers diagnosis, design, implementation and handover. It serves Fortuna Identity, Fortuna Cysec and Fortuna Clouds while preserving entity-level visibility.
Diagnostic & operating blueprintEstablish a factual baseline for all three entities.
Review current reporting, chart of accounts, close process, revenue and cost drivers, data ownership, systems and working capital; identify gaps and define entity-level and group reporting needs.
Output · Gap assessment, KPI dictionary, target operating model and prioritised implementation plan.
Budget & forecast enginePut planning into a repeatable model.
Design an annual operating plan and rolling forecast process for each entity; connect commercial drivers, resource plans, costs, cash and scenarios; set owners and a refresh calendar.
Output · Budget and forecast templates, assumptions register and planning calendar.
MIS & dashboardsGive leadership a dependable monthly view.
Create P&L and cash packs, budget-versus-actuals, variance commentary, operating KPIs and group consolidation; pilot a management dashboard where source data supports it.
Output · Monthly MIS pack, dashboard definitions and first operating cycle.
Governance & business reviewTurn reporting into decisions.
Set close dates, data owners, quality checks, monthly business review agenda and action tracking; establish escalation points for missing or inconsistent information.
Output · Reporting calendar, review agenda, decision log and standard operating procedures.
Permanent team handoverTransfer capability to Fortuna’s finance organisation.
Define roles for the full FP&A team, support onboarding, document models and workflows, run shadow cycles and agree acceptance criteria with leadership.
Output · Role profiles, SOP library, training sessions and signed handover checklist.
FP&A transition plan
Build the rhythm. Transfer ownership.
MONTH 01 · NOVEMBER 2026
Diagnose
Establish the baseline for each entity.
- Reporting and data review
- Driver and KPI map
- Gap assessment
- Finance operating blueprint
MONTH 02 · DECEMBER 2026
Build
Put the planning engine in place.
- Budget and forecast templates
- Cash flow view
- MIS definitions
- First dashboard prototype
MONTH 03 · JANUARY 2027
Run
Operate the first management cycle.
- Monthly MIS pack
- Variance analysis
- Business review cadence
- Close and reporting calendar
OPTIONAL MONTH 04 · FEBRUARY 2027
Transfer
Stabilise and hand over to the permanent team.
- Role design and onboarding
- SOPs and template library
- Training and shadow cycles
- Handover sign-off
The roadmap is indicative from a November 2026 diagnostic start; activities can overlap where useful.
Engagement economics
Fees and payment terms
The transaction preparation mandates are priced individually. FP&A fees will be agreed separately.
Fortuna Identity · M&A$7,500$6,750
Fortuna Cysec · fundraise$7,500$6,750
Fortuna Clouds · fundraise$7,500$6,750
Total engagement cost · three mandates$22,500$20,250
Fortuna Group FP&A setupTBD
Payment schedule
All three transaction mandates commence together on signing. The $20,250 total is payable in three monthly instalments of $6,750: the first on signing, followed by one payment at the start of each of the next two months. FP&A is excluded from this total.
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