The Goal
1
Establish a clear, independent baseline of the company’s governance position.
2
Assess the company’s financial position and identify key gaps.
3
Link practical improvements to the company’s growth plans.
The Governance Review
The Governance Review
Helping a growing business become ready for institutional investment.
Client Overview
A growing EdTech company was preparing to expand its AI-enabled learning platform and pursue institutional growth capital.
The company needed an honest assessment of its governance and financial transparency before entering formal investor discussions.
The Challenge
The company needed to know:
➤ Whether its governance structure could support its next stage of growth.
➤ Where risks existed before investors identified them.
➤ What needed to change before formal due diligence.
Our Approach
We used ZER’s Investor-Ready Governance Audit Matrix to assess the company’s governance structure.
Rather than simply identifying gaps, we prioritised the changes that mattered most for the company’s growth and capital plans.
The Result
1st baseline
documented governance baseline established
Early risks
identified before becoming investor due-diligence issues
Clear roadmap
structural improvements mapped to future growth and capital plans
Our Impact
The company moved from relying mainly on founder-led credibility to building institution-led readiness. It now had a clearer picture of its governance position, the risks that needed attention and the steps required to become more ready for institutional capital.
