The Goal
1
Establish an independent baseline of the company’s governance position.
2
Assess its financial position and identify critical gaps.
3
Prioritise practical improvements aligned with its growth and capital plans.
The Governance Audit
The Governance
Audit
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
➤ Test whether its governance structure could support its next stage of growth.
➤ Identify governance and financial risks before investors do.
➤ Close critical gaps before formal due diligence.
Our Approach
ZER DTA – Diagnose → Translate → Apply
Diagnose: Establish an independent view of the company’s governance and financial position.
Translate: Identify the critical gaps and risks that could affect investment readiness.
Apply: Map the practical improvements required before formal due diligence.
The Result
9
governance domains reviewed
5
priority areas identified
3
governance gaps identified
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.
