An organised information request
A single list of what the appointed finance professional has requested, who will provide it and when. Draft, missing and final documents are distinguished so nobody relies on the wrong version.
Keep the financing work connected
Commercial funding coordination
A funding discussion can hold up a wider project when information, adviser questions and dates are scattered. I can coordinate the preparation and follow-up around your appointed finance professionals, giving you a clearer view of what remains outstanding.
Work directly with Jack. Scope, responsibilities and fees agreed before work begins.
Who this is for
For business owners and acquisition principals whose project involves a financing workstream alongside legal, accounting or operational tasks. This service is useful where someone needs to organise the process and keep the right people informed.
Practical work. Visible outputs.
Know what you are asking me to deliver.
Agree the immediate priorities, the people involved and the output you need to make your next decision.
A connected project timetable
Funding decision points sit alongside the wider transaction or property milestones. Dependencies and unconfirmed dates are visible without treating an initial conversation as a finance commitment.
A useful status summary
A concise record of questions raised, information submitted and next steps confirmed by the relevant professional. The principal can see where attention is needed and who owns the response.
Connect the moving parts
The work behind the next step.
My role is to organise the agreed work and keep questions moving. Your appointed professionals remain responsible for their specialist advice.
Brief and information
Help describe the business objective, intended use of funds and project timing for the appointed specialist. Request financial figures from the people responsible for preparing and approving them.
Adviser liaison
Coordinate questions between the owner, accountant, legal team and finance professional where authorised. Pass factual responses accurately and retain the source of important statements.
Professional introductions
Where a relevant contact is available, discuss an introduction with permission. The professional determines whether they can act and explains their own services, fees and applicable process.
Conditions and handovers
Track information or actions that the finance professional confirms are outstanding. Legal interpretation, funding suitability, approval and execution remain with the appointed professionals and authorised parties.
From first conversation to next decision
A clear route through the work.
Explore the stages we can agree together. The sequence follows the project; it is not a promised completion timetable.
Open any stage to see what it involves. You stay in control of the decisions.
Describe the project
Start with the business purpose, current stage and financing discussions already underway. Detailed documents are not needed for the first enquiry.
Identify the responsibilities
Confirm who provides finance advice, who prepares the accounts and who controls decisions. Define precisely what coordination you want from me.
Organise the requirements
Compile the specialist’s information list and agree document owners, secure sharing and target dates. Flag requests that need clarification.
Follow up the open items
Track responses and communicate updates within the agreed authority. Escalate missing information or timing conflicts to the person able to resolve them.
Record the next position
Summarise the specialist’s confirmed next steps and any remaining dependencies. Agree whether coordination continues into another phase or ends with a handover.
Illustrative brief · not a client case study
Joining the funding questions to the project plan
The situation
Illustrative potential engagement: a business owner is discussing finance with an appointed specialist while their accountant and solicitor are completing connected work.
The work to agree
A coordination brief could bring the specialist’s requests into one register, allocate document owners and schedule a review of outstanding dependencies.
A useful output
The intended output is a more organised process and a clear status report. It does not imply a lending offer, successful funding or confirmation that a proposed facility is suitable.
Make the first conversation useful
Your starting brief.
You do not need every answer before getting in touch. Tick the points you can already outline and use the rest as prompts for our conversation.
0 of 6 items prepared
Start with what you know. An incomplete brief is welcome.
These ticks stay on this page, are not saved or sent to Jack, and clear when you reload. They are preparation prompts, not a readiness assessment.
Discuss this briefThe enquiry opens with this service selected. Add a short outline in your own words; share confidential papers only through an agreed secure route.
Before we begin
Questions worth asking.
Start with the objective and your current stage. We can work out the practical scope together.
Is this the same as arranging finance?
No. This consultancy service covers preparation, factual liaison and project coordination. Any finance advice or arrangement must be separately scoped through the appropriate professional service, with its own terms and disclosures.
Link to this answerCan you help with property finance too?
You can raise the property element in the initial conversation. We will distinguish any separate mortgage or property-finance service from the consultancy brief, rather than assuming one appointment covers both.
Link to this answerWill you prepare or certify our financial forecasts?
The business and its appointed accountant or specialist remain responsible for financial assumptions and forecasts. I can coordinate requested inputs and versions, but the consultancy brief does not provide accounting assurance or forecast certification.
Link to this answerCan you raise equity or introduce investors?
Do not treat this service as equity fundraising, investment advice or arranging investments. If that is your requirement, explain it at the outset so we can establish which appropriately authorised specialist needs to consider it.
Link to this answerA useful first conversation
What needs to move forward?
A short outline is enough: the objective, the current position and the date you are working towards.
A clearly agreed role. You retain commercial and investment decisions. Consultancy does not include legal, tax or regulated investment advice, a funding guarantee, or handling client money. Where a transaction needs regulated corporate finance, investment or other specialist advice, the appropriate professional must be appointed separately. Mortgage and protection advice is a separate engagement through Mortgage Force (UK) Ltd.
Consultancy content updated 17 October 2026. Illustrations depict the service, not an actual client transaction.