Agentic Corporate Finance

Reviews your materials like an experienced corporate finance advisor.

Navaris Review analyses your pitch deck, executive summary and data room in the context of the wider business, then tells you whether the story, metrics and evidence are strong enough to raise. It highlights strengths, weaknesses and gaps, maps likely investor concerns, and suggests evidence-based improvements — so you address weaknesses before investors do.

• Pitch deck and executive summary reviews
• Fundraise and data room readiness scores
• Strength, weakness and gap analysis
• Investor concern mapping
• Evidence-based recommendations and suggested wording

Turns your information into fundraise- and diligence-ready documents.

Navaris Diligence creates narrative-led corporate finance documents from the information held in Navaris Context — drafting from scratch, structuring the argument and pulling in supporting evidence. It also responds to diligence questions from investors, acquirers, lenders or grant bodies, explaining the answer clearly and linking back to the underlying source.

• Investment memos, executive summaries and pitch deck outlines
• Market, product, customer and IP summaries
• Use of funds and revenue model drafts
• Cited responses to diligence questions
• Investor and buyer briefing packs with supporting evidence

Finds and drafts relevant grant applications from information you already have.

Navaris Grants identifies grant and other non-dilutive funding opportunities, assesses whether you are a good fit, and drafts application materials from your existing business, technical, commercial and impact information — so you reuse what you have rather than recreating it for every application.

• Relevant grant opportunity shortlist
• Eligibility, fit and readiness assessment
• Draft application responses
• Technical, commercial and impact statements
• Missing-information checklist and reusable content library

Explains funding terms in plain English and helps you prepare to negotiate.

Navaris Terms reviews investor term sheets and funding documents and explains them in clear, practical language — covering valuation, option pools, liquidation preference, anti-dilution, board and consent rights, vesting, drag/tag and more. It compares the proposed terms against typical expectations for your stage and suggests where you may want to push back, ask questions or seek legal advice.

• Plain-English term sheet explanation
• Key economic and control rights summaries
• Stage-market comparison and founder- vs investor-friendly assessment
• Unusual or aggressive term flags
• Negotiation points, suggested pushback and lawyer briefing notes

Navaris Terms is guidance and preparation, not a substitute for legal advice.

Creates board- and shareholder-ready reporting from live company information.

Navaris Reporting pulls together financial, commercial, operational and strategic information from your live business context to draft full reports. It does more than surface metrics — it explains what has changed, why it matters and what leadership should focus on next, tailored for board members, shareholders, investors or internal teams.

• Board pack and monthly shareholder update drafts
• Investor and CEO update emails
• Financial, cash runway and pipeline commentary
• Product, customer and hiring updates
• Risk summaries, board asks and action tracking

Gives programmes live visibility across portfolio progress, readiness and support needs.

Navaris Portfolio aggregates structured information across the companies in an accelerator, incubator, university or venture programme. It tracks progress, milestones, readiness and support needs at both company and portfolio level — so programme teams can see where intervention is needed and demonstrate the impact they create.

• Portfolio progress dashboard and company-level summaries
• Fundraise, data room and grant readiness tracking
• Revenue, customer and traction milestones
• Support-need flags and at-risk company indicators
• Cohort and programme impact reporting