Four service lines. One integrated engagement.

Investment narrative and positioning. Investor materials — deck, financial model, data room. Investor targeting and outreach management. Term sheet support. The Portuguese operational angle integrated where it strengthens capital efficiency arguments. Format: senior-led retainer. Success fee on completion agreed at mandate initiation, structured to remain outside FCA-regulated arranging activity.

Design of UK holding plus Portuguese operating entity architecture. Legal form selection (branch vs. subsidiary). Employment structure. Introduction to AICEP’s inward investment services and the institutional ecosystem. Transfer pricing framework. Cross-border operational set-up. Portugal operates in the same time zone as the UK — the operational infrastructure you build here integrates directly with your London team, without the coordination overhead that comes with more distant outsourcing destinations. Delivered with embedded legal and tax partners — Balurca manages the process, partners provide the regulated structural advice. Format: fixed-fee module.

SIFIDE eligibility assessment and application management for qualifying R&D expenditure in your Portuguese entity. Portugal 2030 grant framework scoping — identifying active calls relevant to your investment profile. Banco de Fomento instrument assessment. Horizon Europe co-financing scoping where applicable. Eligibility is assessed rigorously before any application commitment. Format: fixed-fee module scoped to the applicable instruments.

Curated introductions to Portuguese VC, PE, and family office decision-makers. Road show facilitation in Lisbon. IC material preparation calibrated to Portuguese investor expectations. Format: integrated into capital strategy retainer, or available as a standalone mandate for founders with an existing UK raise who want parallel Portuguese investor access.