How We Work

What happens:

→ You explain where you are and what inflection point you're facing

→ We assess whether we're the right fit (we’re selective — less than a handful of clients at a time)

→ We discuss potential engagement models and next steps

What we’re evaluating:

→ Are you at a genuine inflection point where we can add value?

→ Do you have the data and decision authority we need to be effective?

→ Is there personal/professional chemistry?

What you should evaluate:

→ Do they understand my business and challenges?

→ Have they been through what I'm going through?

→ Do I trust them with strategic decisions?

Outcome: Either we schedule a deeper discovery, or we refer you to someone better suited.

What happens:

→ 2–3 deep strategic sessions (90 minutes each)

→ Review financials, roadmap, operations, capital structure

→ Identify the single milestone that unlocks next-stage growth

→ Map your strategic options (raise, optimise, exit, expand)

What we need from you:

→ Financial data (P&L, cash flow, unit economics)

→ Current roadmap and team structure

→ Access to co-founder/CFO for data questions

→ 4–6 hours of your time over two weeks

Deliverable: Inflection Point Thesis (3–5 pages)

→ Where you are

→ What inflection point you're facing

→ Strategic options and recommended path

→ What needs to happen in next 6-12 months

Outcome: We decide together whether to proceed with full engagement.

What happens:

→ We design the specific engagement model that fits your needs

→ Clear scope, timeline, deliverables, and cost

→ Formal engagement letter

Engagement Options:

Growth Capital Advisory

Focus: Fundraising preparation, investor narrative, introductions

M&A Readiness & Exit Advisory

Focus: M&A positioning, buyer landscape, strategic introductions

Fractional Scale Executive (CPTO / CPO / COO)

Focus: Hands-on operational leadership and execution

Board Advisory

Focus: Ongoing strategic counsel and network access

Project-Based

Focus: Specific deliverable (roadmap audit, market entry strategy, etc.)

What the working relationship looks like:

For Capital Advisory (Growth or M&A):

→ Intense frequent strategic sessions for first month

→ Daily or Weekly sessions after that

→ Ad-hoc support for investor/buyer meetings

→ Direct access via email/WhatsApp for urgent decisions

→ Warm introductions rolled out regularly

For Fractional Scale Executive:

→ 2–3 days per week embedded with your team

→ Weekly leadership team meetings

→ Direct ownership of specific initiatives (roadmap, ops, partnerships)

→ Monthly board prep and strategic planning

→ Slack/email access for daily questions

For Board Advisory:

→ Quarterly board meetings (2–3 hours)

→ Monthly strategic sessions (60–90 minutes)

→ Ad-hoc email/call support between meetings

→ Network introductions as relevant

Every engagement has clear milestones:

Capital Advisory Milestones

→ Inflection point thesis and capital strategy defined

→ Investment narrative and pitch deck complete

→ Investor introductions underway, first meetings scheduled

→ Term sheets received, closing process

M&A Advisory Milestones:

→ M&A timing assessment and strategic positioning complete

→ Buyer landscape mapped, DD prep underway

→ Strategic buyer introductions made

→ Management presentations, LOI negotiations

Fractional Scale Executive Milestones:

→ Inflection point defined, operating model designed

→ Roadmap simplified, key processes implemented

→ Founder time freed 50%+, metrics improving

→ Permanent hire made or function transition complete

At each milestone, we review:

→ What's working and what needs to change

→ Are we on track for desired outcome?

→ Should we extend, transition, or conclude?