Built for Deals.
Embedded for Impact.
We prepare companies for transactions. Starting with a diagnostic, we address the gaps that derail deals. So when processes start, our clients are ready and stand out from the crowd.
How We Deliver
Diagnostic
We assess reporting, SaaS metrics, models, data infrastructure and strategy to pinpoint growth levers, value drivers and the gaps holding valuations back.
The Output: Prioritised deal readiness assessment.
Deal Roadmap
Stakeholder Alignment. We work with executives, board, investors and advisors to align on findings, validate priorities and build consensus on a structured pathway.
The Output: Deal roadmap with stakeholder alignment to clear milestones.
Deal Preparation
We embed into teams to build or upgrade financial models, metrics, governance frameworks, IMs, data rooms, and VDD. Structured execution and accountability to deliver the deal roadmap.
The Output: Investment grade deal materials.
Deal Execution
We run capital raises, and provide deal assist on exits. From pitch preparation to diligence management, negotiation and close.
The Outcome: Stronger valuations, without surprises.
Where We Focus
Once the diagnostic and alignment are done, most of our work falls into three areas. These are the typical areas we support in deal preparation and execution, with deliverables tailored to each circumstance and company needs.
Financial Infrastructure
Build Financial Substance
The best companies treat finance as the engine to articulate valuation during a transaction. We architect the systems, processes, and reporting that provide simple clarity on performance and potential.
- SaaS Metrics & Reporting: Unit economics, cohort analysis, and KPIs that tell your real story
- Product, GTM and AI Strategy: Operational data, AI capability and customer economics rolling up into growth, profit and valuation drivers
- FP&A & Forecasting: Driver based models that connect strategy to execution
- Board & Investor Packs: Materials that demonstrate control and build confidence
Transaction Preparation
Deals From a Position of Strength
Most companies aren't ready when deals start. Financial infrastructure built for operations doesn't hold up in diligence, and investors want to see clear strategy and measurable execution. We get companies ready.
- Readiness Assessments: Systematic review to identify and address gaps before they matter
- Investment Materials: IMs, models, and data rooms built to withstand scrutiny
- AI + Data Strategy: Articulate how your AI capability and data position create sustainable competitive advantage
- Governance & Structure: Frameworks that demonstrate maturity, and remove obstacles to a deal
Strategic Deal Capacity
Expert Deal Capability During Critical Moments
Transactions create competing demands precisely when execution matters most. We provide the specialised capacity to maintain momentum on all fronts.
- Embedded Deal Team: Senior resources who understand your business from the inside
- Structuring Support: Commercial guidance on deal terms and mechanisms
- Post-Transaction Continuity: Ensuring operational momentum through completion
Pricing and Engagement Model
We structure engagements to align our success with yours, combining predictable costs with performance incentives.
Retainer + Success
Monthly retainers for embedded work, with success fees tied to transaction outcomes
Flexible Terms
Engagement structures tailored to your stage and circumstances
Equity Participation
Open to taking scrip where appropriate for long-term alignment