Choose this when: the opportunity, sponsor, transaction logic, role or next step is not yet clear.
Example: A founder wants capital, or an adviser sees a project, but no one has confirmed what must be prepared first.
You are paying us to: Qualify the opportunity, clarify who owns it and define what the first funded sprint must prove.
You leave with: A one page thesis, sponsor and decision map, ranked value pools and a proceed, refer, pause or stop decision.
Choose this when: a live or pipeline mandate may contain additional platform, operating or follow on value.
Example: One transaction exposes related projects, a wider market or a post close role.
You are paying us to: Identify which adjacent opportunities are material, practical and worth funding.
You leave with: A value pool map, ranked opportunities and a 100 day next move.
Choose this when: 0to1 or the sponsor has sourced a company or project that is not ready for execution.
Example: A strong business seeks capital, but its information, use of funds and sponsor pack are weak.
You are paying us to: Qualify, organise, close priority gaps and prepare a responsible partner handover.
You leave with: A readiness baseline, information pack, partner shortlist and accept, rework or stop decision.
Choose this when: an adviser has a mandate, but the company, project or institutional structure is incomplete.
Example: A project needs capital but lacks a clear operating model, stakeholder path or implementation plan.
You are paying us to: Improve the underlying opportunity without replacing the client’s regulated transaction role.
You leave with: A strengthened mandate pack, issue register, implementation plan and clear hand back decision.
Choose this when: a macro, policy, sector or technology shift may support several opportunities.
Example: An electric mobility, digital infrastructure or trade logistics theme has interest but no qualified pipeline.
You are paying us to: Define the theme, screen opportunities and design the wider market and launch sequence.
You leave with: A thematic thesis, qualified pipeline, partner map and launch, redesign or stop decision.
Choose this when: a separate company, platform or vehicle is needed to develop or operate recurring opportunities.
Example: Partners want a project development company, but contribution, governance and economics are unclear.
You are paying us to: Design purpose, boundaries, economics, operating model, governance and launch requirements.
You leave with: A platform thesis, contribution schedule, first year budget and form, pilot, partner or stop decision.
Choose this when: a transaction is signed but not closed and preparation must stay within legal limits.
Example: The buyer needs Day 1 owners, cash controls, customer and talent plans before closing.
You are paying us to: Turn diligence into permitted Day 1 controls and a practical 100 day mobilisation plan.
You leave with: A Day 1 control pack, initiative charters, communication plan and first month calendar.
Choose this when: the transaction has closed and value must move from assumptions into management action.
Example: An acquired company needs growth, cash, reporting and leadership priorities in the first 100 days.
You are paying us to: Confirm the baseline, execute early priorities and transfer ownership to management.
You leave with: Board approved priorities, early measured results and a practical 12 to 24 month road map.
Choose this when: a sponsor has several mandates or assets and limited preparation and specialist capacity.
Example: A bank or fund must decide which opportunities deserve budget and senior attention this quarter.
You are paying us to: Create a consistent view of value, readiness, risk, timing and resource needs.
You leave with: A priority matrix, quarterly dashboard, work order pipeline and resource allocation decisions.
