UK INVESTMENT SERVICES

Smart Capital For Growth

We help UK founders, SMEs, and investors plan funding, review deals, and prepare for exit. You get clear numbers, direct advice, and a next step you can use.

Rain-darkened Mayfair office corner with brass portfolio case, leather folios and skyline glow

Metric 01

£150m+

capital advised

Metric 02

120+

deals reviewed

Metric 03

14 yrs

years in markets

HOW IT WORKS

How We Start Work

Set a clear plan for cash use, growth, and target returns.

Closed strategy binder, stone cubes and a gold balance object on a shelf beside frosted office glass

2-week review

Investment Strategy Review

From £2,500

Set a clear plan for cash use, growth, and target returns.

Sealed pitch folders, target cards and a brass tray on a walnut sideboard in warm afternoon light.

6-week sprint

Capital Raising Plan

From £7,500

Magnetic deal-sourcing tokens clustered on felt wall in a modern office corner.

Monthly search

Deal Sourcing Help

From £5,500

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01Fast turnarounds

Due Diligence Review

From £4,000

Check numbers, risks, and files before you sign a deal.

Dim corridor shelf with binders, report tray and board-pack storage for portfolio support
02Ongoing retainer

Portfolio Support Service

From £3,500

Track cash, reports, and board notes across your holdings.

Archive boxes, handover case and brass key tray on a pale plinth in a secure records room.
0312-week plan

Exit Preparation Plan

From £6,500

Prepare records, buyer packs, and sale steps before launch.

SERVICES

Services For Growth Capital

We map your aims, timing, and key numbers in one short call.

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01

First Intro Call

We map your aims, timing, and key numbers in one short call.

Half-open laptop, external drive and file tabs on pale stone in a quiet due-diligence still life.
02

Review Your Data

We check your files, cash flow, and key risks before we plan.

Brass plan markers, charcoal notebook and cream dividers arranged on a limestone tray, top-down still life.
03

Set The Plan

You get a clear list of next steps, owners, and dates.

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04

Run The Work

We run the work, track progress, and send plain updates.

CASE STUDIES

Recent UK Case Studies

One strategy call Funding need review Simple forecast check Investor shortlist Action note each month

Billed monthlyBilled monthly

Starter Advisory Plan

From £3,500/mo

  • One strategy call
  • Funding need review
  • Simple forecast check
  • Investor shortlist
  • Action note each month
Most popularBilled monthly

Growth Advisory Plan

From £8,500/mo

  • Two calls each month
  • Raise memo and deck
  • Target investor outreach
  • Deal screening help
  • Cash forecast review
  • Exit timing check
Per mandatePer mandate

Scale Advisory Plan

From £18,000

  • Weekly partner calls
  • Full board pack work
  • Live raise management
  • Buyer list building
  • Data room checks
  • Sale process support

WHAT CLIENTS SAY

What Clients Say

Clean forecasts and a tight lender file helped close the raise.

Empty startup operations room with server rack, sealed hardware boxes and ready deployment shelves.

SaaS

B2B SaaS Funding Pack

Clean forecasts and a tight lender file helped close the raise.

Close macro of a new manufacturing line with steel rollers and wrapped pallets in a spotless plant.

Manufacturing

Family Firm Buys New Line

Empty clinic suite with powered imaging unit, wrapped fixtures and warm gold trim.

Healthcare

Clinic Group Gets Funding

Spotless archive shelves with aligned boxes, closed binders and a seal tray in a finance records room

SME Exit

Owner Sale With Clean Books

Empty finance reporting room with filing cabinets, report shelves and a central tray in moody light.

Private Equity

Holdco Reporting Gets Simpler

Leather portfolio, brass compass and stone weight on dark oak under warm raking light.

Capital raising and exits

Amina Shah

Calculator, annual report book and steel paperweight on brushed stone in dramatic finance office light.

Deal sourcing and due diligence

Daniel Mercer

Fanned archive sleeves and a tray of counters on a stone shelf, lit in soft raking light.

Cash plans and board packs

Priya Patel

Walnut blocks and a brass compass rose beside a black presentation case on terracotta plaster.

Founder planning and models

Oliver Grant

Proof

Customer notes

Verified

Clear advice, fast replies, and a plan we could use the same week.

Leather portfolio, brass compass and stone weight on dark oak under warm raking light.

Nadia Farooq

Founder, Northstar Labs

Verified

The due diligence review cut the weak points before our buyer saw them.

Calculator, annual report book and steel paperweight on brushed stone in dramatic finance office light.

Tom Ellison

Finance Director, Wren Works

Verified

Their cash plan made board talks far easier and kept everyone aligned.

Fanned archive sleeves and a tray of counters on a stone shelf, lit in soft raking light.

Priya Nair

Chair, Vale Clinic Group

Service area

Greater London

City of London, Canary Wharf, Westminster, Southwark, Camden

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Area 01

Greater London

City of London, Canary Wharf, Westminster, Southwark, Camden

Misty chalk coast and downs at sunrise, viewed from a high South East England path.

Area 02

South East England

Reading, Guildford, Oxford, Brighton, Maidstone, Southampton

Hazy West Midlands canal basin and brick viaducts above still water and open foreground.

Area 03

West Midlands

Birmingham, Coventry, Solihull, Wolverhampton, Warwick

Misty North West England waterfront with dockland forms high and calm water below.

Area 04

North West England

Manchester, Liverpool, Cheshire, Warrington, Preston

The Map

Questions

Common Client Questions

Quick answers before visitors choose a product, service, or next step.

01Who do you work with?+

We work with UK founders, SMEs, and investors who need clear funding, deal, or exit advice and a direct plan.

02Do you help with fundraising?+

Yes. We build the raise pack, target list, and outreach plan, then help with talks and terms.

03Can you review a deal?+

Yes. We check the numbers, risks, data room, and key terms before you sign, so you can move with less doubt.

04Do you support exits?+

Yes. We prepare the file, buyer pack, and sale steps so the process is cleaner and faster for owners.

05How do fees work?+

You can start with a project fee or move to a monthly retainer, based on the work you need. Scope comes first.

06Where do you work?+

We serve clients across London, the South East, and the Midlands, with remote support for the rest of the UK.

Deal Notes By Email

Get short notes on funding, deal flow, and exit prep for UK firms and investors. One useful email at a time.