Metric 01
£150m+
capital advised
UK INVESTMENT SERVICES
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.

Metric 01
capital advised
Metric 02
deals reviewed
Metric 03
years in markets
HOW IT WORKS
Set a clear plan for cash use, growth, and target returns.

2-week review
From £2,500
Set a clear plan for cash use, growth, and target returns.

6-week sprint
From £7,500

Monthly search
From £5,500

From £4,000
Check numbers, risks, and files before you sign a deal.

From £3,500
Track cash, reports, and board notes across your holdings.

From £6,500
Prepare records, buyer packs, and sale steps before launch.
SERVICES
We map your aims, timing, and key numbers in one short call.

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

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

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

We run the work, track progress, and send plain updates.
CASE STUDIES
One strategy call Funding need review Simple forecast check Investor shortlist Action note each month
From £3,500/mo
From £8,500/mo
From £18,000
WHAT CLIENTS SAY
Clean forecasts and a tight lender file helped close the raise.

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

Manufacturing

Healthcare

SME Exit

Private Equity

Capital raising and exits

Deal sourcing and due diligence

Cash plans and board packs

Founder planning and models
Proof
“Clear advice, fast replies, and a plan we could use the same week.”

Nadia Farooq
Founder, Northstar Labs
“The due diligence review cut the weak points before our buyer saw them.”

Tom Ellison
Finance Director, Wren Works
“Their cash plan made board talks far easier and kept everyone aligned.”

Priya Nair
Chair, Vale Clinic Group
Service area
City of London, Canary Wharf, Westminster, Southwark, Camden

Area 01
City of London, Canary Wharf, Westminster, Southwark, Camden

Area 02
Reading, Guildford, Oxford, Brighton, Maidstone, Southampton

Area 03
Birmingham, Coventry, Solihull, Wolverhampton, Warwick

Area 04
Manchester, Liverpool, Cheshire, Warrington, Preston
Journal




Questions
Quick answers before visitors choose a product, service, or next step.
We work with UK founders, SMEs, and investors who need clear funding, deal, or exit advice and a direct plan.
Yes. We build the raise pack, target list, and outreach plan, then help with talks and terms.
Yes. We check the numbers, risks, data room, and key terms before you sign, so you can move with less doubt.
Yes. We prepare the file, buyer pack, and sale steps so the process is cleaner and faster for owners.
You can start with a project fee or move to a monthly retainer, based on the work you need. Scope comes first.
We serve clients across London, the South East, and the Midlands, with remote support for the rest of the UK.
Get short notes on funding, deal flow, and exit prep for UK firms and investors. One useful email at a time.