Four steps from introduction to capital clarity.

We do not onboard clients the way agencies onboard projects. Every engagement starts with understanding your business at depth, and every step is designed to build compounding value over time.

1
Discovery
45-minute call
2
Assessment
1 to 2 weeks
3
Build
2 to 6 weeks
4
Partner
Ongoing monthly
01
45-minute Zoom call

Discovery

A focused 45-minute conversation. Not a sales pitch. An honest exchange to understand your business, your current financial position, and whether we are the right fit for each other.

We ask direct questions because our time and yours is valuable. By the end of the call, you will know exactly what working with us would look like and what it would cost. No follow-up proposals designed to impress. Just clarity.

What we coverCurrent financial infrastructure, key pain points, business stage, and goals
What you getAn honest view of where the highest-leverage financial work is in your business
Who attendsYou and Imran. No account managers, no junior analysts.
Next stepIf there is a fit, we move to Assessment within the week
Book Your Discovery Call
02
1 to 2 weeks

Assessment

A structured diagnostic of your current financial infrastructure. We review your existing models, financial statements, reporting, and KPI tracking. We map what you have against what you need and identify the gaps, risks, and highest-leverage opportunities.

The assessment output is a plain-language brief. Not a presentation designed to justify the engagement. A clear picture of where your finances stand and what needs to be built first.

Financial model reviewExisting models assessed for methodology, assumptions, and completeness
Cash flow diagnosticCurrent burn rate, runway, and working capital position mapped
KPI auditWhat you are tracking vs what you should be tracking
Priority roadmapRanked list of financial work by impact and urgency
03
2 to 6 weeks depending on scope

Build

We build the research-grade financial infrastructure your business needs. This could be a three-statement model, a capital efficiency strategy, an investor-ready package, or a KPI framework. Whatever the assessment identified as the highest priority, we build it first.

Every output is documented. Every assumption is recorded. Every output is walked through with you so you understand it, can interrogate it, and can use it independently if needed. We do not create dependency. We create capability.

Research-grade methodologyEvery model built on documented, defensible assumptions
Walkthrough sessionsWe explain every output until you can defend it without us
Iteration built inTwo rounds of revisions before final delivery as standard
Handover packageDocumentation so the work retains value beyond the engagement
04
Ongoing monthly engagement

Partner

The build is where we deliver the asset. The partnership is where we deliver the value. Once the financial infrastructure is in place, we work with you on a monthly retainer to keep it current, apply it to decisions as they arise, and evolve it as your business changes.

Every month you get a financial review, updated actuals against forecast, and a direct conversation with Imran about what the numbers mean for the decisions you are facing right now. Not a report in your inbox. A conversation with someone who knows your business.

Monthly financial reviewActuals vs forecast, variance analysis, plain-language narrative
Direct MD accessImran, not a junior analyst. Every time.
Proactive advisoryWe flag what we see before you ask. That is the point of depth.
Continuity of contextWe remember everything. You never repeat yourself.
Start with a Discovery Call

What founders ask before starting.

How long before you reach capacity?

We are selective about the clients we take on. When we are at capacity, we are transparent about it. If you want to know current availability, book a discovery call and we will tell you directly.

How much does it cost?

Pricing depends on scope and engagement structure. As a benchmark: 2 to 3x lower than the cost of a full-time CFO hire at equivalent experience level. We discuss pricing openly in the discovery call. No hidden costs, no scope creep billing.

How long is the minimum engagement?

Project-based work (a specific model or investor-ready package) can be scoped for a defined period. The ongoing partnership model requires a 3-month initial commitment. We build deep context in those first months that drives the compounding value of the engagement.

Do I need to be based in the UK?

No. We work with tech founders globally. All engagements are conducted remotely via Zoom. Time zone alignment is a practical consideration we work through on a case-by-case basis.

What if I am not a tech business?

Our primary focus is tech founders. We also work with owner-operated marketing agencies and digital services businesses. Outside of those categories, we refer to advisors better suited to your sector. We would rather refer you to the right person than take an engagement we cannot serve at depth.

The process starts with a 45-minute conversation.

Book a discovery call. We will tell you honestly whether we are the right fit and what the engagement would look like. No pitch. Just clarity.