How we work

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.

At a glance

The arc of an engagement.

From a 45-minute call to multi-month partnership. The depth compounds at every step.

01 · 45 min

Discovery

A focused 45-minute conversation. Not a sales pitch. We understand your business, your current financial position, and tell you honestly whether we are the right fit.

02 · 1–2 weeks

Assessment

A structured diagnostic of your current financial infrastructure. Existing models, statements, KPIs reviewed. Output: a plain-language brief and priority roadmap.

03 · 2–6 weeks

Build

Research-grade financial infrastructure built. Three-statement model, capital efficiency strategy, investor package, KPI framework — whatever the assessment identified as highest-priority.

04 · Ongoing

Partner

Monthly partnership. Updated actuals against forecast. Direct conversation with Imran about what the numbers mean for the decisions you face right now. Not a report. A conversation.

Step one

Discovery: a 45-minute call.

No sales pitch. By the end you will know exactly what working with us would look like and what it would cost.

What we cover
Current financial infrastructure, key pain points, business stage, and goals.
What you get
An honest view of where the highest-leverage financial work is in your business.
Who attends
You and Imran. No account managers, no junior analysts.
Next step
If there is a fit, we move to Assessment within the week.
Common questions

What founders ask before starting.

Direct answers. The same we would give on the discovery call.

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.

Step one · 45 minutes

The process starts with a 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.