Client Projects

Over the years the business has worked with several talented teams in providing various business planning, market research and funding support services.  As our work is strategic for each business we ensure that there is no conflict of interest before working with a new client. 

Who do we help?

Although we have helped more established businesses, we typically support;

• UK Pre-Seed/Seed Software (inc. SaaS) Startups:  Pain points: Proving Product Market Fit (PMF), securing capital, accessing resource. Seeking initial funding (£50k-£1.5M), needing plan/pitch deck support, SEIS/EIS guidance, mentorship. 

• UK Seed/Series A Software & Services Scale-ups:  Pain points: Demonstrating sustainable metrics, managing burn, accessing specialist resource and growth capital. Achieved initial traction/PMF, seeking £1M-£5M+ to scale operations/team, expand markets.

Current and Past Projects 

A brief anonymised summary of current and past client projects is shown below, more detail on each project is available to prospective clients.

• Fast growing, very profitable network services provider serving the property / construction sector (smart buildings etc). Ongoing business plan and strategy services, including research into the latest M&A activity in the sector and valuations.

• Established c£40m turnover manufacturer with global customer base. Ongoing consultancy over several years relating to business processes and customer portal.

• Financial, funding and operational assistance for a Big Data analytics SaaS / DaaS business from 2018 to 2024. Several R&D projects advanced to build up IP. Business raised c£2m of equity prior to sharp sales downturn, leading to a pre pack sale of the business to a US data provider.

• SaaS and services business targeting the Professional Services Sector globally. Creation of Business Plan and SEIS / EIS funding approach, as well as strategic assistance with the growth of the business until 2016. Business subsequently achieved a significant exit in 2021.

• Software encryption platform with global ambition into Financial, Gov, Health & Legal. Ongoing assistance with Business Plan preparation, funding proposition and funding strategy. Significant fundraise achieved.

• SaaS spin off from established UK Brewery in 2016, targeting niche asset tracking market. Ongoing assistance with Business Plan preparation, funding proposition and funding strategy.  Significant Innovate UK grant secured to build up IP. Brewery sector impacted by Covid, business similarly affected.

• Advisory arm of a global FX brokerage Ongoing consultancy over several years to 2015 relating to setup and maintenance of a real time FX customer portal for corporate clients

• FX Hedging team who moved from a large brokerage One year spin off project, devising the business plan and then helping to establish the business with various UK corporate clients in 2011. Business has grown rapidly and profitably since formation.

• Spin off Equity Derivatives team from Citigroup. Two year project in 2010 to set up the team with the latest cloud based tools to assist sales and marketing into UK Wealth and Asset Managers. Business has gone on to achieve a significant exit.