Our
Services

1 

Fractional Finance Director

Retained or project-based finance leadership. We handle everything from fund structuring, regulatory matters and investor reporting to portfolio analytics, budgeting and operational build-outs.

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What’s included?

​​Monthly reporting, board packs, budgeting / forecasting, audit readiness, policies & controls, cash / treasury, fund structuring, fund admin selection and oversight, auditor selection and oversight, regulatory support, reporting, filings, etc.

Outcomes

Accurate, clear numbers, investor-ready packs, faster closes, fewer surprises
 

Typical engagements

​1–3 days per week / monthly retainer​​​​​​

2

Project-based Advisory

Project-based advisory services.

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What’s included?

​​Varies by project, but can include:

- fund launch readiness pack

- operating model & controls drafting / improvements

- LP reporting toolkits

- dataroom builds

- IR calendars

- investor reporting templates

- systems implementation & integrations

- DDQ & investor pack preparation

- Operational due diligence

- Regulatory authorisation setup

- Regulatory liaison & filings

- Recruitment & team training

- Risk & compliance oversight

- Strategic board guidance

- Establishing governance frameworks

Outcomes

​​Varies by project
 

Typical engagements

Ranging from 5 - 30 days, delivered over a 2 - 12 week period.​​​​

3

Capital Raising Support and Capital Introduction services

We shape your capital formation strategy, align structure and story with best-in-class execution, guiding you from first fund through to your next raise. Our approach ensures credibility with LPs and streamlines operational readiness.

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We enable direct and meaningful conversations by connecting you to our curated network of LPs, family offices, and investment platforms. Our relationships allow us to facilitate direct conversations and unlock meaningful capital introductions.

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​​​​Outcomes

- ​Fund positioned to attract committed capital
- Clarified investment thesis and competitive edge
- Investor‑ready materials that answer due‑diligence questions
- Anticipated objections and demonstration of team track record
- Being prepared for institutional reporting and operational expectations​​​​​​​​​

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Typical engagements

Varies depending on mandate - typically several months or longer.