Clinic A
Governance
- Cap table hygiene
- Founder & shareholder agreements
- Board or advisor onboarding
- Decision rights & reserved matters
RSVP Business Angel · Company Operating System · Engagement Proposal
Engagement Proposal
The first template of the Company Operating System — written for first-time CEO founders who are building the company, not just the raise.
If this is your first time as CEO, you are not looking for another consultant — you are looking for the operating system that lets you run the company 360 degrees while you raise. That is what this proposal is: a menu of ways we can work together inside the Company Operating System. Choose the option that fits your stage today — I will send you a formal invoice, and a separate payment link, so you can start when you are ready.
01 — Fundraising Operating System
Choose your Fundraising Operating System
Starter intros
A handful of warm, curated introductions from my network.
Please provide:
- investor Pitch Deck 15 slides maximum
- support documents and hyperlinks
We deliver:
- Curated shortlist of ~ 10 investors matched to your stage and sector
- Warm intros made personally, one at a time
- a digital Pre-IC brief — the investor-facing artefact
- an AI assistant trained exclusively on your fundraising materials to revel questions an investor would ask
Company Operating System
Full engagement
Recommended · 10-week sprint
£800 upfront
or 2 × £500 (£1,000 total) · 2nd payment +20 days
Pay in one saves 20%. Ten weeks of me, your list, your platform.
- A Pre-IC Brief built with you — investment-committee-grade, so the brief goes out first and your deck stays gated
- A curated list of ~100 investors matched to your raise, built together
- We write the outreach emails together; you approve every send
- Private access to the RSVP platform — opens, questions and meetings tracked live
- Direct access to me for the full 10 weeks for framing, prep and questions
Company Operating System
02 — Fractional CFO Clinic
One topic. One week. Actually implemented.
A focused 5-day sprint on a single topic — one 30-minute call every day for a week, plus async Q&A, so the work gets implemented in your business rather than just discussed. Scope is agreed on day one.
Clinic B
Financials
- Financial model build
- Unit economics & runway scenarios
- Return-on-investment story for investors
- Fundraise-ready numbers pack
Company Operating System
Clinic C
Pitch Fast & Slow
- Live pitch coaching
- AI Investor Q&A Simulator access (24/7)
- Real investor question practice
- Gap analysis of your pitch deck and investment story
Clinic D · CEO Operating System
First-Time Founder Foundations
- Business model validation
- Business development strategy
- UK co-founder search and governance
- SEIS/EIS positioning and eligibility
- Capital-efficient execution
- Grants and accelerator strategy
- Planning fundraising sequencing (start raising in six months only)
At a glance
What is included in each clinic
| Included | Clinic AGovernance | Clinic BFinancials | Clinic CPitch Fast & Slow | Clinic DFirst-Time Founder Foundations |
|---|---|---|---|---|
| Working session with me, one to one | Included | Included | Included | Included |
| Written follow-up and action list | Included | Included | Included | Included |
| Cap table, share classes and board hygiene | Included | Not included | Not included | Included |
| Financial model review and business currency | Not included | Included | Not included | Included |
| Pitch narrative — fast version and slow version | Not included | Not included | Included | Included |
| Business model and business development strategy | Not included | Not included | Not included | Included |
| UK co-founder search and governance set-up | Not included | Not included | Not included | Included |
| SEIS/EIS positioning and eligibility | Not included | Not included | Not included | Included |
| Grants, accelerators and capital-efficient execution | Not included | Not included | Not included | Included |
| Fundraising sequencing plan (raise in six months) | Not included | Not included | Not included | Included |
Stackable — pick one now, another later. Every clinic is £350.
CEO Operating System
Questions first-time CEOs ask
The three objections that come up in almost every first conversation — answered plainly, before you choose an option above.
Your journey
A guided tour of the platform
From the moment you accept a package to the day an investor books a meeting, every step is handled inside one editorial workspace. Names of live investors and mandates are redacted here for confidentiality — what follows is the same interface you and I will share.
01
Choose your package
You start on this very page — pick a service tier, tell me about your company, and a private thread opens between us.
Names redacted for confidentiality 02
Your Pre-IC Brief goes live
Together we produce a digital Pre-IC brief — the investor-facing artefact. Hyperlinked, versioned, and equipped with an 'Ask this brief' AI assistant so investors can query your deck in plain English.
Names redacted for confidentiality 03
Investor pipeline & cockpit
Every matched investor sits in a live cockpit — tier, brief views, intro status. You see exactly who has engaged, and you approve who is contacted next.
Names redacted for confidentiality 04
Outreach, on your terms
Approved intros are drafted, scheduled, and throttled — with a founder-approval gate so nothing goes out without your sign-off. You keep authorship; the platform keeps the tempo.
Names redacted for confidentiality
03 — Start today
Pick your package, get your invoice
Choose the option that fits, add your details, and I'll email your PDF invoice within minutes — followed by a separate one-click payment link. As soon as it's settled, your Client Cockpit opens and we start the same week. No calls to book, no back-and-forth: the fastest way from interest to launch.
Section 03 — Start today