RSVP Business Angel · Company Operating System · 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
A handful of warm, curated introductions from my network.
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.
02 — Fractional CFO Clinic
A clinic is a working strategy session — with follow-up sessions available — on how your company starts to structure itself as an investable company, rather than a founder-led business that happens to be raising capital. One topic, zoomed in and zoomed out, with a written action list at the end.
Clinic A
Clinic B
Clinic C
Clinic D · CEO Operating System
At a glance
| 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.
Clinic A in detail
The Advisory Board, equity and vesting are not standalone pieces to prepare first and sense-check afterwards. They have to be looked at together, with a proper zoom in and zoom out, because each decision moves the wider governance structure. That is exactly what happens in the clinic.
This is one of the real differences between building a lifestyle business and building a venture-backed company. A lifestyle business may never need this governance layer. Once external investors come onto the cap table, the company has to be structured around more than the founder.
What we define
Beyond the scope
Why investors ask
UKBAA describes a clean, considered ownership structure as signalling that a founder is “thinking like an investable company”, and its venture guidance notes that investors want a cohesive team around the founder partly because the business needs resilience if a key individual becomes unavailable.
The British Business Bank treats board structure, governance rights and investor protections as substantive components of venture investment terms. Angel groups go further: Lifted Angels, for example, ask about founder insurance, D&O, Board and NED appointments as part of their investment requirements.
The objective is a governance structure proportionate to where you are now, but robust enough to stand up to angel due diligence and the stage after it.
On what a clinic costs
Part of building a venture-backed business is deciding what you build internally and what you buy in. If marketing, brand and go-to-market are already your own strengths, your “buy” at this stage is small — another founder might spend many multiples of it building that capability externally, or bring in a co-founder specifically to close the gap. This is less advisory spend than filling the specific capability gaps — finance, fundraising, governance — needed to build an investable company.
CEO Operating System
The three objections that come up in almost every first conversation — answered plainly, before you choose an option above.
Your journey
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
You start on this very page — pick a service tier, tell me about your company, and a private thread opens between us.
02
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.
03
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.
04
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.
03 — Start today
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