Phase 2 · Strategy & Planning · From Idea to Executable Plan
ESG Investment Readiness
An increasing proportion of institutional capital is now governed by ESG mandates. If the business cannot meet them, it cannot access the capital — regardless of commercial performance.
ESG investment readiness is the structured preparation of a business to meet the environmental, social, and governance criteria that institutional investors, impact funds, and ESG-mandated capital sources are increasingly requiring as a condition of investment. We assess the current ESG position, identify the gaps against the standards the target investor applies, and design the improvement programme that makes the business investable for the capital it is seeking.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The business that has been passed over by impact or ESG-mandated investors despite strong commercial performance
The commercial metrics are strong. The business is growing. But the investor fund has an ESG mandate the business cannot satisfy — and commercial performance alone is not sufficient. The ESG gaps need to be closed before the capital is accessible.
Scenario 2
The business that has never measured or reported on ESG metrics and is now being asked to
The due diligence questionnaire includes extensive ESG criteria — carbon footprint, governance standards, diversity metrics, supply chain practices — for which the business has no data because it has never been measured.
Scenario 3
The company seeking to access impact investment or B Corp-aligned capital for the first time
Impact investors assess businesses against specific frameworks — B Impact Assessment, UN SDGs, social return on investment — that the business has never been measured against. The gap between aspirational values and investable ESG evidence is what readiness addresses.
The Impact It Creates
The Moment You Will Feel the Difference.
Business meets the ESG criteria that target investors apply as investment conditions
ESG measurement infrastructure in place that produces credible, auditable data
Governance standards elevated to the level institutional ESG mandates require
Access to ESG-mandated capital sources that were previously unavailable
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- ESG investment readiness assessment against target investor criteria
- Gap analysis — current position vs required standard
- ESG improvement roadmap — priority actions with timeline and ownership
- ESG measurement framework and reporting infrastructure
- Investor ESG questionnaire preparation and response management
- B Corp or impact assessment preparation support
The Outcome
Where You Will Be on the Other Side.
The business satisfies the ESG criteria that its target investors apply — opening access to the capital sources that were previously unavailable and demonstrating the governance maturity that institutional investment requires.
Primary Focus
Preparing a business to meet the ESG investment criteria of institutional, impact, and ESG-mandated capital sources.
KPI Measurement
- ESG score vs target investor criteria
- ESG data coverage completeness
- Investor ESG questionnaire pass rate
- Impact investment accessed
- ESG improvement milestones achieved vs plan
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“ESG readiness is not about becoming a different business. It is about demonstrating that the values the business already holds are measured, managed, and reported in the language that capital increasingly requires.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2