Phase 2 · Strategy & Planning · From Idea to Executable Plan
Post-Investment Integration
Closing the round is the beginning of the investor relationship — not the end of the fundraising process. What happens in the first ninety days sets the tone for everything that follows.
Post-investment integration is the structured management of the period between investment close and the point at which the investor relationship is functioning productively — with governance in place, reporting established, capital deployed effectively, and the investor's network and expertise actively contributing to the business. We design the post-close integration programme that makes the investment deliver its full intended value from day one.
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 founder who closed a round and then did not know how to manage the investor relationship
The investment arrived. The board meetings started. And the relationship settled into a pattern of compliance — reporting to the investor rather than leveraging them. The value of the investor's network, experience, and credibility was never fully accessed.
Scenario 2
The business that deployed investment capital in the wrong areas in the first quarter
Without a structured deployment plan, the capital went to the most visible needs rather than the highest-leverage opportunities. Six months after close, the business has spent significantly and the metrics have not moved in the direction the investment was designed to drive.
Scenario 3
The founding team that under-communicated with investors in the post-close period and damaged the relationship early
The expectation of what investors would receive in terms of updates, access, and involvement was never set. Investor expectations were not met. The relationship deteriorated before it had the chance to deliver.
The Impact It Creates
The Moment You Will Feel the Difference.
Investor relationship productive from day one rather than settling into compliance mode
Capital deployed to the highest-leverage activities according to a structured plan
Governance and reporting set up correctly from the start
Investor network and expertise actively leveraged as a commercial asset
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Post-close integration plan — first 90 days framework
- Capital deployment strategy — where to invest, in what order, and against what milestones
- Governance setup — board structure, meeting cadence, and reporting templates
- Investor communication plan — frequency, format, and content
- Investor value extraction plan — network, introductions, and expertise
- 90-day milestone review and course correction framework
The Outcome
Where You Will Be on the Other Side.
The investment delivers its intended value from close — with capital deployed strategically, governance functioning effectively, and the investor relationship generating commercial value through the network and expertise they bring alongside the capital.
Primary Focus
Structuring the post-investment period to deploy capital effectively, establish governance, and maximise the commercial value of the investor relationship.
KPI Measurement
- Capital deployment rate vs plan in first 90 days
- Milestone achievement in first quarter post-close
- Investor satisfaction score at 90 days
- Governance and reporting compliance rate
- Value generated from investor network introductions
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
“The investors who feel most valued after closing are the ones whose portfolio companies used them most actively. We design the integration that makes the investor feel that choosing this business was the best decision they made — and that makes them the most useful partner the founder has.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2