Advisory Bundles
Clarity. Action. Results.
Whether you need a starting point, a structured sprint, or full Private access — pick the bundle that matches where you are.
Start here
Discovery Bundle
Discover who you are and where you want to go. A 2-hour session to map your complete financial picture.
Includes
10x return on average
Clients save an average of $2,500 more per year after a discovery session.
For career workers, founders, and individuals wanting a 360-degree view of their wealth.
Take action
90-Day Sprint
Personal
Set a goal, build an action plan with our team, and execute with accountability over 90 days.
Includes
For high-agency individuals, post-liquidity or probate events, founders and business owners ready to act.
For businesses
90-Day Sprint
Business
Outcomes-based projects across technology, capital, and networks. Set a goal and execute with our team.
Includes
For founders and operators making a major step forward. Milestone-based payments.
Example Business Sprint
From clarity to close.
Every business sprint is custom-scoped. Here's what a typical engagement looks like for a founder preparing for growth or exit.
Personal Clarity & Business Vision
- •Strategic alignment: define personal exit goals and wealth targets
- •Portfolio mapping: assess each brand or asset’s potential
- •Team equity framework: design participation structures
- •5-year roadmap with clear milestones
Getting Your Brands Ready
- •Pitch deck creation for each spinout or brand
- •Financial modelling with clear projections
- •Investor targeting: identify and warm up ideal partners
- •Story refinement: position for maximum appeal
Pitching & Closing Growth Partners
- •Active pitching support through investor meetings
- •Negotiation strategy to maximise valuation
- •Due diligence management for smooth process
- •Close support: structure deals aligned with your timeline
Our Focus Areas
- •Governance and strategy
- •Technology implementation and AI integration
- •Capital allocation and fundraising
- •Human capital: team optimisation for an AI-native world
Not sure which bundle is right?
Start with a conversation. We'll help you figure out the right starting point.