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Our Services
Deal Logic Reviews for Investors & Funds
We analyze the business model and tell you: should you invest, negotiate harder, or walk away - with specific recommendations on terms, risks to flag, and questions to ask the founder.
Business Model Teardowns for Founders
You have revenue but growth feels expensive and investors keep questioning your model. We show you what's broken and how to fix it — with a redesigned commercial structure and 90-day action plan.
Under-performance Diagnostics for
Boards & Portfolios
We analyse struggling portfolio companies to separate execution issues from fundamental model flaws. Our work helps boards decide whether to push for a turnaround, reshape the business, or stop committing more capital.
What we do
We find the fatal flaws in startup business models that everyone else misses.
Most investors rely on optimistic founders and stretched analysts.
Most founders don't realize their model is broken until they've burned millions.
Most boards can't tell if their portfolio company has an execution problem or a fundamentally broken model.
We give you clarity.
We analyze unit economics, customer segments, pricing, GTM fit, capital efficiency, and competitive positioning. We expose what's actually broken; leaky sales processes, wrong target customers, unsustainable CAC, or fundamental margin issues.
Independent analysis.
No bias toward deal closure, founder success, or portfolio survival.
The result: Investors avoid bad bets. Founders fix models before runway ends. Boards know whether to double down or cut losses.
Case Studies + Client Reviews
Investor dodged collapsing Series A
Marketplace with strong GMV growth.
We found 68% of revenue from 3 customers, all on pilot pricing. Real CAC was £1,400 (founder claimed £600). Sustainable LTV/CAC was 0.9:1. Client passed. Company down-rounded Series B six months later.
Founder redesigned pricing, raised seed
B2B software with traction but no investor interest. Pricing was 60% below market, targeting wrong segment (enterprise features, SMB budget). We redesigned for mid-market with 3x price increase. ARR jumped 140% in 4 months. Raised £800k seed two months later.
Board stopped zombie investment
Fintech burning $90k/month with flat revenue. Sales cycles were 11 months for £8k ACV deals. Model required 5x scale to hit breakeven. Fundamentally broken. Board stopped funding. Saved $2M+ in follow-on capital.
Case Studies
We are constantly looking for the brightest minds to join our team!
Have a question?