Raise capital and reset your finance engine in 90 days
Most IFA firms do not have a funding problem. They have a finance-function problem that only shows up when they try to raise. The MI is late or inconsistent, the forecast does not tie to a real pipeline, and nobody can answer the lender’s third question without going away to check. Funding Partner+ fixes both at once. We raise the capital and rebuild the financial infrastructure underneath it, so the next raise, and the one after that, is faster and cheaper.
Everything in Funding Partner, plus a 90-day reset
You get the full acquisition finance service: the lender-ready pack, lender outreach and negotiation, and execution through to credit approval. On top of that, over 90 days, we rebuild the finance engine that lenders and buyers judge you on.
Decision-grade management information
Monthly MI you can produce on time, every month, that actually drives decisions rather than just recording history.
A rolling forecast
A 12 to 18 month forecast that is realistic, defendable, and backed by real pipeline data, not a spreadsheet that breaks the moment a lender questions it.
KPIs that matter
Adviser productivity, revenue per head, cash conversion, client acquisition cost. The numbers that tell you, and a lender, whether the business is actually working.
Why 90 days
Long enough to build something real, short enough to keep momentum. By the end you are not just funded for this deal. You are diligence-ready for the next one, with a finance function that keeps pace as you acquire.
Who this is for
IFA firms raising capital who know their financial control needs to catch up with their ambition. If you are about to scale through acquisition and you want the reporting, forecasting and KPI discipline in place before it becomes a constraint, this is the service.
How pricing works
Funding Partner+ is a fixed project fee for the 90-day reset, combined with a percentage of the capital raised. We agree the specifics on a call once we understand your situation.
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