Challenge
This business had ambitious growth plans but lacked the experience of a seasoned C-suite executive to help steer the way. The founders were focused on the day-to-day, leaving little space to step back and assess funding needs, expansion strategy and structural decisions. Without a trusted partner at a higher level, there was a risk of underestimating funding gaps, missing opportunities, and not building the right foundations for scale.
Our Approach
We partnered with the founders in a Board-Level Advisory capacity, creating a rhythm of structured board meetings where strategic priorities could be explored openly and decisions made with confidence.
Together, we focused on:
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Growth and expansion: Collaborated on market-entry strategies, stress-tested growth plans and provided input on negotiations - always with the goal of supporting sustainable, confident growth.
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Advisor network: Introduced trusted professionals from our wider network - spanning tax, insurance, compliance, and supply chain so the business had access to the right expertise at the right time.
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Funding strategy: Analysed forecasts to identify funding gaps early, advised on equity raises and alternative options and supported the founders through investor discussions.
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Systems and resourcing for scale: Advised on the right system implementations, team structures, and resourcing strategies to prepare the business for growth even at an early stage.
Outcome
By embedding a supportive, board-level advisory approach, the founders gained the benefit of an experienced C-suite perspective without the overhead of a full-time hire. Funding needs were identified early and addressed, growth and expansion plans were guided by clear financial insight and decisions around systems, structure, and resourcing were made with a long-term view in mind. Most importantly, the business gained the reassurance of having a collaborative partner at the table, someone who understood their vision and was there to guide them through each stage of growth.
