M&A · Fundraising · Fractional CFO

Capital, clarity
and a clear path to the summit.

We are the strategic finance partner ambitious founders bring in when the stakes get serious — raising the round, structuring the deal, building the model that survives the boardroom.

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NorthwindLatticeVellum BioOrbit Pay

£640m+ raised & advised across 90+ founder-led companies.

Advisory team in a premium dark boardroom reviewing growth charts during a strategy meeting
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Median valuation uplift at exit
Trusted by Series A–C founders
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Capital raised & advised
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Founder-led companies
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Average raise close time
0x
Median valuation uplift
What we do

Senior firepower,
exactly when it counts.

From the first model to the final signature, we sit on your side of the table — fluent in the language investors and acquirers actually use.

Fundraising Strategy

Seed to Series C. We shape the narrative, build the model, run the process and get you in front of the right cheque-writers.

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M&A Advisory

Buy-side and sell-side. Valuation, deal structuring, diligence management and negotiation — driven to a close that protects your upside.

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Fractional CFO

Board-grade financial leadership without the full-time hire. Forecasting, cash discipline, hiring plans and the metrics that keep investors calm.

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Growth Modelling

Driver-based models that hold up in the boardroom. Scenario planning, unit economics and the levers that actually move enterprise value.

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Investor Readiness

Data rooms, cap-table hygiene, diligence prep and a deck that survives the hard questions. We make you boring to underwrite — in the best way.

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Exit Planning

Position the business 18–24 months out so the right acquirer comes to you. We build the value story before the term sheet ever appears.

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High-end corporate advisory and CFO team in a strategy session
22+ yearsaverage partner experience
Why founders choose us

A boutique bench with bulge-bracket scars.

We are not a junior team learning on your deal. Every engagement is led by a partner who has sat on both sides of the table — as operator and as advisor.

  • Partner-led, every time

    The person you meet in the pitch is the person in the room at close. No bait-and-switch.

  • Operator-grade models

    Models built by people who have run the P&L, not just audited it. They survive scrutiny.

  • Speed without shortcuts

    We move at founder pace and close at institutional standard. Average raise lands in 38 days.

Meet the team →
The Summit effect

Enterprise value, charted.

A representative client trajectory: from a flat pre-engagement baseline to a structured, investable growth curve across eight quarters.

Q1 · Engagement Q4 · Model rebuilt Q6 · Round closed Q8 · 3.4× uplift
Sleek premium boardroom with a city skyline view
£640m+raised & advised to date
Built for the boardroom

The numbers that survive hard questions.

Investors and acquirers don't fund optimism — they fund defensible logic. We pressure-test every assumption until the model earns the valuation it claims.

  • Defensible unit economics

    Contribution margin, payback and LTV/CAC that hold up under diligence — not vanity dashboards.

  • Live scenario planning

    Base, bull and bear cases your board can stress in real time — so there are no surprises.

  • Cap-table discipline

    Clean ownership, sensible option pools and dilution you understand before you sign.

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How we work

A decisive four-step engagement.

Diagnose

A deep read of your numbers, market and goals. We surface the real constraint within two weeks.

Build

The model, the narrative and the data room — assembled to institutional standard.

Run

We drive the process: outreach, meetings, negotiation. You stay focused on the business.

Close

Terms agreed, diligence cleared, signatures secured — with your upside protected throughout.

In their words

Founders who reached the summit.

“
Summit rebuilt our model in three weeks and we closed our Series B at a valuation we'd been told was a year away. Genuinely changed the trajectory.
RK
Rana KaurCEO, Lattice Robotics
“
The sell-side process was ruthless in the best way. They found a second bidder we didn't know existed and the final number was 40% above our floor.
DM
Daniel MercerFounder, Vellum Bio
“
Having a fractional CFO of this calibre two days a week gave our board exactly the confidence it needed. Cash visibility went from foggy to forensic.
SO
Sofia OkonkwoCOO, Orbit Pay
NorthwindLatticeVellum BioOrbit PayMeridianKestrel
Ready when you are

Let's map the route to your next milestone.

A 30-minute strategy call, no obligation. We'll tell you straight whether we can move your number — and how fast.

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