Morgan Stanley.
Now in your corner.
FORMER INVESTMENT BANKING ASSOCIATE · 7 YEARS · MULTI-BILLION POUND ADVISORY
Our financial review service is led by someone who spent 7 years as an Investment Banking Associate at Morgan Stanley, advising some of Europe's largest companies. That background means when we look at your business plan or investor deck, we see exactly what a serious investor will see — the strengths worth building on, and the gaps worth fixing before they cost you the room.
7 Years Investment Banking at Morgan Stanley
£bn Scale Companies previously advised across Europe
IB Methodology Applied to every review we deliver
One agency Creative direction and financial expertise, together
Morgan Stanley IB Associate · 7 Years · Multi-billion pound client portfolio · Now working for your brand
Morgan Stanley IB Associate · 7 Years · Multi-billion pound client portfolio · Now working for your brand
Your plan is written.
Now let's make it bulletproof.
You've done the hard part. We review what you've built with the honest eye of someone who has sat on the other
side of the table — and help you make it ready for any investor, any room.
Review 01
Business Plan Review
A thorough, honest critique of your existing business plan. We look at the strength of your market thinking, the logic of your strategy, and whether your narrative is tight enough to hold up under scrutiny — then give you a clear written report on what to sharpen.
Review 02
Investor Deck Critique
We go through your pitch deck the way an investor would —from how you frame the problem to the credibility of your ask. You get a slide-by-slide assessment and practical notes on what is working, what is not, and what to change before your next pitch.
Review 03
Investor Assessment
A full review of your entire fundraising package — plan, deck, and financials — assessed together, the way an investor receives them. You walk away with a readiness score, a priority action list, and a debrief call to make sure nothing is left unclear.
Review 04
Financial Model Audit
Numbers that do not add up kill deals quickly. We audit your financial model for internal consistency, realistic assumptions, and investor-grade presentation — flagging anything that does not hold together before it reaches someone who will
notice.
WHAT WE LOOK FOR IN EVERY REVIEW
1. Market sizing that holds up
Are your TAM/SAM/SOM figures sourced and defensible — or will an investor challenge them in the first minute?
2. Numbers that tell the same story
Do your projections flow logically from your assumptions, pricing model, and cost structure?
3. A coherent narrative, start to finish
Does every section reinforce the same vision — or does the plan drift between words, strategy, and numbers?
4. Risks you have owned, not hidden
Have you addressed the key risks credibly — or left an investor to find them on their own?
5. An ask that stands on its own
Is your funding amount, valuation, and use of funds specific enough to be taken seriously?
How it works?
01 Send us what you have
Share your business plan, investor deck, or financial model in whatever shape they are in. No polish needed.
02 Intake call
A quick 30-minute conversation to understand your business, target investors, and what you want to achieve.
03 The deep review
We go through every assumption, narrative thread, and number with the same rigour a serious investor would apply.
04 Written report
What is working, what is weak, and a clear priority list to address before your next pitch.
05 Debrief call
We walk through every finding together so you leave with a clear plan and real confidence.
Document Review
From £850 per document
5–7 working days
One document reviewed · Written report ·
Priority action list · 30-min debrief
Full Package Review
From £2,200
10–14 working days
Plan + deck + model · Readiness score · Full
report · 60-min debrief · Pre-raise checklist
Ongoing Advisory
Rolling engagement
Continuous review · 2x strategy calls/month ·
Model updates · Priority response
PACKAGES
