A practice you switch on.
Plug in
A mutual NDA, a white-label agreement, and enough of your brand to make the work look like yours. No retainer, no minimum volume, no exclusivity demanded in either direction.
We take your document templates, your brand assets and your house style, and we learn how your firm positions itself — because everything we produce goes out with your name on it and has to sound like your practice, not ours.
You name one point of contact on your side. We name one on ours. That is the whole operating model. There is nothing to integrate, nobody to onboard, and no cost until you bring us an opportunity.
- Signed NDA and white-label agreement
- Your templates and brand kit loaded
- Named contacts on both sides
- Agreed commercial terms for the stages below
Paid discovery
You bring a live account. We run a working session with the client's operators and at least one finance voice, and we leave with sized hypotheses and an honest recommendation.
This is a paid engagement, deliberately. A client who has committed a small budget engages differently from one receiving a free assessment, and the difference shows up in the quality of the data they give you.
You lead the room. We are there as a member of your team — or not in the room at all, if you prefer to run it yourself off our question set. Either works.
Sometimes the answer is that there is no fundable case here. We say so, early, and the fee stops. That recommendation is worth more to your relationship than a case built on a benefit that will not survive the CFO.
- Three to five quantified opportunity hypotheses
- The data and access a full case would require
- Go / no-go recommendation with reasoning
- Credited in full against the business case
The business case
The benefit model, built from the client's own numbers and validated with their finance function. Option analysis, a costed do-nothing baseline, NPV, payback, sensitivities — and the narrative that carries it through the committee.
We work from the client's operational and financial data rather than industry benchmarks, because a CFO discounts someone else's averages to zero and is right to. Every benefit is walked forward into a line their finance function already reports.
We insist on a named benefit owner outside of technology. If nobody will carry the number in their own operating plan, the benefit is not real, and we would rather find that out in week two than in the approval meeting.
The pack is delivered in your template, under your logo, ready for you to present. We brief your lead thoroughly, and where it helps we sit in the room behind you as part of your team.
- Quantified benefit model with client-validated inputs
- Option analysis against a costed do-nothing baseline
- NPV, payback, sensitivity analysis and risk weighting
- CFO pack and steering committee deck, in your template
Implementation blueprint
The scope, phasing and acceptance criteria that let you bid the delivery fixed-price instead of by the hour — written while the analysis is still fresh.
A business case that stops at the number leaves the hardest commercial step undone. The blueprint converts the approved end state into phases that each stand alone: their own benefit, their own owner, their own gate.
That decomposition is what makes a fixed price safe. Scope is defined in quantities rather than adjectives, acceptance criteria are written down, and the value envelope gives scope creep a natural ceiling — past a certain point the client has as much reason to stop as you do.
Your delivery team runs the program. We stay behind you on benefit tracking so the funding survives every gate review, which is where multi-year programs are usually lost.
- Phased implementation roadmap with gates
- Scope and acceptance criteria ready for a fixed-bid SOW
- Benefit tracking plan with owners per phase
- Indicative envelope for later phases
What we will never do.
You are handing a third party proximity to your most valuable client relationship. These are in the agreement, not just on the website.
We never contact your client
Not during the engagement, not after it, not two years later when they might need something. Every approach runs through you.
We never bid against you
We do not compete for the implementation we scoped, and we do not take the same client through another firm.
We never publish your client's name
Nothing appears in our marketing, our case studies or our conversations. The track record on this site is anonymized for exactly this reason.
We never appear as a vendor
To your client, the work came from your practice. Where a body in the room helps, we are a named member of your team.
The practical detail.
Do we have to send you client data?
Usually yes, and always under your firm's agreement with them plus our NDA with you. In practice we work with operational extracts and financial baselines rather than production systems or personal data. Where a client's policy restricts what can leave their environment, we work inside it — several of our engagements have run entirely on the client's side of the wall.
What if our client asks who built this?
You tell them the truth in whatever form your agreement allows — typically that your practice uses specialist capability for financial modelling, which is unremarkable and true of every large firm. What you never have to do is introduce us as a party with an independent interest in their account, because we are not one.
How fast can you start?
Once the agreement is in place, a discovery can start shortly after. The business case itself runs ~6 weeks. We quote that one timeline and do not offer a faster option — data availability is nearly always the constraint, and a case compressed past it is a case that will not survive the CFO.
Can we white-label this for a client we already have under contract?
Yes, and that is the most common way firms start — an existing account where the relationship is good, the work has plateaued at staff augmentation, and there is an obvious unfunded problem sitting in plain sight.
What happens if the case does not get approved?
Approval is the client's decision and we do not guarantee it. What we will not do is build a case we do not believe in — if the benefit is not there, we tell you during discovery, before you have spent anything meaningful or put your name behind a number that will not hold.
Do you work with more than one firm in the same market?
Yes, but never on the same client or the same pursuit, and we will tell you if a conflict exists before taking the work. Geographic or sector exclusivity is available and is a commercial conversation.
Bring us your next deal.
Send one live opportunity — the client, the shape of the problem, where it is stuck. We will tell you within a week whether there is a fundable case in it, and what it would take to build. No obligation on either side.