Six problems I work on with PE sponsors and financial services firms.

01 / 06

Pre-CDD & Decision Support

Decision-grade research designed to produce IC conviction, not just market coverage — scenario-based quantitative modelling, simultaneous growth-and-risk framing, and AI-amplified primary intelligence within standard pre-CDD timelines.

• Quantitative scenario modelling integrated into the primary research phase
• Primary intelligence network with genuine domain standing
• Operate option: pre-CDD run as an embedded extension of your team

02 / 06

Portco Analytics & AI-Assisted Tools

Bespoke operational signal detection and analytics infrastructure, designed around the value creation plan and built by people who understand both the data and the deal.

• Built for management utility first, sponsor visibility second
• 2–4 week bespoke build cycles for this portco’s specific data architecture
• Signal detection surfaced before it reaches the management accounts

03 / 06

LP & Investor Reporting Intelligence

Investor reporting redesigned as a relationship tool rather than a compliance exercise — continuous, personalised, narrative-driven intelligence that strengthens LP confidence between formal updates.

• Investor-specific narrative built from the original investment thesis
• Dynamic exposure mapping and portfolio-level intelligence
• Reporting that reads as attentiveness, not administration

04 / 06

Transformation & Value Creation Advisory

Hands-on value creation support across the holding period — operating model design, margin improvement, growth strategy execution — delivered by practitioners who think in terms of what the IC approved.

• Thesis-led, not framework-led
• Embedded delivery, integrated with analytics and reporting work underway
• Built for execution, not just diagnosis

05 / 06

GCC Advisory & Build-Out

Strategy and execution for Global Capability Centers in India — designed from day one as revenue centers with commercial identity, not cost centers that quietly accumulate capability nobody monetises.

• Site strategy, talent architecture, and operating model design
• The Core + framework applied — what to protect, what to commercialise
• End-to-end build-out: business case through first anchor client

06 / 06

Zero to One: New Value Creation Services

For established financial services firms sitting on capability they haven’t yet turned into a business. Finding the revenue center hiding inside your existing operation, the anchor client, and the delivery model that makes it real.

• The Core + reframe: new revenue without cannibalising what works
• Anchor client strategy — the first mandate shapes everything that follows
• Scar tissue built in: air cover, talent design, incentives, adoption