The numbers you have.The insight you do not.Delivered in 24 hours.
A prescriptive read of your business finances: the management information you should be seeing every month, what you are actually getting, and precisely what the gap between the two is costing you.
The strategic read
on your founder business.
A structured intake, a full reporting gap analysis, four priority levers, a ninety-day sequence, and the named frameworks to install. Built from twenty years inside a $1.1bn brand, refined into a repeatable diagnostic for founders and CEOs running $1m to $50m businesses.
The AI intake form opens publicly in October. Until then, request your Vantage report through the discovery exchange and we will deliver it manually as soon as it is ready.
Not a report. A read.
Vantage Insights is a one-page-equivalent strategic diagnostic, structured for founders and CEOs who already know their business and need a sharper external read of where the binding constraints actually sit. Each Vantage report is unique to the founder’s intake, drawn from a calibrated library of LPA frameworks, and built to be installed not admired.
Submit the intake and you receive a brief Vantage report for free: the headline read, your reporting gap analysis and the profit and loss diagnostic. The full report, the four priority levers, ninety-day sequence, and prescribed frameworks, unlocks for a one-off $250.
Reporting gap analysed
Operating cadence, financial visibility, customer concentration, decision-rights clarity, capital runway, founder leverage, margin discipline, raise readiness, team shape, strategic clarity.
Four priority levers
Ranked by intervention pathway. Each lever names the structural gap, the work to install, the framework to apply, and the metric that proves it worked.
Ninety-day sequence
Three phases: weeks one to two immediate, weeks three to six install, weeks seven to twelve operate. Each item named, each owner implied, each metric measurable.
Prescribed frameworks
Three to five named frameworks from the LPA library, embedded inline. Includes the protocols the founder runs against weekly, not the platitudes consultants deliver.
Four steps, twenty-four hours.
Submit the intake
Thirty-three questions across business shape, customer mix, operating discipline, capital position, and the questions you keep coming back to. Eighteen minutes if you have your last twelve months P&L in front of you. Free to submit.
AI generates
The Vantage Insights engine reads the intake, measures your reporting against what a business of your size and sector should hold, benchmarks the numbers against sector norms, selects from David’s framework library, and writes the prose. Calibrated against twenty years of founder-business experience.
Receive the URL
Within twenty-four hours we email you a unique link to your Vantage report. The brief preview opens free: headline read, reporting gap analysis, profit and loss diagnostic. The full report sits behind a single $250 unlock.
Install the work
Once unlocked, Vantage Insights is built to be installed, not filed. The four priority levers, the named frameworks, the ninety-day sequence are designed to be run by your leadership team starting week one.
The management information a business your size should be seeing every month, set against what you actually receive, and the cost of the difference.
Vantage Insights, in two halves.
Page one
- Headline LPA Founder Score, 1 to 10
- One-line strategic framing
- Executive read paragraph
- Reporting gap analysis
- P&L breakdown and sector positioning
The deliverable
- Four priority levers, ranked and reasoned
- Structural gap and named work for each lever
- Framework to install and metric that proves it
- Ninety-day priority sequence across three phases
- Three to five LPA frameworks embedded inline
- Further reading curated for your sector
- Diagnostic CTA for deeper engagement
Want David’s personal read on top of the Vantage Insights? The Warwick Review is available from $1,500, scoped by hours engaged. Start the discovery exchange →
Founders and CEOs do not need another consultant. They need a sharper read.
Most founder businesses between $1m and $50m revenue are running well below their structural potential. Not because the founder is wrong about the business, but because they are too close to it. The marketing spend is over-running contribution. The top three customers are fragile in ways the founder has not had time to map. The cash forecast is six weeks behind reality. The operating cadence drifts because the founder cancels the weekly meeting when something else comes up.
Vantage Insights is the first product I have built that lets founders get a structured external read without committing to a retainer, a long discovery, or a four-figure engagement. Free to take, $250 to unlock the full report. Twenty years of pattern recognition, condensed into a diagnostic that lands in twenty-four hours. If the read lands and you unlock it, the next step is the Founder Diagnostic. If it does not, you have a sharper view of your business than you had this morning.
David Warwick. Former CHANEL Commercial Director UK. CIMA qualified, ADIT December 2026. Global clients.
Before you submit.
Is Vantage Insights actually free, or is there a catch?
Can David review my Vantage Insights personally?
Is the AI actually doing the analysis, or is this just a wrapper?
What if my intake is incomplete or I do not know some answers?
What sectors does this cover?
How is this different from a consulting engagement?
What happens to my data?
Can I see a sample before submitting?
One diagnostic. Then a finance function. Then a chief financial officer.
Vantage Insights is deliberately the smallest commitment we offer, because it exists to answer one question honestly: what is your reporting failing to tell you, and what is that costing you. Almost every founder who reads the answer wants the gap closed. That is the rest of the ladder.
Vantage Insights
Free preview · USD 250 full report · The Warwick Review from USD 1,500 · one-off, no subscription
Most founder businesses are run on a bank balance, a sales figure and an instinct. The accounts arrive months late, formatted for a tax authority rather than for a decision. Vantage Insights is the twenty-four hour read that names exactly what is missing.
- A prescriptive reporting gap analysis: the management information a business of your size and sector should see every month, set against what you actually receive
- A profit and loss diagnostic that names the lines quietly costing you money
- Margin, cash and customer concentration read against sector norms, so that good stops being a feeling and becomes a number
- Four priority levers, ranked, each with the reasoning and the likely size of the prize
- A ninety-day sequence, because knowing the problem and knowing the order are different things
- The frameworks prescribed for your situation, ready to install on Monday morning
Most founders discover they have been deciding on a quarter of the information they should have. That discovery alone is worth two hundred and fifty dollars. What you do about it is where the money actually is.
Vantage Plus
Subscription from USD 500 per month by revenue band · integration quoted where systems are non-standard
Insights tells you what is absent. Plus supplies it, every month, automatically. We connect to your ledgers, your bank feeds and your systems, and from that day forward you stop waiting on your accountant to tell you how last quarter went.
- Proper monthly management accounts: profit and loss, balance sheet, cash, and variance against your budget
- Margin by product, by channel and by customer, and the direction each one is travelling
- Growth opportunities your own numbers already contain and nobody has gone looking for
- Loss-making lines named, under-utilised assets identified, capacity you are paying for and not using
- Cost concerns surfaced early: creeping overheads, supplier drift, subscriptions nobody remembers approving
- Going-concern signals watched continuously: cash runway, covenant headroom, debtor and creditor stretch
- And the answer to the only question that matters each month: what to work on, ranked, with the reasoning
This is the reporting most businesses only acquire when they hire a finance director. You get it from the month you connect, for a fraction of a salary, and it never forgets to run.
Vantage CFO
Priced per engagement · board reporting from USD 4,500 · raising from USD 8,500 · restructuring from USD 8,000 · tax from USD 6,000
Good reporting changes the questions a founder asks. Within a year, most Plus clients are asking bigger ones: how do we raise, how should this group actually be structured, what is the business worth, and how do we take tax out of the equation legitimately. That is where a chief financial officer earns their fee.
- Board and investor reporting: board pack architecture, KPI scoreboard, commentary written to the standard an institutional investor expects, decisions log and minutes
- Investment readiness and raising: three-way model, data room, the financial narrative, valuation range, red lines found before diligence finds them, round modelling and dilution you can feel
- Holdco and entity restructuring: group architecture designed rather than inherited, entity placement by jurisdiction, intercompany flows, transfer pricing, repatriation that survives scrutiny
- Tax efficiency and structure: cross-border position across five jurisdictions, permanent establishment risk, withholding, treaty relief, advisory by us and filings by licensed partners
Because the numbers are already connected, this work starts in days rather than weeks, and it starts from evidence rather than from a discovery call.
Vantage F&B
Should you open that restaurant or coffee house? Concept verdict, benchmarking, labour and staffing sense-check, and an investor-grade model built from a real venture.
FROM USD 250, ONE-OFFInvestor Diligence
For angels, syndicates, family offices and smaller funds. The deck reconciled against the ledger, quality of revenue tested, red lines named, signed by David.
USD 2,500 TO 7,500 PER DEALVantage Private
For founders whose lives cross borders. Residence, days, treaties, filings and exit planning understood together, with licensed sign-off where required.
FROM USD 150 PER MONTHEach step earns the next. Nobody is asked to buy the top of the ladder on day one, and nobody who climbs it does so because we sold them something. They climb it because the first read was right.
Vantage Insights opens for submissions in October 2026.
Until then, join the launch list. You will receive the link the day it goes live, plus a fortnightly Insights note from David on what is showing up in the early Vantage Insightss.
No retainer pitch. Unsubscribe anytime. Fortnightly cadence, never more.
This page is general business information. It is not regulated financial advice or a financial promotion under FSMA s.21. Vantage Insights is a structured business diagnostic, not regulated tax, legal, or investment advice. Confidentiality preserved on all submissions.