Three ways in. Choose by the size of the question.
Most founders and CEOs do not need a six-month engagement on day one. They need a defined first step that earns the right to a longer conversation.
The three options below are calibrated by depth, not by sales funnel logic.
Three ways in. Choose by the size of the question.
Most founders and CEOs do not need a six-month engagement on day one. They need a defined first step that earns the right to a longer conversation. The three options below are calibrated by depth, not by sales funnel logic.
Three doors. One conversation.
Start where the question actually sits. Nobody is asked to buy the top of the ladder on day one.
Vantage Insights, Omnichannel, Discovery Exchange.
A prescriptive read of your business finances, delivered in 24 hours. The management information a business your size should be seeing every month, set against what you actually receive, and what the difference between the two is costing you in margin, cash and time. Free preview. $250 for the full report. From $1,500 for The Warwick Review, my own commentary layered over the diagnostic and scoped by hours.
Full assessment of your channel architecture and management operating P&L. Channel-by-channel financial simulation, distribution decisions, north-star strategy. From $10,000, scoped to your geography and category. Global delivery.
Free. Three short prompts below. I read every one personally and reply within 48 hours. Use this if the question is bigger than a Vantage Insights report or smaller than a project, or if you simply do not yet know which fits.
Vantage Insights is the door. It is not the whole house.
Almost every business that takes Vantage Insights discovers the same thing: the reporting it runs on is thinner than the decisions being made on top of it. That finding is the point. It is also the reason the relationship rarely stops at a single report.
Your ledgers, bank feeds and systems connected once, then read every month without you asking. Real management accounts, margin by product, channel and customer, the costs quietly drifting, the capacity you are paying for and not using, and a ranked answer to the only question that matters: what should I work on this month, and why.
In build. Design partners from 2027. Non standard ledger connections are quoted as a one off integration fee.
For the decisions that are structural rather than monthly. Board and investor reporting from $4,500. Investment readiness and capital raising from $8,500. Holdco and entity restructuring from $8,000. Tax efficiency and cross border structure from $6,000. Most clients arrive already connected through Vantage Plus, so the numbers are in place before the work starts.
Twenty years of running a $1.1bn region, applied to your balance sheet.
Each step earns the next. Nobody is asked to buy the top of the ladder on day one.
Founders do not fail on the idea. They fail on the second hundred decisions after it.
Three prompts. One reply within 48 hours.
This is the free option. There is no pitch, no slide deck, no sales follow-up sequence. Three short answers and a contact email, and you will get a written reply from me, not a templated reply from an inbox handler.
One conversation per week, anchored to the same five-number scoreboard. Founder businesses do not fail because the strategy is wrong, they fail because the cadence is missing.
A reply within 48 hours, from me.
Not a form response and not a sales sequence. A read on your question, and an honest answer about whether I am the right person to take it on.
The reply, the call, the proposal.
You receive a written reply from me. I will either propose a 30-minute call, point you to Vantage if that is the right starting point, or tell you that I am the wrong fit and suggest who is.
One conversation, no slide deck on either side. We work through the question you sent. By the end, you either know your next move or you know that the right next move is more work together.
I send a one-page proposal with scope, deliverables, fee and timeline. No legal-page contracts to negotiate. The work targets a start within two weeks of signing, subject to current availability.
You leave with a clearer view of the question and a strategic report capturing the discussion, framework and recommended next moves. That is the value of the Discovery Exchange even when it does not turn into an engagement.