The first online academy offering education, community & coaching for investment & wealth management founders
The Investment Firm OS provides the tools to get founders ‘investor ready’ by saving them time, money & mitigating many of the potholes.
Access 30+ years experience of starting, growing & scaling investment firms
Video modules
Learn at your own pace
Community
Join a global group of like-minded founders
Coaching
Personal & group guidance with industry experts
Resources
Templates & tools
What to expect?
The investment firm OS is made up of 7 learning modules, a community of peer founders & access to coaching all accessed from this academy platform
Founders who commit to the process can expect the following outcomes
Getting investor ready defines everything we aim to deliver
The tools to save you considerable time & money
A completion certificate when you’ve finished the academy
Access to practical business facilities eg co-working space & document templates
Access to peers, industry experts, investor data
Access to experienced folks in our team who have walked in your shoes before
A time tested blueprint for the efficient set up, growth or scaling of an investment or wealth management firm
Access to a global community of founders facing the same opportunities and challenges as you
A friendly supportive voice to help you firedrill and tear down what you do & how you do it
For graduate founders ready to move into deeper projects, we can work directly with you to deliver specific mandates e.g talent scouting, social media campaigns and investor lead targeting
Curriculum.
7 x 30min video modules covering everything from distribution, strategy, structuring, marketing, talent.
Coaching.
Live ‘ask me anything’ sessions, 1 on 1 & group workshops delivered by our team & invited subject matter experts.
Community.
Join a global eco-system of founders at all stages of their journeys, share best practise, problems & opportunities
