An online package of education, coaching & community designed for founders starting, growing & scaling.
Built bespoke for investment & wealth management professionals
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Join the investment firm OS to get investor ready at speedÂ
 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 Â
Getting investor ready defines everything we aim to deliverÂ
The tools to save you considerable time & money
A completion certificate when you’ve finished the academyÂ
Access to practical business facilities eg co-working space & document templates Â
Access to peers, industry experts, investor dataÂ
Access to experienced folks in our team who have walked in your shoes beforeÂ
A time tested blueprint for the efficient set up, growth or scaling of an investment or wealth management firmÂ
Access to a global community of founders facing the same opportunities and challenges as youÂ
A friendly supportive voice to help you firedrill and tear down what you do & how you do itÂ
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 targetingÂ
