Investment Firm OS Academy
The first end to end online programme of education, community & coaching built bespoke for investment & wealth management founders
Choose from our 3 plans: Essential | Pro | Elite to suit your needs
We accept all cards and you may be eligible for our Clearpay and Klarna payment plans.
Essential
Our core academy product providing a solid operating system (OS) for starting, growing or scaling your investment firm
£799
Buy nowPro
Everything in Essential + an ongoing package of solutions worth >£1000 per month
£799 + £299pcm
Buy nowElite
Everything in Pro + an ongoing package of solutions worth >£2,000 per month
£799 + £499pcm
Buy nowWhat 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, service providers
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
