INVESTMENTS

Make the opportunity stronger before, around and beyond the transaction.

Use Investments when there is a real capital, acquisition, sale, listing, financing, investment, joint venture, strategic partnership or project transaction to consider.

Check your fit

WHERE CLIENTS GET STUCK

A transaction can be strategically right and still be poorly prepared.

0to1 strengthens the underlying company, project, information, stakeholder path and implementation readiness. Licensed firms keep regulated transaction work.

The company or issuer is not ready for close scrutiny.

Customer economics, revenue quality, cash, governance, information or management readiness may weaken the opportunity.

The project or opportunity is not yet investable enough.

Sponsor, demand, cost, delivery model, approvals, risks or operating plan may need strengthening.

Everyone is focused on closing, but not enough on the value after closing.

The first 100 days, implementation route and post-transaction operating value may need active preparation.

WHAT DISCOVERY EXAMINES

The transaction question, what is missing and where 0to1 can add non-regulated value.

We also clarify the boundary between 0to1, the client and any licensed transaction adviser before further work is scoped.

The purpose of the transaction and why it matters now
The current stage, decision-maker and timing
Company, issuer or project weaknesses that could reduce value
Information readiness and material unanswered questions
Stakeholders, approvals, public interfaces and dependencies
The licensed adviser’s role where regulated work is required
Implementation readiness and the first 100 days after closing
Practical AI uses for document review, data room work, monitoring or research support

Role boundary: 0to1 does not act as an unlicensed investment bank, broker, arranger, valuation provider, legal adviser, tax adviser or regulated transaction executor. Regulated work remains with the appropriately licensed firm.

HOW THE WORK MAY RUN

Strengthen the opportunity without blurring responsibility.

Actual scope is defined after discovery.

Define

Clarify why this transaction, why now, what value is involved and what must be proved first.

Strengthen

Work on the company, project, information, stakeholder or operating weaknesses that could cause failure or underperformance.

Prepare and support

Organise readiness, open matters and non-regulated work while the licensed firm leads formal execution.

After the transaction

Prepare the first 100 days and route operating value work into Enterprise or Value Capture where appropriate.

AI INSIDE INVESTMENTS

Use AI to remove slow manual work, not to replace regulated judgement.

Possible uses include document review, data room organisation, opportunity screening, research support and portfolio monitoring. Source documents remain visible and important conclusions stay human-reviewed.

PROFESSIONAL DISCOVERY

Choose how deeply you want us to examine the investments question.

Discovery is where detailed diagnosis begins. The eventual engagement fee is not published because it depends on what is uncovered here.

Brief Discovery

USD 98 one time

Clarify the transaction or investment question and the sensible next step.

For a sponsor who wants a professional first assessment of the opportunity, current stage and what may be weakening it.

Review of the information you submit
Initial advisory feedback by email
A short advisory call
Initial interpretation of the situation
Guidance on the most appropriate next step

Comprehensive Discovery

USD 980 one time

Work through the opportunity with the sponsor and relevant team.

For a material transaction or capital question that needs deeper investigation before the non-regulated advisory Scope of Work is defined.

Pre-session review of submitted information
Half-day virtual discovery session with the relevant client team
Deeper examination of the problem or opportunity
Identification and prioritisation of the principal issues, gaps or opportunities
Definition of what 0to1 would need to do next
A proposed Scope of Work where a further engagement is appropriate

AFTER DISCOVERY

The Scope of Work is the primary mechanism for a proper engagement.

Problem or opportunity
What we are solving and why it matters.

Proposed work
The workstreams and work to be done.

Expected outputs
What the client will receive or implement.

People involved
The sponsor, client owners, 0to1 team and any specialists.

Duration
The expected timing and key milestones.

Commercial terms
The agreed fee, invoice schedule and other approved costs.

A larger assignment may use a project fee stated in the Scope of Work, a bulk amount raised by invoice for an agreed body of work, or USD 1,600 for each advisory or technical support day spent with the client team where day-based support is the better mechanism. The USD 1,600 day rate is an option, not an automatic charge for every client.