A lead generation engine that keeps its own list current
Sourcing, research and drafting run on a schedule, so the pipeline does not depend on somebody remembering to do it.
TODO: this write up still contains unconfirmed figures
Projects
Work that changed how a week is spent
Four pieces of work, described honestly. Where a client cannot be named they are not named, and where a figure has not been confirmed it is marked rather than estimated.
A reporting platform that cut budget preparation by around eighty per cent
A single place where an industrial holding group could see its results, build its budgets and track what it was actually spending.
Reading several hundred asset lines as one portfolio
A risk and allocation review for a Forbes 100 principal, balancing what the operating businesses needed against what the financial portfolio could earn.
Building a pan European origination process from nothing
The market tracking and selection process behind a fourteen person real estate investment business covering four countries.