Advisory for founders scaling fast
Strategy + execution. Not just advice.
Utiliti Advisory provides embedded operational support for founders and portfolio companies. We work as an extension of your leadership team — across strategy, GTM, product, AI, and M&A planning.
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What we offer
Board & Governance
- Formal board framework and charter
- Critical decisions authority defined
- Board packs and reporting training
- Facilitated, structured board meetings
- Board observer and secretarial support
Finance & Forecasting
- Monthly review with investor lens
- Forecast aligned to strategy
- Business case challenge and review
- Actuals tracking with clear feedback
- Add-ons: modelling, vCFO, pricing
Coaching & Mentorship
- Scale yourself as founder and leader
- Leadership team development
- Focused on what’s blocking growth
- Team coaching and team building
- M&A integration people support
Product Management
- Validate your primary ICP
- Assess product-market fit gaps
- Define and score your wedge
- Proof sprints with pass/fail gates
- Prioritised fixes ranked by impact
Service Maturity
- Baseline operational maturity
- Align to a maturity framework
- Build operational and CS frameworks
- Concrete service maturity plan
- Close gaps eroding customer value
Go-to-Market
- Messaging sharpened to your ICP
- Website and channel audit
- Offer, pricing, and packaging locked
- Sales kit: deck, demos, case studies
- Channel playbook and battlecards
Raise Readiness
- Investor lens assessment
- Defensible investment thesis
- Cap table and dilution modelling
- Raise strategy and target investors
- Clarity on “how much, from whom”
Buy-Side M&A Readiness
- M&A thesis and target criteria
- Valuation and market pricing clarity
- Operational and financial readiness
- Funding strategy for acquisitions
- Deal-ready action plan
Sell-Side M&A Readiness
- See your business through buyer’s eyes
- Valuation criteria and gap analysis
- Comparable transaction benchmarks
- Strategic moves that lift exit value
- Know who’s likely to buy and why
Capital alone doesn’t scale companies
Founders need more than funding. They need operators who have built and scaled businesses before.
Our advisory model is grounded in real operating experience. We’ve launched, scaled, and exited multiple companies. We understand inflection points, common pitfalls, and how to stay lean while scaling fast.
Meet The Team
Our team brings 20+ years of global tech leadership, multiple exits, and hands-on operating experience. We’re not consultants—we’re operators who’ve built and scaled businesses.
Advisory In Action
Empowering Women Through Their Midlife Journey with dedicated health tech platform for peri-menopause and menopause
Digitising complex consumer journeys for hospitals, government, and service providers with seamless digital solutions.
Mosh gives Aussie men affordable, discreet online healthcare for hair loss, sexual health, skincare, eight loss and more.
Leading Product Management and Technology Platform supporting rapid growth and development delivery.
Access To Our Network
We’ve built relationships with leading service providers, specialists, and strategic partners.
Our portfolio companies gain access to:
- SaaS discounts and credits
- Cloud credits and infrastructure optimisation
- Specialist services (legal, tax, HR, recruitment)
- Strategic introductions and partnerships
- AI and data science expertise
Ready to Scale?
Whether you’re raising capital, expanding internationally, or planning an exit—let’s talk about how we can help.