Metanoia Advisory
Strategy & Investment Advisory

Decision-grade analysis for the decisions that carry the most money.

For CFOs, boards and investors weighing an investment, a capital raise, a restructuring or a new strategic direction. Feasibility studies, financial models, business cases and investment-grade documents, built by the people who will present them, so the numbers in the model are the numbers in the room.

Four services for one decision cycle

From the first feasibility question to the document an investor signs on. Each service ends in something a board can act on.

Feasibility studies and financial modelling

  • Who it is forBoards and project sponsors deciding on a new plant, line, venture or acquisition
  • What you getSourced assessment, three-statement model, risk register, recommendation
  • How longFive to eight weeks
  • What happens nextThe investor-ready business case: the same model carried into the deck, teaser and data-room narrative.
Feasibility studies and financial modelling

Business cases and investment analysis

  • Who it is forCFOs and CEOs raising equity or debt, or seeking a joint-venture partner
  • What you getThesis, model, investor deck, teaser, data-room narrative
  • How longSix to ten weeks
  • What happens nextInvestment-grade documentation for the raise, or an implementation retainer while the capital is deployed.
Business cases and investment analysis

Strategic planning and strategy refresh

  • Who it is forListed mid-caps after a leadership change, index inclusion or an ambitious new target
  • What you getStrategy review, options, three-year plan, board paper
  • How longSix to ten weeks
  • What happens nextThe Strategic Storytelling practice carries the plan into the equity story and the next annual report; an implementation retainer runs the transformation office if you want one.
Strategic planning and strategy refresh

Investment-grade documentation and capital-raise readiness

  • Who it is forCompanies preparing an equity raise, bond issue or strategic sale
  • What you getIM, data-room narrative, equity story, prospectus-grade plan, readiness
  • How longSix to eight weeks for documentation; six to nine months for a readiness programme
  • What happens nextAfter the raise or listing: the investor-communication retainer, so the story told in the roadshow is the story told every quarter.
Investment-grade documentation and capital-raise readiness

How an engagement runs

A strategy firm hands over a model; an agency cannot build one. We build the model and the document that carries it, in the same weeks.

  1. Frame the decision

    The investment thesis in one page: what has to be true for this to work.

  2. Build the evidence

    Market, operations, regulation and a three-statement model with scenarios. A reconciliation log on every number.

  3. Make the case

    The recommendation, the risks and what would change our mind, written for the people who decide.

  4. Win the room

    Board paper, investor deck, teaser and data-room narrative from the same numbers, presented by the partner who built them.

  5. Stay through delivery

    An implementation retainer with partner days priced in: the transformation office, the raise, the integration.

What the board receives

A page from a board pack in our standard: an action title that states the finding, a matrix that carries one message, side notes per market group, labelled values and a source line. The page is illustrative and draws on a published industry scenario.

Illustrative example

Board page titled "Asia and Europe will house the key long term demand nodes for LNG": a matrix of 2030 net LNG imports against 2030–40 growth by market, grouped into nascent, emerging and resilient legacy markets, with notes per group and sources.
An illustrative board page: the finding in the title, one matrix, notes per market group, sources under the chart.

Start with a 45-minute working session with a partner.

Bring the decision or the deck you are working on. You leave with a view on what it would take, who would do it and how long it would run. No proposal unless you ask for one.

Focused discussionon your decision or deck
Partner-level perspectivewith practical next steps
No proposal requiredunless you ask for one
Talk to Our Team