Investment strategy
A fundable thesis, a model and the investors who fit it.
The question it answers
“How much capital do we need, from whom, and on what story?”
- What you get
- Investment thesis · Model · Investor map
- How we run it
- CapitalEngine
Strategies · 5 types
Capital & Deals
How to raise, buy, list and allocate. These 5 types put every number in a model you can audit, every valuation in a range, and every financial conclusion in front of a chartered accountant before you see it.
Capital & Deals · 5 types
How to raise, buy, list and allocate.
Capital & Deals strategy at strategy1 covers investment strategy, M&A screening and AI due diligence, IPO and listing readiness, portfolio and capital allocation, and family-business governance and succession. Every number is sourced and graded by confidence, and licensed Domain Fellows sign the financial and legal conclusions before you act on them.
2.1 2.2 M&A screening & AI due diligence
Red flags found fast, each one cited to the page.
The question it answers
“Which targets fit, and what in the data room should stop us?”
- What you get
- 72-hour red-flag DD memo
- How we run it
- DealEngine
2.3 IPO / listing readiness
A clear view of the gap between you and a listing.
The question it answers
“Are we ready to list, and what must change first?”
- What you get
- Readiness scorecard · Roadmap
- How we run it
- CapitalEngine
2.4 Portfolio & capital allocation
Capital moved to where it earns most, with the trade-offs shown.
The question it answers
“Which businesses do we invest in, hold or exit?”
- What you get
- Portfolio strategy · Allocation plan
- How we run it
- CapitalEngine
2.5 Family-business governance & succession
A transition the family and the business can both live with.
The question it answers
“How should ownership, governance and leadership pass from one generation to the next?”
- What you get
- Family constitution inputs · Transition plan
- How we run it
- CapitalEngine with ScenarioEngine
How it is done
The methods behind this family
Boundary
We provide decision support. Licensed professionals sign technical, financial and legal conclusions.
Every type in this family runs on a Strategy Twin of your business and the S1 Method: six stages, three human gates.
- 01Capital-need models
- 02Investor-universe matching
- 03Valuation scenarios
- 04Data-room readiness
- 05Synergy models
- 06Red-flag scans of documents
- 07Governance gap analysis
- 08Peer valuation benchmarks
- 09Invest / hold / divest scenarios
- 10Ownership and succession scenario modelling
Engines in this family
Who runs the work
Engines are named methods delivered by a strategist pod with AI agents.
Engine
CapitalEngine
Investment strategy, IPO readiness, allocation
Runs: Investment strategy, IPO / listing readiness, Portfolio & capital allocation, Family-business governance & succession
Engine
DealEngine
M&A screening and AI due diligence
Runs: M&A screening & AI due diligence
Engine
ScenarioEngine
Scenarios, risk, red-team war-games
Runs: Family-business governance & succession
Proof
Proof before proposal.
No published case yet
No case is published yet: a case goes live only with its baseline and the client's written permission. Subscribe to the strategy1 Review to hear when they are published.
Compression Index
Specialist baseline time ÷ strategy1 time, for the same deliverable. No baseline, no index.
See how we measure- 01
Every number traceable.
Each figure links to its source, date and confidence grade (A, B or C).
- 02
Every plan red-teamed.
Each strategy ships with its strongest counter-arguments and the conditions under which it fails.
- 03
Signed where it matters.
Domain Fellows, who are chartered engineers, CAs, lawyers and sector veterans, sign the parts that carry professional liability.
- 04
Nothing written without approval.
No decision reaches your systems until your named owner accepts it.
Questions
About Capital & Deals strategy
What does deal strategy advisory cover?
Deal strategy advisory covers the decisions around capital: how much to raise and from whom, which companies to buy, when to list, where to allocate and how ownership passes between generations. strategy1 covers each with a defined deliverable, from an investment thesis to a 72-hour red-flag due diligence memo.
How is deal strategy different from investment banking?
Deal strategy decides what to do and why: the thesis, the target, the readiness gaps and the allocation. Investment banks execute transactions: raising capital, running sale processes and managing listings. strategy1 works on the decision before a banker is appointed, and licensed professionals sign the financial conclusions.
Who signs the financial conclusions?
Licensed professionals. strategy1 provides decision support: every number sits in a model you can audit and every valuation is a range. Domain Fellows, including chartered accountants and lawyers, sign the parts that carry professional liability before anyone acts on them.
Other strategy families
Bring one real decision.Leave with a signed plan.
A 72-Hour Bootcamp takes one problem your team would scope in weeks and works it to a decision memo your leadership signs. Fixed scope, fixed fee.