LI | Advisory Studio offers four complementary services that follow the investment lifecycle: from sourcing and funding to scaling and post‑merger integration.
Brokerage (Investor &
Partner Introductions)
Who it is for: Startups and scale‑ups seeking capital; PE/VCs searching for aligned opportunities or co‑investors.
Problems solved: Limited network, misaligned investor profiles, slow deal flow.
What we do :
> Map investor/partner landscape against your stage, sector, and ticket size.
> Curate and warm‑up targeted introductions.
> Support basic materials (one‑pager, teaser) to make intros effective.
Outcome: More qualified conversations with investors who actually match your profile.
Investor Readiness (Strategy & Pitch)
Who it is for: Founders and leadership teams preparing for seed to Series B, or follow‑on rounds.
What we do:
> Clarify growth strategy, GTM, and value creation story.
> Redesign pitch materials (deck, data room essentials).
>Rehearse Q&A and investor meeting flow.
Outcome: Clear, credible, and compelling story that speeds up investor decisions.
Strategy-to-Execution Assessment
Who it is for: PE/VC portfolio companies, scaling businesses, and boards needing an external view.
What we do:
> Rapid diagnostic of strategy, operating model, and execution capacity.
> Identify gaps, risks, and value‑creation levers.
> Deliver a prioritized roadmap (90‑day / 12‑month).
Outcome: A realistic plan to close the gap between ambition and delivery.
Post‑Merger Integration Governance (PMI)
Who it is for: PE funds and corporates executing acquisitions, carve‑outs, or mergers.
What we do:
> Define integration scope, governance, and decision rights.
> Stand up/coach the integration PMO and workstreams.
> Track synergies, risks, and interdependencies; steer towards outcomes.
Outcome: De‑risked integrations that protect thesis and accelerate synergies.
Engagement models
We work through fixed‑fee diagnostics, hybrid retainers, and success‑based components for brokerage and funding‑related work.
01
Retainers (CHF /month): Ongoing advisory, governance, portfolio support - your fractional transformation officer.
02
Fixed Packages : Quick-win diagnostics, pitch sprints, investor readiness.
03
Success Fees (2–5% of funds/deal): Brokerage intros, raise kickers - aligned incentives.
Schedule a 30-minute introductory conversation.