Discover
Bring financial, operational and human perspectives together. Find the issue beneath the symptom and see the choices clearly.
Strategy as a Service
Deep Intelligence for advisory.
Build the firm
clients can't outgrow.
When a client is ready to grow, buy, sell or change course, be ready to lead. The Analyst gives your team the intelligence and support to carry that decision from insight to action, under your brand.
The Analyst in 45 secondsTurn on sound to hear the story
See the whole businessTest the decisionCarry the work forward
Inside the work
A decision takes shape.
Copcen is a made-up demonstration business. Its intelligence pack shows how a question becomes a diagnosis, modelled options and material an advisor can review and share.
Discover
Find what is really holding the business back.
Bring the financial picture together with people, operations and goals. The diagnosis names issues that a dashboard alone cannot settle.
Implement
Put the options under pressure.
Test scenarios, cash effects, risk and the pace the team can sustain. Turn the choice into a tailored, advisor-reviewed plan or presentation.
Monitor
Explore the intelligence examples
Keep the decision alive.
Connect meetings, commitments and live signals to the same intelligence so the next conversation starts with what changed.
Why The Analyst
When the client needs more,
your firm is ready.
Growth, acquisition, cash pressure and succession are the moments that send clients looking for help. If another firm brings clarity first, the relationship is at risk. See the change across your client book, lead the conversation and carry the work through.
The questionCurrent systemsThe Analyst
Where are we?Transactions, reports and notes in separate places.A connected picture of performance, people, goals and risks.
What could happen?A forecast or spreadsheet built for one view.Three-way forecasts, scenarios and valuation pathways to test.
What happens next?Recommendations often live in a document.Agreed actions, meeting intelligence and progress in the same client context.
How it works
Before, during and after the decision.
Strategy as a Service keeps your firm's judgement involved from the first signal through action and review.
Implement
Test scenarios, agree a workable pace and turn the decision into a reviewed plan, report or presentation people can use.
Monitor
Keep the intelligence current. Track commitments, meetings and changing signals so the next conversation starts sooner.
Ask The Analyst
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Ask it here.
Ask how the platform works, what an advisor receives or how Strategy as a Service fits your firm. This public conversation uses the same visual language as the advisor portal.
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Ask about the platform and how it works.
Ask me how The Analyst helps your firm see more, decide faster and keep the work moving.
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The shared foundation
Built on
Deep Intelligence.
Ask The Analyst Agent a question about a client. Explore the answer, the model and the scenarios behind it. The same understanding carries into forecasts, reports, actions and the next meeting.
Explore The Analyst AgentThe AnalystFull access to client, strategy, financials and signals
Advisor portal◌ Discussion◉ Listen
Hands-free Q&A with The Analyst.
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Illustrative portal view. Voice conversations take place after sign-in.
See the work
Intelligence you can put to work.
Intelligence is tailored to the business, its decision and its audience. Your firm reviews what goes out, shares the cleared version and keeps the conversation connected to what happens next.
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Capabilities
One understanding.
Many ways to act on it.
Every capability has its own page. All draw on the same client intelligence, with professional review before client-facing work is released.
Across the workflow
The Analyst Agent
Ask, model and explore deep scenarios.
Live connections
Bring changing business evidence into the work.
Discover
Diagnosis & forecasting
Find the real issue, quantify options and test risk.
Valuation, M&A & inventory
Support deals, value pathways and stock decisions.
Implement & Monitor
Reports & pitch decks
Create, clear, securely share and track.
Actions, meetings & signals
Follow execution against the strategy.
Valuation and Australia's CGT transition
Know the value.
Show the path to more.
From 1 July 2027, Australia's CGT rules change how later gains are treated. For relevant assets held across the transition, market value immediately before that date can matter. The value conversation starts now.
The Analyst turns connected financials, strategy, three-way forecasts and risk into data-based valuation analysis. Traceable methods and assumptions are built for scrutiny under IVS globally and APES 225 in Australia. Your valuer tests the evidence, controls the issued conclusion and shows what must happen to build value.
Explore valuation1 July 2027
Establish the evidence.
Bring source figures, adjustments and assumptions into one reviewable view.
Quantify the value roadmap.
Connect strategic choices to cash, risk and a data-based value range.
Keep professional judgement in control.
Your team chooses the method, tests the case and determines the work needed for its intended use.
Who it's for
Built for the people behind the decision.
Accounting firmsTurn deeper understanding into advisory work.Engage more often and build a service beyond compliance.↗Strategic advisorsBe the advisor clients call before they decide.Bring diagnosis, action and monitoring into one relationship.↗M&A advisorsKnow the target. Shape the deal.Test the thesis, terms, funding and path to integration.↗VC & fund managersExamine the company behind the investment case.Use company-level diligence and monitoring.↗ValuersGet more work done, sooner.Assemble evidence and test value assumptions with reviewable methods.↗Restructuring & liquidatorsSee the position. Test the options.Bring cash, operations and stakeholder decisions into focus.↗
Share this with a business owner Managed Advisory
Your firm, with a strategy team behind it.
The Analyst team can work directly with your client and alongside your people, under your brand. We carry the day-to-day analysis, coordination and follow-through while your firm stays at the centre of the relationship.
Explore Managed AdvisoryThe decisions it can support
See where the work leads.
Roadtested with real clients and real scenarios. Explore the anonymised decisions and see the work behind them.
Example 1 of 6
What is slowing growth when the team sees a different problem from the owner?
Bring perspectives together, identify the bottleneck and connect the response to a three-way forecast.
Should this business buy, and what shape should the deal take?
Test the target, model the terms and carry the decision into financing and integration.
How does a business under debt pressure choose its next move?
Examine the operation, forecast cash and prepare a clear strategic direction for stakeholders.
What value range could support a potential sale?
Assemble evidence, prepare valuation analysis and give owners a structured basis for discussion.
How do we make an investment case people can examine?
Turn the intelligence into a reviewed pitch deck and share it securely with permitted investors.
Are meetings and actions moving the strategy forward?
Review discussions against the plan, commitments and progress as the business changes.
For your network
Know another firm that should see this?
Introduce The Analyst to an advisory firm in your network. We will help them explore the fit and keep you informed about the introduction.
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