For Advisors, Accountants, M&A Specialists, PE & Fund Managers

Turn your practice into a full strategy team, for every client on your book.

Deliver institutional-grade reports, three-way forecasts and valuations in hours, not months, under your brand, watched continuously across your whole book. White-label capability coming Q4 2026.

You handle the relationship. The platform handles the intelligence.

Partner With Us Get Two Free Reports

The Advice Gap

Your clients need more than compliance.

Building proprietary strategy methodologies takes years. Hiring strategy consultants is expensive. Generic AI tools don't have the depth or structure your clients deserve. The gap between compliance work and strategic advisory is exactly where your next revenue layer sits.

15%
Only 15% of business owners see their advisor as strategic. The rest see a compliance provider, a gap in your offering, and a gap in your revenue. The Analyst puts you on the strategic side of it.

The Solution

A strategic engine that runs under your brand.

The Analyst deploys specialised engines and agents to interview stakeholders, analyse financials, model forecasts, value the business and build actionable roadmaps, all from a single engagement.

  • Run structured strategic assessments for any client, in any industry
  • Deliver comprehensive reports under your own brand (coming Q4 2026)
  • Use AI-guided voice interviews to capture stakeholder perspectives
  • Get meeting notes, minutes and board reporting prepared for you, aligned to the strategy
  • Expand your advisory offering without expanding your team
  • You handle the client relationship, the platform handles the intelligence
The Analyst advisor portal

Your Whole Book, Watched Continuously

Stop reviewing clients one at a time.

The Analyst keeps a live operating picture of every client. The moment something material changes, you get a prioritised alert, turning a periodic, reactive relationship into a continuous, proactive one. That's the engagement and retention your firm runs on.

Acme Co forecast slipped, FY26 cash
New risk emerged, key-person concentration
Acme Co hit its growth milestone
Plan falling behind, three actions overdue
The Analyst advisor revenue dashboard

A New Revenue Stream

Repeatable. Scalable. High-Margin.

Every Analyst engagement generates a new, high-value revenue stream for your practice, significant margin on every report, without adding staff or overhead. Keep clients engaged with ongoing strategic intelligence, and stop losing engagements to top-tier consulting firms.

Built to Be Defensible

Not a chatbot. An analytical system you can stake your name on.

Every number is provenance-tracked and every output adversarially QA'd before it reaches your client.

Hundreds
of specialised analytical engines & agents
Multi-step
Strategy Report pipeline
Simulation-based
probabilistic valuations, a range, not a false single number
Three-way
multi-year financial forecasts
Fully traced
every number provenance-tracked & adversarially QA'd

Defensible enough to back the client who runs their business on it, and you, who stakes a recommendation on it.

Benefits to You and Your Firm

Why advisory partners choose The Analyst

Rapid Delivery

Provide strategic business intelligence in days, not months.

Best in Class Quality

Deliver boardroom-level depth and rigour on every engagement.

Stronger Client Partnerships

Position yourself as the indispensable growth partner, not just a compliance provider.

Differentiation

Few advisors offer true strategy. This makes you stand out instantly.

Stickier Clients

Embed yourself deeper into your clients' businesses with ongoing strategic value.

Growth for Your Firm

Expand service lines, increase revenue per client, and open doors to higher-value engagements.

How to Get Started

Four steps to strategic advisory

01

Onboarding Call

A 30-minute virtual call to walk you through the platform and set you up with your logins.

02

Load Your First Client

Set up your first client and allocate questionnaires to the individuals best suited to answer them.

03

Questionnaires Complete

Your client works through the structured questionnaires at their own pace. On-call support is available throughout.

04

Report Delivery

The Analyst generates the reports. Refine the presentation and final deliverables with us before you present them to your client.

The Analyst strategic report page example

Two Free Reports · No Cost · No Commitment

We don't just support advisory practices. We transform how they deliver value.

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