We're raising or refinancing
Model, valuation, investor materials and data room, built from one set of numbers.
Project · 30 days · Fee quoted on the call
Finance & transaction advisory
Senior finance leadership for founders raising, refinancing and growing.
Compass & Ledger is led by Tom McCollum, ACA, with a team of six across the US, UK, Europe and Asia. We build the model, the valuation and the finance function founders rely on when the stakes are high.
ACA · Ex-KPMG Corporate Finance · Buy-side investor · 14 years in finance
Selected clients
ChicP
Padel4All
Fab-AI
Circulus Works
Criou Earth
One2B
Vento Insurance
Sphere
Parnexus
YMU
Where is the business right now?
We need a finance department, led by a CFO
A CFO-led finance department: bookkeeping, close, reporting and cash forecasting, with a team that owns the numbers.
Ongoing · From $5,000/mo
We want non-dilutive funding
Grant research, writing and submission for US, UK and EU programmes. Flat fees, no success fees.
From $2,500
We need to fix or build the numbers
Rebuild the books and reporting, or build a model you can run yourself.
Not sure which one? Compare all four
UK and European clients are invoiced in GBP or EUR.
ACA · KPMG Corporate Finance · Buy-side investment · 14 years in finance
LinkedIn“I know what an investment committee does with a model at nine in the evening before a decision, and which five things they check first.”
Fixed fees, not hours
Hourly billing makes you ration the thing you most need, which is access. One number, agreed before we start.
We will tell you when it is a no
If your records will not support what you are asking for, or another firm fits better, you will hear it on the first call.
Built for handover
Every model, forecast and process is documented and trained out. A tool only we can run is a dependency, not an asset.
Three mandates. One set of numbers each.
Healthcare · United Kingdom
The group finally spoke with one set of numbers.
A multi-entity healthcare business preparing to refinance after a period of operational change, with reporting that did not yet reconcile across the entities.
Refinancing readiness
£8m refinancing closed in five months, with banks and credit lenders.
Industrials · Project finance
Five sites, one funding requirement.
An owner-operated industrial platform raising capital across five sites, each at a different stage of build.
Project finance raise
$20m raised across multiple investors, closed in over six months.
Consumer · Venture-backed
Three versions of gross margin, reconciled to one.
A growing consumer brand going out for a priced equity round, with a model, a deck and historic accounts that each told a different story about margin.
Priced equity round
£5m raised. In front of investors within 30 days, with introductions to 10.
“He brings genuine CFO-level judgement. The models are robust, the investor materials are sharp, and he's quick to get under the skin of a new opportunity and tell us honestly whether it stacks up.”
Next step
Twenty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.