Case study
From £10m to £250m AUM in financial services.
How a structured commercial framework and capital-raising strategy took a strong-performing financial services firm through a 25x revenue increase.
The challenge
Strong performance, but growth had stalled.
A financial services firm had built a strong track record, but AUM growth had plateaued at around £10m. Performance was there — the missing piece was a structured commercial strategy and a repeatable capital-raising framework capable of attracting institutional capital.
The approach
Commercial structure, applied end-to-end.
Blue Fox Advisory partnered directly with the leadership team to implement a structured capital-raising strategy targeting institutional investors and family offices — supported by a clear commercial framework and a repeatable fundraising process.
The work
Four pillars of commercial change.
Structured capital-raising strategy
Defined a clear commercial framework targeting institutional investors and family offices, replacing ad-hoc outreach with a repeatable process.
Institutional investor base
Built and expanded relationships with the calibre of investors required to move the business beyond its early growth ceiling.
Repeatable fundraising framework
Designed the systems, messaging and pipeline discipline needed to raise capital consistently — not just opportunistically.
Commercial leadership alongside the founder
Worked directly with the CEO to provide the senior commercial structure that turned strong performance into scalable growth.
The results
A 25x revenue increase and a business built to scale.
£10m → £250m
AUM Growth
25x
Revenue Increase
Expanded
Institutional Investor Base
Built
Scalable Fundraising Framework
Ready to build a business that scales?
If you're a founder or CEO ready for senior commercial leadership without the full-time hire, let's talk.