Free tools for founder-led financial services firms
5 pieces
Case study
Pivot Wealth grew from 9 to 50 people and 5x'd revenue with Very Lucky Ventures
Very Lucky Ventures rebuilt Pivot Wealth's operating model and tech, replacing eight tools with one system and scaling it 5x without losing advice quality.
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Calculator·Interactive
The Scaling Calculator
See what a financial services firm could be worth in five years. Adjust the snapshot, pull the five levers, watch the valuation compound.
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Ebook·PDF guide
The June 2026 AI Roadmap
For professional service businesses figuring out what to point AI at, and what to leave alone. Three don'ts, two case studies, a three-question filter.
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Ebook·PDF scorecard
The M.A.G.I.C. Team Scorecard
A 15 minute audit for $3M to $10M service businesses. The five behaviours I look for to tell A-players from passengers, scored out of 25.
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