Perspectives
Thinking on capital, positioning and growth, informed by the decisions companies face.
Articles
December 2025The Capital–Positioning Flywheel
At the heart of value creation is a flywheel powered by two forces: positioning and capital. Together, they compound into enterprise value.
December 2025The Overlooked Link - Positioning & People
Positioning doesn't just attract capital – it attracts talent. The best people want to be part of a story that matters.
November 2025The Investor Lens: Why Story Shapes Terms
Capital isn't allocated rationally. It's allocated emotionally, through belief. Better belief means better value.
November 2025Positioning as a Growth Insurance Policy
Markets change. Competitors flood in. Companies with strong positioning weather storms differently – they're understood, trusted, and believed in.
October 2025Liquidity Optionality as a Strategic Asset
The strongest companies build optionality – knowing what levers they could pull tomorrow and keeping those doors open.
October 2025Numbers Don't Sell Themselves
Impressive metrics still fall flat without narrative. Data points don't build belief. Stories do.
September 2025The Cost of Capital: More Than a Number
The real question is not 'how much can we raise?' but 'what does this raise cost us in enterprise value?'
September 2025From New Vendor to Safe Choice
Enterprise buyers want innovation but crave safety. Positioning shifts you from 'the new player' to 'the obvious partner.'
August 2025Export Credit & Global Growth
Export credit facilities and letters of credit de-risk international expansion for businesses looking beyond domestic markets.
August 2025Positioning as the Easiest Way to Lower CAC
The simplest lever to lower Customer Acquisition Cost is often overlooked: sharp positioning that makes every pound spent on growth work harder.
December 2025The Role of Trade Credit in Scaling B2B Companies
Longer payment windows with suppliers effectively act as an interest-free loan. Your narrative matters to every partner in your ecosystem.
December 2025Competing for Attention in the Investor Funnel
A VC might see 1,500 decks in a year. The companies that win funding tell the most inevitable story.
November 2025Unitranche Debt: Simplicity at Scale
Unitranche blends senior and subordinated debt into one instrument – sometimes simplicity is worth the premium.
November 2025Positioning Traps That Quietly Kill Value
Some of the strongest companies struggle not because of their product, but because of how they are positioned.
October 2025The Strategic Use of Syndicated & Club Deals
For later-stage businesses, spreading exposure across a syndicate can unlock bigger cheques while diversifying relationships.
October 2025From Science Project to Category Leader
Brilliant innovations in climate, health, and deep tech are often dismissed as 'too early.' The problem isn't the science – it's the story.
September 2025Convertibles & Mezzanine Debt: Buying Time, Preserving Flexibility
When valuation timing or market conditions aren't right, convertibles and mezzanine debt act as powerful bridges.
September 2025Why Trust is the Real Moat
In B2B, the single biggest hurdle for a scaling company is not product or price. It's trust.
August 2025Trade Finance: The Overlooked Growth Lever
For product businesses, trade finance tools release working capital stuck in stock, invoices, and long payment cycles.
August 2025The 95–5 Rule and the Power of Memory
95% of your potential buyers aren't in-market today. The real competition isn't for today's sale – it's for tomorrow's memory.
July 2025The Quiet Power of Debt
Equity dominates the headlines, but debt is one of the most underused levers of value creation for companies post-Series B.
July 2025Why Category of One Matters
The most valuable companies aren't seen as 'one of many.' They create their category and stop being compared or discounted.
June 2025Venture Capital Isn't the Only Growth Story
VC isn't the right fit for every business. The question shouldn't be 'Can we raise VC?' but 'Is VC the right fuel for our stage?'
June 2025The Risk of Blending In
Blending in feels safe, but it's the riskiest position of all. When buyers can't distinguish you, they default to price.
May 2025Why Relationships Matter More Than Rates
The partner behind the capital is often more important than the price. Capital is not a commodity – it's a relationship.
May 2025The Link Between Positioning and Valuation
Positioning is the hidden driver behind the financials – the difference between a company valued at 6x revenue and one at 10x.
April 2025The Silent Risk: Misaligned Capital
Not all money is good money. The wrong type of capital can erode control, slow agility, or cap enterprise value.
April 2025Positioning as an Operating System
Great positioning isn't a statement in a deck. It's an operating system that runs through every facet of the business.
March 2025Capital Across the Growth Journey
Capital needs evolve as companies mature. From seed survival to pre-exit optimisation, each stage brings different priorities.
March 2025Stand Out or Be Overlooked
Most companies don't fail because their product isn't good enough. They fail because they never stood out in crowded markets.
February 2025The Questions That Define the Right Capital Path
Too many founders start with 'How much can I raise?' when the real question should be 'What am I raising for – and what does it cost me?'
February 2025The Ultimate Driver - Value Creation
Growth without value is just busywork. The real game is value creation through clarity, narrative, and the right capital at the right time.
Whitepapers
February 2026 · Jason McNameeBrand, Belief & Value: A Financial Services Perspective
How financial services firms can harness brand as a strategic lever to build trust, command premiums, and unlock lasting enterprise value.
February 2026 · Clive LennoxSmarter Capital in Financial Services: A Strategic Framework
A practical guide for financial services leaders on structuring capital to accelerate growth, preserve optionality, and multiply enterprise value.
December 2025 · Jason McNameeMarket Positioning as a Driver of Value Creation
A strategic guide for founders and CEOs on how market positioning builds belief, accelerates growth, and creates lasting enterprise value.
December 2025 · Clive LennoxCapital as a Catalyst for Value Creation
Six principles for raising smarter, preserving flexibility, and using capital as a true multiplier of enterprise value.