Advisor
Structures strategic choices, resource allocation, and governance decisions with evidence-based analysis.
Works with your named human leader. Prepares decision frameworks, evaluates options, and presents recommendations — final decisions remain with your team.
Choose this archetype when…
- — Your leadership team spends too much time assembling data and not enough time making decisions
- — Board packs, investor updates, and strategic reviews are assembled manually and inconsistently
- — You need a structured approach to resource allocation, prioritisation, or governance
- — Strategic analysis is done ad hoc because nobody owns it full-time
What it owns day-to-day
- — Prepares decision frameworks, options analyses, and recommendation papers
- — Assembles board packs, investor updates, and executive dashboards
- — Tracks OKRs, KPIs, and strategic initiative progress
- — Monitors market signals and competitive movements relevant to strategy
- — Produces governance documentation and compliance reporting
9 roles across 3 disciplines
Tell us which area you need covered. We configure and provision the right specialist for your workflow.
Strategy
Options analyses, strategic frameworks, and competitive positioning papers
Operational assessments, transformation plans, and efficiency recommendations
M&A evaluation, partnership analysis, and growth opportunity assessments
Allocation
Investment analysis, portfolio tracking, and asset allocation recommendations
Roadmap management, feature prioritisation, and stakeholder alignment
Operational KPI tracking, process improvement, and resource utilisation analysis
Governance
Board packs, investor updates, and executive dashboards
Policy drafting, regulatory impact analysis, and governance documentation
Compliance monitoring, regulatory reporting, and control assessments
Typical work this role can deliver
Concrete examples of work product from this archetype.
Three-option analysis with scoring across impact, feasibility, cost, and risk — with a recommended path.
Slide-ready pack with KPI dashboard, strategic initiative updates, risk register, and financial summary.
Quarterly OKR scorecard with confidence ratings, blockers, and recommended priority adjustments.
What it needs from you
- — Access to financial data, KPI dashboards, and reporting systems
- — Named human decision-maker who reviews and acts on recommendations
- — Strategic context — company goals, constraints, and priorities
- — Calendar access for scheduling around board and leadership meetings
What stays human
- + All final decisions — this archetype recommends, humans decide
- + External communication of strategic decisions
- + Stakeholder relationship management
- + Ethical and political judgement calls
How you measure success
- — Decision cycle time — how fast can leadership move from question to decision?
- — Preparation quality — are board packs and reports complete and on time?
- — Coverage — are all key metrics tracked and reported consistently?
- — Leadership time saved on data assembly and formatting
Not designed for
- × Making decisions autonomously — this archetype prepares, humans decide
- × External negotiation or stakeholder management
- × Situations requiring real-time judgement under pressure
Need this function covered?
Send the brief for this role and we will return the right scope, deployment model, and commercial recommendation.
8–15 analytical deliverables per month at standard tier
First response within 4 business hours. Decision packs delivered within 2–5 business days.
Backed by our performance guarantee — we fix it or refund you.