Get your business ready to operate.

There’s more to setup than forming a company.

You also need to onboard customers, accept and move payments through suitable providers, manage relationships and track the work.

We connect these needs early, so each setup decision supports the business you’re building.

What we help put in place

• A plan for legal, licensing and compliance work with specialist advisers.
• Banking and payment requirements, provider selection and onboarding.
• Clear records of how funds move and who’s responsible.
• Customer, partner and provider onboarding.
• CRM, sales pipelines, workflows and integrations.
• Reporting, documentation, ownership and handover.

One plan. Clear responsibilities.

We coordinate the people and tasks, track dependencies and make clear what’s ready, what’s waiting and what needs a decision.

Depending on the scope, you get a setup roadmap, provider assessments, process maps, system requirements, working processes and a handover.

Who handles what

We prepare and manage the setup. Specialist advisers handle legal advice and compliance work. Banks and payment providers supply their services and make their own approval decisions.

Related services

Bring your setup into one plan.

Tell us what’s in place and where you’re getting stuck.