Decision-grade strategy days for GPs, LPs, and specialised family offices — when alignment matters more than updates.
A closed-session designed to surface the real trade-offs, test assumptions, and produce choices that stick.
Strategy day checklist
If more than three of the statements below are true, the board is carrying avoidable drift.
| 1. | The “strategy” conversation keeps reverting to updates and status reporting. | |
| 2. | Partners agree in principle, but priorities shift week to week. | |
| 3. | Reinvestment decisions are governed by assumption, not agreement (reserves, concentration, pacing). | |
| 4. | Portfolio construction assumptions are implicit rather than agreed. | |
| 5. | Governance topics get deferred because the room is time-compressed. | |
| 6. | Technical or AI exposure is rising, but scrutiny is uneven. | |
| 7. | Tensions exist, but there is no safe structure for dissent. | |
| 8. | Decisions are made, but ownership and follow-through are unclear. |
What the strategy day delivers
- Decision frame — the few choices that will shape the next 12–24 months.
- Trade-off clarity — what is prioritised, what is deprioritised, and why.
- Assumption stress-test — what must be true for the strategy to hold, including technical or AI claims where relevant.
- Alignment map — decisions, owners, and timelines that make inaction visible.
- Next moves — the smallest set of actions that change outcomes.
Not a retreat. A clean set of choices and a credible path to execution.
Distinct from Investor Day / AGM
Investor Days and AGMs are outward-facing. They strengthen credibility and stakeholder alignment.
Board Strategy Strategy Days are inward-facing. They strengthen internal judgement.
One communicates conviction. The other examines it.
How it runs
- Rapid intake — board materials, portfolio context, and current tensions reviewed.
- Targeted partner interviews — to surface real decision points and misalignment.
- Agenda design — structured around decisions, not presentations.
- Strategy day facilitation — disciplined debate, pace maintained.
- Alignment map — clear output suitable for board follow-through.
Practicalities
- Format: Preparation + full-day off-site + written decision note.
- Typical duration: 2–3 weeks end-to-end.
- Commercial model: Fixed fee agreed in advance.
Benchmark Pricing
€6,000 – €15,000 (fixed fee)
Benchmarked to preparation depth, interview scope, technical complexity, and time compression.
This work assumes a baseline of functional board dynamics. Where conflict dominates or relationships have broken down, other approaches are more appropriate.