For advisers · Early access

Walk in alreadyknowing how themonth went.

An hour a month tells you what someone chooses to tell you. Foundium shows advisers the momentum, the stage and the risk flags behind it, at the level each member has agreed to share.

AccessGranted by the member, per relationship, revocable
CostFree for advisers. You are not the paying side
OnboardingIn cohorts, not on sign-up
RatesYours. Set your own and keep them
Never visibleWellbeing without opt-in, and client financials at all

What the platformgives you.

Six things, all of them derived from what the member is already doing rather than from a form they fill in for you.

01

The read before the room

Momentum, stage and an eight-week history, so the first ten minutes of a session are not spent reconstructing the month.

Shared by default

02

Risk flags as they appear

Stalled progress, a contract clause worth challenging, or a run of deferred milestones. You are told when it happens, not at the next scheduled call.

Pushed on detection

03

More than one member at once

A single view across everyone you advise, with momentum, stage and open flags side by side rather than in separate inboxes.

Up to ten, or unlimited

04

Patterns, not anecdotes

What someone keeps deferring is usually the thing worth discussing. The pattern is visible before they raise it, if they raise it at all.

Behavioural, not self-reported

05

Notes that persist

Structured session notes tied to the signals they relate to, so continuity across a year of sessions does not depend on memory.

Member controls visibility

06

A verified record

Your involvement appears on the member portfolio as confirmed engagement, which carries weight with the institutions and investors reading it.

Attributed and dated

What you see.What you do not.

Access is granted by the member, in their own settings, per relationship. There is no adviser setting anywhere that can widen it.

Momentum and the eight-week historyOn by default
Stage read and progression signalsOn by default
Risk flags raised by the engineOn by default
Venture or practice dataOpt in
Wellbeing signalsOpt in
Check-in text, in their own wordsNever
Revenue, invoices and client financialsNever
Their clients' dataNever

Wellbeing is special category data under Article 9. It needs explicit consent from the member for your specific relationship, and they can withdraw it at any time without telling you.

A member viewExample
Momentum67, up 12 over eight weeks
StageEarly revenue, confirmed
Check-in streak8 weeks unbroken
Peak working windowTuesday mornings, 6 of 8 weeks
Deferred repeatedlyFinancial planning, five times
Open risk flagRunway, six months
Revenue detailNot shared
Wellbeing signalsNot shared, opt-in off

How access works.

The adviser network is gated. Advisers are onboarded in cohorts rather than on sign-up, and a member still has to connect you.

01

Register

Your background, the domains you would take a question on, your sectors and the rate you work at. Five minutes, and it registers interest rather than opening an account.

No account created yet
02

Review

We onboard advisers in cohorts, prioritising domains where members are actively asking questions we cannot answer well.

Cohort based
03

Connect

Once you are in, you share an adviser link. The member connects it and chooses what you can see, at that moment and afterwards.

Member controls the settings
04

Advise

Your dashboard populates with what they have shared. Every view is logged, and they can see what you have looked at.

Logged and visible to them

Register for thenext cohort.

Tell us what you advise on and the domains you would take a question on. We come back when a cohort opens.

Adviser access is free. You set your own rates and keep them.