Financial clarity that actually helps you decide Not just another report
We work with investors across Thailand who need straightforward financial analysis. No confusing jargon. No vague projections. Just clear breakdowns of what the numbers really mean for your portfolio.
What we actually care about
Three things that guide how we create reports and work with clients
Real numbers, real context
Anyone can pull data. We spend time understanding what those numbers mean for your specific situation. A 15% increase might be good for one investor but concerning for another — context matters more than formulas.
Honest about limitations
Financial reporting can't predict the future. What it can do is help you spot patterns, understand risks, and make choices with better information. We're upfront about what our analysis can and can't tell you.
Conversations, not presentations
Most clients have questions after seeing their reports. That's normal. We build time into every engagement for actual discussions — not just handing over a PDF and disappearing. Your questions improve our work.
Seven years of fixing unclear reports
We started in 2018 after seeing too many investors struggle with reports that looked professional but didn't actually answer their questions. Since then, we've worked with 140+ clients across Thailand — from individual investors managing small portfolios to family offices tracking multiple holdings.
What changed over those years? We learned that speed matters less than accuracy. That investors value honest assessments over optimistic projections. And that explaining our methodology upfront saves everyone time later.
How we structure the work
Different investors need different approaches. Here's how we typically organize engagements, though we adjust based on what you're actually trying to figure out.
Initial briefing call
30-45 minutes where you explain what decisions you're facing and what information would help. We ask questions about your current holdings, timeline, and what's kept you up at night lately. No charge for this — it helps us determine if we're a good fit.
Data gathering phase
You send us statements, documents, whatever you have. Doesn't need to be perfectly organized — we work with messy data all the time. We'll request specific items if needed. Usually takes 3-5 business days depending on complexity.
Analysis and drafting
We build your report, focusing on the questions from your briefing. This takes 7-10 days for standard projects. Rush options available if you're facing a deadline, though we're honest about what corners can and can't be cut.
Review meeting
We walk through the report together, usually 60-90 minutes. You'll spot things we missed or need clarification on sections. This isn't optional — it's where the real value happens. Most clients have 10-15 questions minimum.
Follow-up window
Questions come up after you've had time to digest the report. Every engagement includes 30 days of email follow-up at no extra charge. After that, we offer ongoing advisory relationships if it makes sense for your situation.
I'd been getting quarterly reports from my fund manager that looked impressive but never actually told me if I should be concerned. igniteknot's analysis pointed out three risks that weren't obvious in the standard reports. Worth every baht just for that clarity.
Next cohort starts September 2025
We're planning our autumn program for investors who want to better understand their financial reports. Eight weeks, small group format, focused on practical analysis skills. Early registration opens in May — spots typically fill within two weeks.