Understanding your value: how to advise start-ups and secure top talent without breaking the bank

The Scaling Paradox: Fair Equity, Fractional CXOs, and Financial Resilience

Practical guidance for scaling start-up founders, CXO advisers and Emerging Fund Managers on effectively managing personal finances in harmony with scaling a business and building a portfolio

Are you:

• A senior professional wondering how to ride the 'fractional' wave?
• An experienced CXO wanting to become more tax efficient or scale your portfolio?
• A start-up looking to secure top executive talent without burning your runway?
• A fund manager or investor interested in combining talent and capital in innovative ways?

Join Tom Francis (Head of Personal Finance at Octopus Money) and Kevin Monserrat (Founder of Execution Capital) in conversation about how to navigate the challenges of financing a scaling business without risking your personal financial security.

• 📅 Date: Thursday 26 March | 14.00
• 🗣️ Hosts:
• Tom Francis, Octopus Money (Host)
• Kevin Monserrat, Execution Capital (Guest Expert: Founder, Adviser, Investor)
• ⌛ Duration: 45-60 Minutes

We will cover:

• The Scaling Paradox: the ‘Fast-Cheap-Good’ trap for startups
• The Solution: 'Grow-Now-Pay-Later'
• The Fractional’s Dilemma: trading security for portfolio upside
• The Fundamentals for Founders and CXO Advisers: building personal financial resilience
• Q&A and Practical Takeaways

This event is hosted by Octopus Money in partnership with Execution Capital:

Octopus Money is part of the Octopus Group, known for customer-first businesses in energy, investing and healthcare. As a certified B Corp they meet high standards of social and environmental impact and were awarded Money Marketing's Advice Firm of the Year 2025.

Execution Capital backs vetted startups, matches them with aligned experts who earn ownership + cash, and gives investors access to an execution-led portfolio.

Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: ​33 Holborn, ​London ​EC1N ​2HT. Registered in England & Wales under No. ​14069098.