Cambridge-based startup Adviisa has raised £425,000 in equity funding from UK angel investors and appointed Russell Gould as its founding chief executive, as the company moves to develop a platform designed to preserve businesses’ documents, decisions and professional advice in a reusable digital record.
The funding is expected to support further product development, recruitment and the onboarding of additional adviser partners and customers. Adviisa has not disclosed the identities of the participating investors or individual investment amounts.
The company was founded by Dominic Anthony and Robert Levett. Gould joins the founders to lead the business as it seeks to turn what it describes as a “trusted business memory” into a platform for companies and their professional advisers.
Adviisa’s proposition centres on bringing together documents, advice, decisions and supporting evidence that can otherwise become fragmented across inboxes, software systems, professional firms and individual employees. The company says its platform is intended to identify gaps in that information and retain confirmed material under the business’s control.
That approach is being applied to a planned range of products covering specific corporate events and processes. Adviisa is developing applications called Exit Ready, Funding Ready, Compliance Ready, Onboarding Ready and Succession Ready, which are intended to help businesses and advisers assess existing information and address missing documentation before it becomes time-critical.
The startup says it is already working with adviser firms and their clients to test and shape the platform, with its initial customer activity focused on preparing companies for exits. Information established through that work is designed to remain accessible to authorised company leaders, advisers and AI systems, subject to permissions controlled by the business.
The focus on continuity addresses a practical problem that can become particularly visible during fundraising, acquisitions, succession planning or the appointment of new advisers. Historical decisions may be well understood when they are made, but the reasoning and evidence behind them can become difficult to reconstruct as personnel and advisers change.
Gould said businesses often spend heavily on professional advice but later struggle to locate the reasoning behind important decisions when buyers, lenders or investors request it.
“We want that work to leave the company stronger,” he said. “Owners and advisers should be able to build a trusted record together, address gaps early and carry that understanding forward.”
He added that Adviisa’s early customers are helping the business concentrate initially on exit preparation, while the underlying record is intended to remain useful after a transaction has concluded.
Gould brings experience in building and growing digital businesses across financial services, travel and property, as well as advisory work with established companies and early-stage ventures. He also mentors entrepreneurs on the MSt in Entrepreneurship programme at Cambridge Judge Business School, University of Cambridge.
Founder Dominic Anthony said the company’s aim is to ensure that knowledge developed through relationships with professional advisers remains with the client business even when people or circumstances change.
“The idea behind Adviisa was to give advisers a better starting point for their work and clients a lasting record of what has been established,” Anthony said. “That means less time chasing information and more time applying their expertise.”
For Adviisa, the £425,000 round provides early-stage capital to move from product development and testing towards broader adoption. How quickly the platform gains traction will depend on its ability to demonstrate that companies and advisers can maintain useful, permission-controlled records without adding another layer of administrative work to existing processes.
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