Horizon Shift — Prospectus & Service Menu v2

Prospectus & Service Menu

Version 2 · Strategic & Tactical Framework · Confidential

What Is Horizon Shift?

A different kind of growth partner

Horizon Shift is a PE-style advisory and investment firm. We partner directly with business owners and leadership teams — not as consultants who hand you a report, but as hands-on execution partners who sit alongside you to make change happen. Two entry points. Two business units. One destination.

Two Business Units

HS ADVISORY

Strategic partnerships and tactical sprints. Fixed-price entry, hands-on execution across the 5 pillars.

HS CAPITAL

Capital plus capability. We invest in growth-stage SMEs and execute the growth roadmap alongside management.

Sister company to Data Interactive (datainteractive.com.au) — technology, automation & AI capability integrated into the HS Technology pillar.

Two Entry Points — Choose Your Lens

Partner Lens

Strategic Entry

Comprehensive growth & scale partnership across all five pillars

Align Direction

North Star, investment thesis, Value Creation Plan, 90-day plan, 12–24 month roadmap

Strengthen the Engine

Roles, accountability, decision rights, board-style operating cadence, KPI system

Optimise Performance

Growth levers, efficiency, delivery, sales, customer, finance — quantified ROI

Enable Transformation

Force multipliers, automation roadmap, practical AI strategy, adoption governance

Strategic Outcomes

Independent Partner Assessment & Recommendation Pack
Value Creation Plan with prioritised initiatives & ROI metrics
12-month Roadmap + 90-day Execution Plan with owners
Operating Rhythm: exec cadence, KPI dashboard, governance
Clear engagement pathway recommendation

Momentum Lens

Tactical Entry

Proof-of-value sprints — fast wins, real momentum, clear next steps

Bottleneck Solutions

Identify and remove the single biggest constraint holding back performance or growth right now. Fast diagnosis, targeted execution — visible results within weeks.

Growth Experiments

Structured sprints to test, validate, and scale targeted growth moves — new offers, channels, pricing, automation pilots with binary scale/pivot decision criteria.

Tactical Outcomes

Bottleneck Map: top 3 constraints identified & prioritised
Sprint Playbook: 90-day execution plan with owner & deadline
Quick Win Report: documented gains, ROI quantified
Growth Experiment results + scale/pivot recommendation
Strategic roadmap input & upgrade pathway

The HS 5 Pillars — Applicable Across Both Entry Lenses

Strategy

North Star, VCP, 90-day plan, 12-month roadmap

Leadership

Accountability, cadence, org design, decision rights

Operations

Full value chain, delivery, sales, customer, finance

Technology & AI

Automation roadmap, AI strategy, force multipliers

Growth

Revenue engine, market expansion, retention, upsell

HORIZON SHIFT

Advisory Packages, Capital Pathways & Client Routing Guide

HS Advisory — Fixed-Price Entry Packages

Tactical Start

Essentials Sprint

Enquire for pricing

1 workshop + follow-up · Both lenses

Rapid bottleneck diagnostic session
Identify 1–3 highest-impact constraints
90-day action plan with owner assigned
KPI shortlist & priority matrix
Follow-up accountability session

★ Most Popular

Advanced Partnership

Enquire for pricing

Workshop + 3 months · Strategic or Tactical

Full entry workshop (Strategic or Tactical)
Value Creation Plan & roadmap
90-day execution plan with milestones
Monthly advisory cadence (3 sessions)
KPI dashboard + operating rhythm setup
Async support between sessions

Strategic Deep Dive

Partner Assessment

Enquire for pricing

Full 5-pillar assessment

Full 5-pillar diagnostic
Independent Assessment & Recommendation Pack
Value Creation Plan with ROI metrics
12-month roadmap + 90-day execution plan
Engagement pathway recommendation
HS Capital suitability assessment

Ongoing Advisory Programs

Momentum Program

Enquire for pricing

2× monthly sessions, KPI review, async support, quarterly roadmap review. Rolling monthly.

Accelerator Program

Enquire for pricing

4× sessions + weekly check-in, direct execution support, priority HS access. 6-month engagement.

Transformation Partner

Custom

Weekly exec advisory, board role, full capability integration. 12+ month partnership.

HS Capital — Investment Pathways (Capital Plus Capability)

Growth Capital

Pathway A — Minority Growth Equity

Revenue-generating SMEs seeking accelerated growth

Minority equity (typically 15–30%)
Active advisory and execution role
Value creation plan agreed upfront
Full HS 5-pillar methodology included

Earn-In

Pathway B — Earn-In Partnership

Businesses wanting sweat equity + performance alignment

Equity earned against agreed milestones
Low-risk entry for existing owners
HS executes across agreed pillars
Clear vesting schedule and KPIs

Revenue Share

Pathway C — Revenue-Share Funding

Growing businesses wanting non-dilutive, flexible funding

Non-dilutive capital structure
Revenue-share repayment (% of monthly)
Fixed multiple cap on return
HS Advisory engagement included

Strategic Buyout

Pathway D — Strategic Acquisition

Owner exits, succession, or bolt-on acquisitions

Majority or controlling equity
Management retention & incentive structure
Post-acquisition 100-day plan
Full HS operational ownership

Client Routing Guide — Which Entry Point Is Right For You?

Situation

Hit a growth ceiling, not sure what to fix

→ Advanced Partnership — Tactical or Strategic lens

Situation

Want fast wins, limited time or budget

→ Essentials Sprint — Tactical Momentum Lens

Situation

Ready for full transformation

→ Partner Assessment — Strategic Partner Lens

Situation

Approaching exit or capital raise

→ Partner Assessment → HS Capital pathway

Situation

Want investment + execution support

→ HS Capital — choose investment pathway A–D

Situation

NFP or social enterprise

→ NFP Essentials — concession rate, same quality

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Sister Company: Data Interactive — Technology & AI Capability

Horizon Shift's Technology & AI pillar is powered by our sister company, Data Interactive. DI specialises in digitising, systemising, and automating business operations — workflow automation, AI tools, process mapping, and digital solutions. HS clients get access to the full DI capability stack.

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Fee-for-Service

Fixed-price packages and retainers. Clear deliverables, no surprises.

🎯

Performance-Based

Incentive-aligned — we earn more when you grow more.

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Asset-First (Capital)

HS Capital invests — capital plus sweat equity, fully aligned.