Lotegen Advisory

Capabilities

Strategic commercial and risk advisory for technology-driven companies.

A boutique advisory practice working across strategy, contracts, product, data and growth. We work with founders and leadership teams as a commercially integrated external partner — not a traditional law firm.

Five capability areas, delivered as one integrated practice — and structured to function as long-term external counsel.

I

Strategic Advisory

II

Commercial Contracts

III

Risk & Scalability

IV

Growth & Ownership

V

Ongoing Counsel

What sets the practice apart

Commercially integrated strategic advisory.

Most external input arrives late — after a product is built, a deal is structured or a market is entered. We work earlier, alongside founders and operating teams, where commercial, operational, product and governance decisions actually come together.

The objective is not contract review. It is identifying friction, exposure, contractual weakness and scalability constraints before they become business problems — and translating that into practical commercial decisions.

Where this advisory sits

  • Product development

    Risk and commercial structure embedded into how products are designed and shipped.

  • New feature launches

    Early read on contractual, privacy and operational implications before release.

  • AI & data initiatives

    Structuring AI, ML and data products with risk and scalability in view from day one.

  • SaaS & platform scaling

    Commercial architecture that holds as customer base, geographies and complexity grow.

  • International expansion

    Cross-border commercial, contractual and operational structuring for new markets.

  • Commercial growth

    Pricing, packaging and partnership decisions stress-tested for downstream impact.

Translating complexity into practical business decisions.

I

Strategic Advisory

Trusted external advisor to founders, management teams and growth-stage businesses — across the decisions that shape how a company scales.

What this involves

  • Executive and leadership advisory
  • Commercial and operational decision support
  • Governance and strategic guidance
  • Cross-functional advisory across commercial, operational, product and governance
  • Fractional external counsel support
  • Risk and scalability advisory
  • Business infrastructure and operational structuring

Outcomes

  • Senior capacity without a permanent hire
  • Clearer leadership alignment
  • Decisions that hold over time
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II

Commercial Contracts & Negotiation

The contractual architecture a scaling technology business runs on — drafted, negotiated and structured for faster sales cycles, lower friction and long-term resilience.

What this involves

  • Commercial contract drafting, review and negotiation
  • SaaS agreements, MSAs and order forms
  • Data Processing Agreements (DPAs) and sub-processor structures
  • Licensing and technology agreements
  • Enterprise customer agreements
  • Supplier, vendor and procurement contracts
  • Strategic partnership and channel agreements
  • Customer-facing contract architecture
  • Negotiation conducted directly on behalf of clients
  • Contract framework optimisation for scalable growth
  • Simplification of commercial infrastructure to reduce sales friction

Outcomes

  • Faster, cleaner enterprise deal cycles
  • Stronger negotiation posture at the table
  • Commercial terms built to scale internationally
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III

Risk & Scalability Advisory

Strategic risk architecture and growth infrastructure — identifying structural, operational, contractual and data-related friction before it blocks scaling, enterprise sales or investment.

What this involves

  • Operational & business model risk
  • Commercial & contractual risk
  • Privacy, AI & data governance risk
  • Product & technology risk
  • Go-to-market & enterprise readiness
  • Risk & Scalability Assessment (2–4 weeks)
  • Growth Infrastructure Advisory (retainer)
  • Enterprise Readiness programme

Outcomes

  • Faster enterprise sales cycles
  • Investment-ready commercial estate
  • Operational resilience built to scale
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IV

Growth, Investment & Ownership Support

Executive-level support through scaling, investment and ownership-defining moments — structuring relationships, agreements and frameworks for the long term.

What this involves

  • Shareholders' agreements
  • Ownership structuring
  • Founder and investor alignment matters
  • Partnership and collaboration agreements
  • Strategic commercial alliances
  • Investment and private equity related support
  • Governance and expansion advisory
  • Commercial structuring during growth and scaling phases

Outcomes

  • Aligned founder, management and investor positions
  • Ownership frameworks built for the long term
  • Investor- and partner-ready posture
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V

Ongoing External Counsel

Long-term advisory relationships — embedded strategic, commercial and operational support for scaling companies without a permanent in-house function.

What this involves

  • Ongoing commercial advisory
  • Product and operational advisory
  • Commercial negotiation support
  • Data and risk guidance
  • Executive-level strategic support
  • Continuous contract and governance support
  • Cross-functional decision support

Outcomes

  • Senior input available continuously
  • Coherent positions across the business
  • A long-term partner, not an external vendor
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Packaged advisory

Executive-level engagements, commercially actionable.

Three structured formats — diagnostic, continuous, and enterprise-ready — designed for specific moments in the trajectory of a scaling business.

Diagnostic

2–4 weeks

Risk & Scalability Assessment

A focused strategic review of structural, operational, contractual and data-related scaling risks across the business.

Includes

  • Executive risk memo
  • Prioritised risk matrix
  • Commercial & operational gap analysis
  • Top scaling risks identified
  • Immediate vs long-term recommendations
  • Strategic remediation roadmap

Continuous

Ongoing retainer

Growth Infrastructure Advisory

An embedded advisory relationship maintaining the commercial and operational backbone as the business scales.

Includes

  • Contract support
  • Product & operational advisory
  • Data & governance guidance
  • Commercial negotiation support
  • Launch & risk reviews
  • Governance & scaling support

Enterprise

Programme

Enterprise Readiness Advisory

Structured preparation for SaaS and technology companies entering larger enterprise procurement environments.

Includes

  • MSA / DPA / license optimisation
  • Procurement readiness
  • Scalable customer-facing terms
  • Negotiation framework optimisation
  • Privacy & security positioning
  • Commercial standardisation

How we work

Proactive advisory, structured around how businesses scale.

A four-phase model — moving from understanding the business to building structures that hold as it grows. Less reactive review. More strategic infrastructure.

  1. 01

    Assess

    Understand the business model, growth trajectory and where commercial, product, data and contractual decisions actually sit. Identify friction and exposure before they become barriers.

  2. 02

    Structure

    Translate the picture into a workable commercial and contractual architecture — frameworks, positions and structures designed to scale with the business.

  3. 03

    Negotiate

    Lead or support negotiations with customers, partners, suppliers and investors — bridging commercial, operational and strategic interests to secure outcomes that hold.

  4. 04

    Scale

    Embed ongoing advisory into how the business operates — supporting product launches, market entries and the next phase of growth as a long-term external partner.

Who we support

Built for technology-driven businesses.

Our practice is shaped by sustained work with companies operating across software, data, growth and international commercial relationships.

SaaS companies

Subscription, multi-tenant and platform business models scaling internationally.

AI & data-driven businesses

Companies building AI-enabled, ML and data-centric products in fast-moving environments.

Technology startups & scale-ups

Founder-led businesses moving from early-stage to structured, commercially mature operations.

Digital infrastructure

Telecom, connectivity, cloud and infrastructure-adjacent technology businesses.

Founder-led companies

Owner-operated businesses where founders remain close to commercial and product decisions.

International growth-stage

Companies expanding across European, US and Asian markets and counterparties.

Engagement models

Structured to function as long-term external counsel.

Engagements are offered on a case-by-case bespoke basis — at an hourly rate or a fixed project price, discussed and agreed upfront. For smaller companies with ongoing day-to-day needs, a senior advisory retainer is recommended.

Ongoing

Senior Advisory on Retainer

Recommended for smaller companies with ongoing day-to-day business needs — continuous senior coverage across commercial, operational, privacy and AI matters at a predictable monthly fee.

Bespoke

Project & Transaction Work

Defined engagements for specific deals, contract programmes, market entries or governance build-outs — billed at an hourly rate or a fixed project price, agreed upfront.

Executive

Advisory & Board Support

Senior advisory at executive or board level — structured by hourly rate, fixed retainer or programme fee depending on the scope and rhythm of involvement.

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