Set Up Proposal

GCM & SquareBook

Incorporate · Validate · Go to market

Timothy Rushworth · Joseph Sluys · June 2026

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The opportunity

Why GCM, why now?

The founders of GCM see an opportunity to deploy state-of-the-art AI and experienced capital-markets sales to create a differentiated provider of high-quality leads to international IFA networks.

This proposal is for SquareBook to incorporate, set up and help establish GCM as an operator in global markets.

The platform

What is SquareBook?

SquareBook is a UK, FCA-regulated platform that assists in arranging deals.

We have a wide network of advisors, investors, advocates, partners and consultants whom we help introduce to make deals happen.

What's next

Roadmap

StartSign contract

KYC · sign the agreement & SquareBook T&Cs · (on incorporation) the partnership agreement.

Wk 0–6Incorporate

Incorporate the legal entity
Banking / IBAN
Policies & governance
Review & renew website
Product & competitor analysis
Product‑market‑fit report

Wk 6+Launch

GCM live as a SquareBook partner* — selling to IFA CEOs with the first leads.

Tap a step for detail. *Partnership is subject to the legal entity existing.

The partnership

Exclusive IFA partner

GCMproducts & data

GCM produces unique data and runs its own sales team to produce product for its IFA clients.

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SquareBookconsultancy network

SquareBook provides the consultancy to set up GCM, and consultants through its network for additional sales resource. Its network of contacts is engaged as part of the platform, with digital tools made available.

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IFA buyersCEOs of IFA networks

The end customers for GCM’s leads.

Exclusive for data & sales consultancy: during the term of the contract, SquareBook will not appoint any other partner providing IFA lead-generation services globally — from the point the GCM entity exists.

Tap a box for detail.

Build

Incorporation & set-up

Estonian OÜ

e-Residency

Banking & IBAN

Ledger & accounting

Policies & governance

Website review

Templates

Ops hub

Pricing & product-market fit

Tap a tile for detail.

Validate

Product & competition

Review the product — how it works and who it serves.

Benchmark — against competitors and what IFA buyers expect.

Test demand — directly with IFA CEOs.

Product-market fit — a clear report on what the product needs to be.

Validate

Brand & website

Fix first — pricing, placeholder pages and broken links.

Sharpen positioning — one story: specialist wealth-management leads.

Align identity — credible details; signal the SquareBook partnership.

Then refresh — brand & design uplift once locked.

Investment

Fees

£10,000Fixed fee£9,500 consultancy + up to £500 expenses ›

4×Instalments£3,500 · £2,500 · £2,000 · £2,000

2–3 moAnticipatedto complete the project

No VAT — supply to a customer outside the UK. Billed by Square Book Limited; 30-day terms.

You fund the engagement personally and, separately, capitalise the company as sole founding shareholder. Partnership with Square Book Finance Limited follows once the company exists.

Ready to proceed

Acceptance

This proposal is accepted by signing the accompanying engagement letter from Square Book Limited. Onboarding (KYC) is complete — the next step is signature.

squarebook.com · Business confidential

Confidential and provided for discussion only. This is not a binding offer, financial promotion or advice; figures are indicative and subject to contract, onboarding and the matters noted herein.