The people behind your trusted business memory.

Adviisa was founded by Dominic Anthony and Robert Levett — two people who have spent their careers on the adviser's side of the table, helping companies through exits, raises, reorganisations and the many moments where a business is put under scrutiny.

Across those engagements they kept meeting the same problem. Every event, whatever it was, started in the same place: understanding what happened before. What decisions were made, and why? What advice was given? What was actually implemented? And where is the evidence? The answers were scattered across systems, inboxes and people's memories, and clients rarely held a complete record themselves. Every new event meant starting the hunt again: rediscovering what happened, reconstructing the story, and re-explaining it under time pressure. Even new teams within the same firm had to rebuild the picture, and important decisions were sometimes made on an incomplete one. Good advice was given, acted on, and then quietly lost — impossible to find when it was needed again.

They built Adviisa to change that. To help advisers do their best work by starting every engagement from a clear, structured, source-backed position rather than a document hunt — so their expertise goes further and their clients come out stronger. And to help companies become better custodians of their own history — preserving the advice itself, connected to the evidence and decisions it relates to, so it can be trusted, referred back to and reused for the next event, not rediscovered from scratch.

For advisers, that changes the starting point. When a client wants to prepare for an exit or a raise, the conversation becomes: "Let's use Adviisa to establish what we already have, identify what's missing and fix it before it matters." And when a new client arrives without that history, the engagement is where it starts being built.

The result is a trusted business memory that makes companies more ready, makes advisers more valuable, and keeps the thinking behind every important decision where it belongs — with the business, for the long term. It isn't built for one transaction and abandoned in a data room — it's there for the next event, the next adviser and the next decision.