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We help our clients focus on clarity of purpose and core principles, and to align their strategy, people and processes to deliver impact. 


​We enable boards to govern effectively and make better collective decisions. We provide direct advice and facilitation in board transitions, development and effectiveness, as well as board reviews, Away Days and recruitment, often across multiple geographies. 

We offer a short "How to Add Real Value" course for Trustees.


We partner with senior leadership teams and boards to help them work synergistically to define, achieve and expand their social impact goals. Our approach seeks to embed a mission- and metrics- driven "DNA" that transforms organisational effectiveness.


We elicit best practice Theories of Change, rooted in a deep understanding of context and organisation. Our expertise encompasses leadership coaching, governance, strategy, implementation, and evidence-based measurement and learning. 

founders and families

We work with founders, philanthropists and their families and teams on their journey to achieve high social impact returns on their hard earned money. We help them to define the principles, values and approach which will guide their investment strategies, navigating them from initial idea to implementation of their social investment decisions. 


We also support organisations to evolve successfully beyond founder stage. We bring in coaching and mediation skills when needed.

Our Work

We help our clients focus on clarity of purpose and core principles, and to align their strategy, people and processes to deliver impact. 

Our approach to all of our work is based on our guiding principles. We have worked across many sectors and in impact organisations of different sizes at various stages of development.


We have a network of highly skilled associates based around the world and construct teams focused on meeting client needs.

For an initial conversation about how we can help you please get in touch.



“Kate and Stephen were hugely involved in helping us to crystallize and operationalize our South African based family foundation initiative, NextUp. Their services spanned the entire spectrum. This included initial full day workshops using custom methodologies to ideate and challenge. They followed this up with global research and meetings with like-minded philanthropic initiatives.

Beyond the planning phase, Kate and Stephen helped us to manage our CEO recruitment initiative and took the lead role in interviewing multiple candidates. As our in-country team has taken shape, the Bateleur team has remained involved representing our family and advising our CEO. Beyond avoiding many potential pitfalls and delays, NextUp would most likely not exist without the experience, hard work and resourcefulness of the Bateleur team. Our family is extremely grateful to Kate and Stephen.”

David & Tracey Frankel, Founders, NextUp


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