Services

Three capabilities that compound

Advisory gets the deal right. Data puts it in front of the right investors. Introductions get you in the room.

Service 01

Capital Advisory

We start with an honest read of where the company actually stands, then build the path to being fundable. Structure, story, and readiness before you ever sit in front of capital.

What's included
  • Raise-readiness assessment across financials, materials, and narrative
  • Gap analysis: what must be true before you go to market
  • Deal structuring support — instrument, terms, and use of proceeds
  • Data room and investor materials review
Outcome: A clear, defensible raise plan and a deal that holds up to diligence.
Service 02

White-Glove Data Setup

We work with a highly detailed data partner to build your ideal-investor list at the contact level, then market to those exact people through Meta — and teach your team to convert engagement into booked meetings.

What's included
  • Ideal investor profile definition by mandate, check size, and geography
  • Contact-level investor data sourced by our data partner
  • Custom audience build and Meta campaign setup targeted to that list
  • Creative and messaging built for an investor audience
  • Training on working inbound interest into scheduled meetings
Outcome: A repeatable pipeline of qualified investor conversations you control.
Service 03

Direct Introductions

Where relationships move faster than outreach, we open the door ourselves and put you in the room with the right capital source.

What's included
  • Targeted introductions matched to your stage and structure
  • Positioning and briefing before every conversation
  • Follow-through support through the process
Outcome: Direct access, not a cold list.

See how the tiers stack up

Each engagement tier layers these services together.

View engagement tiers