Raise on your terms. Close on your timeline.
A senior-led, AI-accelerated fundraise, model, narrative, data room, and investor outreach run as one workstream.
Machines for speed. Humans for judgment.
AI handles
- Comparable transaction scan
- Auto-tiered investor list
- Model variance flags
Senior advisor owns
- Narrative architecture
- Term sheet negotiation
- Investor matchmaking
A clear cadence, not a black box.
Every engagement follows this rhythm. You always know what's happening this week and what ships next.
Capital readiness audit
Diagnose narrative, numbers, and data room gaps in 5 working days.
Model & narrative
Driver-based model, pitch architecture, and a defensible thesis.
Investor list & outreach
AI-tiered target list, warm intros prioritised, sequenced outreach.
Process management
Diligence response, term sheet negotiation, close mechanics.
Deliverables, every engagement.
- Driver-based three-statement model
- 10–14 slide investor deck
- Curated data room (50+ documents)
- Tiered investor list with intros
- Weekly process dashboard
- Term sheet review & negotiation support
- Founders raising $2M–$30M equity or credit
- Revenue between $1M–$20M ARR
- First institutional round or Series A/B
- Pre-revenue concept rounds under $500K
- Founders unwilling to share monthly financials
Answers, before you ask.
Do you take success fees?
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No. Fixed scope, fixed fee. Our incentives are aligned with quality, not deal heat.
Who actually runs the raise?
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A senior partner with 15+ years of capital markets experience, supported by an AI-augmented analyst pod.
Can you replace a banker?
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For raises under $30M, yes. Above that we partner with bulge-bracket or boutique banks and own the founder-side workstream.
Get a tailored proposal in 48 hours.
Start here,
Stop guessing. Start knowing.
Book a free 20-minute discovery call, or go straight to a $400 CFO Diagnostic. The Diagnostic delivers a working read of your cash position, runway, and top 3 financial risks within two weeks. Whether you engage further or not, it's the clearest financial picture most founders have ever seen.
