Advisory retainer
A $25K minimum engagement covering the readiness work that compounds before the first call.
How we work
From preparation
to conviction.
Eight phases, from capital strategy to fundraising campaign support, each with defined deliverables, ownership, and a clear standard of done.
Aligned terms. No theater.
Milestone-based workflow
Clear phases with explicit deliverables, ownership, and a standard of done.
Compliant posture
Strategic advisory only. Investor sourcing occurs through licensed partners where applicable.
Eight phases, one trajectory.
Explore each phase to see what goes in, what we do, and what you leave with.
Investor Strategy & Capital Structure
Define the raise before the pitch.
Define the raise, investor profile, capital structure, and deployment logic before materials are built.
Raise objectives
Company plan
Capital strategy
- Investor profile
- Capital structure
- Deployment plan
Ready when
The raise, investor fit, and use of capital tell the same story.
Phase 01 of 08
Where do you stand today?
Mark each line as the company stands today. Your answers inform the scope and sequencing of an engagement.
0 / 31 signals
Company fundamentals
Product & operations
Financial readiness
Traction & evidence
Team strength
Legal & compliance
Fundraising materials
Investor strategy
Position the company before the capital is called.
Tell us what you are raising, what closes in the next ninety days, and where the company stands today. Gaps are signal, not penalty.
Begin assessmentNo obligation · Confidential · A 31-signal readiness scorecard returned