Advisory retainer
A $50K minimum engagement covering the readiness work that compounds before the first call.
/ How we work
A milestone-based workflow, sequenced.
Eight phases, from capital strategy to fundraising campaign support — each with defined deliverables, ownership, and a clear standard of done.
/ 01 — Engagement model
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.
/ 02 — The phases
Eight phases, one trajectory.
Phase 01
Investor Strategy & Capital Structure
Define the raise, investor profile, capital structure, and deployment logic before materials are built.
/ 03 — Investor readiness
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
/ Begin
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 the assessmentNo obligation · Confidential · A 31-signal readiness scorecard returned