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How We Work
01Discovery
We assess your business model, unit economics, runway, and capital needs.
02Structuring
Design the deal architecture: instrument terms, cap table impact, valuation framework.
03Materials
Build investment-grade financial models, pitch decks, data rooms, and collateral packages.
04Matchmaking
Activate our curated network of domestic and international investors.
05Negotiation & Close
Lead term sheet negotiations, optimize SHA/SPA terms, and manage closing end-to-end.
What We Cover
- Equity fundraising — Pre-Seed, Seed, Series A through Series D
- Venture debt advisory — term loans, revenue-based financing, working capital lines
- SAFE, convertible notes, and hybrid instrument structuring
- Angel investor and HNI syndicate coordination
- VC, PE, and family office investor matchmaking across geographies
- Pitch deck design, financial model, and data room preparation
- Term sheet negotiation, SHA/SSA drafting, and investor alignment
- Cap table restructuring, dilution modeling, and waterfall analysis
- Valuation services — DCF, comparable, precedent, and 409A
- Cross-border capital structuring under FEMA, ODI, and ECB frameworks
- Bridge round and mezzanine financing advisory
- Post-close investor relations and board advisory setup
Key Deliverables
Investor-ready pitch deck
Financial model & data room
Term sheet & SHA/SSA drafts
Cap table & dilution analysis
Post-close investor relations plan