Capital preparedness and commercial strategy.

Comprehensive service offering across commercial strategy and fundraising. We don't sell isolated documents; decks, plans and models are built as part of an integrated capital case.

Terracotta frieze on the corner of the Chanin Building at Lexington Avenue

How we engage

Two ways to work with us.

Most companies come to us before a raise. Some need the whole company prepared underneath it. Others have the fundamentals in place and need the capital case built and pressure-tested fast. We run both, with the same senior team.

Capital Readiness SprintExplore the SprintAdvisoryExplore Advisory

EngagementOpen intake, fixed scopeComprehensive and 100% customized strategy support for the pivotal moments in your company's trajectory.

Best forCompanies raising in the next one to two quarters whose positioning and market evidence already hold upCompanies where the story, market evidence, numbers or operating plan need real work before investors see them, or facing any major inflection point

What you getReadiness diagnostic, investment narrative and pitch deck, financial model, one-pager, data room blueprint, raise planProject dependent; typically includes everything in the Sprint, built deeper, plus positioning and market-evidence work, operating plan and scenario planning, data room built and populated, diligence preparation and management rehearsal

Our team's roleBuilds and hands off your capital materialsStays involved through agreed milestones, including diligence. Where the scope includes it, credited on the materials investors see and in the room for the calls that matter

IntelligenceAvailable separatelyCan be built into the engagement, configured around your company

Working sessionsThreeOngoing

Timeline3 to 4 weeks4 to 12 weeks

Pricing$10,000 to $25,000. Fixed quote agreed before you startFixed fee per project, or a monthly retainer for ongoing advisory.

Sprint fees are credited in full toward Advisory if you upgrade within 60 days of delivery.

What we do

What's inside the work.

The Sprint and Advisory draw on the same capabilities. The Sprint uses a fixed set focused on the raise. Advisory goes as deep as the company needs, across all three areas below.