Deal‑ready growth & capital strategy — delivered as a system.
Choose your path. We keep your narrative, numbers, cap table, data room, operating model, and governance aligned — so diligence is clean and negotiations are strong.
Outcome: a clear plan and the deliverables investors expect — without guesswork.
- Confidential conversation
- Clear scope and next steps
- Works alongside your advisors
Prefer not to schedule? Request a callback.
We operate as a business and management advisory and coordinate closely with licensed financial and legal advisors where required.
How we run the work
- DiscoverUncover the current state with research and insight.
- DiagnoseIdentify root causes, leaks, and hidden friction.
- DecodeTranslate findings into clear priorities and patterns.
- DesignArchitect strategy, systems, and success metrics.
- DeliverImplement with ownership, cadence, and clarity.
- DominateSustain and scale impact by embedding capability.
Select a service
Click a card for a quick in-page deliverables view, or open the dedicated service page for the full overview. Deep links still work via URL hashes.
Investor Readiness Sprint
Make the company investor‑grade in 90 days: story, numbers, diligence, and execution aligned.
- Readiness gap map
- Valuation scenarios
- Data room + index
Valuation & Cap Table Strategy
Build a defensible valuation and a clean cap table that supports the next round or transaction.
- Value driver model
- Dilution planning
- Term sheet impact
Data Room & Due Diligence Index
Structure, index, and de‑risk diligence so serious capital can move fast with confidence.
- Folder architecture
- Due diligence index
- Red‑flag closure
Investor Narrative & Pitch Materials
One coherent narrative across deck, memo, model, and evidence — built to withstand scrutiny.
- Narrative spine
- Deck + memo
- Q&A drills
Investor / Buyer Mapping & Outreach
Match your thesis to the right capital and build a disciplined outreach system.
- Target list
- Thesis matching
- Pipeline system
Negotiation & Closing Support
Enter the room with leverage: scenarios, BATNA, and alignment — coordinated with your advisors.
- BATNA scenarios
- Term levers map
- Closing cadence
Operating Model Systemization
Systemize execution so growth and diligence are supported by real operations, not promises.
- SOPs + workflows
- KPI rhythm
- Decision rights
Workspaces (low commitment)
Not ready for a call yet? Explore Workspaces for tools and templates you can use immediately.
Workspaces is best experienced on desktop.
Deliverables and scope
Quick view: expand a service to see deliverables and scope. Prefer the full overview? Use the dedicated service page link inside each section. Deep links still work via URL hashes on this page.
Investor Readiness Sprint (90 days)
Outcome: A company that reads as investor‑grade: aligned narrative, defensible model, clean cap table, indexed data room, systemized execution.
Best for
- Raising within 6–12 months
- Preparing strategic capital or a partial exit
- Diligence is slow or “messy”
What you get
- Deal‑readiness scorecard + priority gap map
- Scenario‑based valuation model with traceable assumptions
- Cap table plan (dilution path, option pool, governance considerations)
- Data room architecture + due diligence index
- Investor narrative + pitch deck + investment memo
- Meeting prep: Q&A, objections, negotiation scenarios
Valuation & Cap Table Strategy
Outcome: A valuation story investors can follow — and a cap table that supports the next step without surprises.
What we diagnose
- Value drivers vs. market reality
- Dilution risks and future round readiness
- Governance and decision rights constraints
What you get
- Value driver framework and scenario model
- Dilution and option pool planning
- Cap table cleanup plan coordinated with advisors
- Term sheet impact map (what each term changes)
Data Room & Due Diligence Index
Outcome: A diligence experience that feels clean, fast, and trustworthy — with evidence that matches the story.
What you get
- Investor‑grade folder architecture and permissions
- Due diligence index mapped to evidence
- Document standards and version control discipline
- Red‑flag closure plan (before investors find them)
- Diligence Q&A binder and response cadence
Pairs well with
- Investor narrative & pitch materials
- Valuation & cap table strategy
Investor Narrative & Pitch Materials
Outcome: One narrative spine across deck, memo, model, and evidence — built to withstand investor questions.
What you get
- Narrative architecture (problem, wedge, traction, economics)
- Pitch deck, investment memo, and data story
- Metrics definitions + proof mapping
- Q&A red‑team drills and objection bank
Designed to prevent
- Story / numbers mismatch
- Weak evidence in diligence
- Discounting during negotiation
Investor / Buyer Mapping & Outreach
Outcome: A focused outreach engine aimed at the right thesis, ticket size, and decision-makers.
What you get
- Thesis matching and segmentation
- Target list prioritization
- Outreach sequences and warm intro strategy
- Pipeline tracking and meeting readiness cadence
Works best when
- Materials are investor‑grade
- Cap table and model are clean
Negotiation & Closing Support
Outcome: Stronger leverage and faster closing through disciplined scenarios, alignment, and advisor coordination.
What you get
- BATNA scenarios and walk‑away lines
- Term levers map (what matters, what doesn’t)
- Board / founder alignment briefing pack
- Negotiation cadence and closing coordination
Coordination
- We keep workstreams aligned with licensed legal and financial advisors.
Operating Model Systemization
Outcome: Execution that is systemized and measurable — so the deal thesis is supported by reality.
What you get
- SOPs and workflow maps for key functions
- Operating rhythm: KPIs, cadences, accountability
- Org design and decision rights clarity
- Governance routines that scale with complexity
Pairs well with
- Investor readiness sprint
- Data room and diligence readiness
Choose your next step
If you’re preparing a raise, strategic capital, or a partial exit, start with a confidential call or request a callback.
Next step: Book a confidential call Request a callback