Frequently Asked Questions

Because we're partners, not vendors. We bet on your success and only win when you do. Taking equity warrants aligns our incentives completely with yours—we're motivated to help you achieve the best possible outcome.

We typically take 0.5% equity warrants in each engagement. The specific terms are discussed transparently during your initial consultation.

No. We provide advisory services and take warrants as part of our compensation structure. We connect you to investors and broker-dealers who provide the capital.

We stay with you month-to-month until you close. No abandonment. Our commitment doesn't end at an arbitrary timeline—we're with you until your capital raise is complete.

Most capital raises take 3-6 months from start to close. Month 1 focuses on building materials, Months 2-3 on introductions and meetings, and Months 3-6 on due diligence and closing.

We continue working with you on a month-to-month basis until your raise closes. Our all-inclusive fee structure remains the same.

While we prefer continuous momentum for the best results, we can discuss pausing if circumstances require it. This is evaluated on a case-by-case basis.

Everything: investment-grade pitch deck, 3-5 year financial model, valuation analysis, executive summary, data room preparation, broker-dealer introductions (5+), unlimited investor introductions, presentation coaching, negotiation strategy, and ongoing advisory.

Yes. We help you prepare for and navigate the due diligence process, including organizing your data room and coaching you through investor questions.

Absolutely. We provide strategic guidance on term sheet negotiations to help you secure favorable terms while maintaining investor relationships.

We'll review your existing materials and either refine them or build new ones from scratch, depending on what's needed to meet institutional investment standards.

We work across SaaS, FinTech, healthcare, manufacturing, and B2B services. Book a call to discuss whether your specific industry and business model are a good fit.

We primarily work with companies that have revenue or strong traction. However, pre-revenue companies with exceptional teams, technology, or market validation may be considered. Schedule a consultation to discuss.

We specialize in capital raises between $500K and $10M+. This is the sweet spot where our services provide the most value.

Yes, we welcome international clients. We work with US-based companies as well as international companies raising capital from US investors. We can help you navigate the process regardless of your location.

No. We prepare materials and introduce you to licensed broker-dealers who handle transactions. We're an advisory firm, not a registered broker-dealer, placement agent, or investment advisor.

We maintain strict confidentiality agreements with all clients. Any case studies or testimonials are anonymized unless we have explicit written permission to share identifying details.

You'll sign an advisory agreement outlining our services, fees, warrant structure, and confidentiality terms. We recommend having your attorney review all agreements.

No catch. Simple pricing, real partnership. We only succeed if you succeed. Our all-inclusive monthly fee covers everything, and our warrants ensure we're invested in your long-term success.

We use an all-inclusive monthly fee structure that covers all services. Specific pricing is discussed during your free consultation based on your raise size and needs.

Our compensation comes from monthly advisory fees and equity warrants. We do not charge traditional success fees or transaction fees.

No. Our all-inclusive structure means no surprise bills. The monthly fee and warrant terms discussed upfront are all you pay.

Schedule a free 30-minute consultation. We'll discuss your business, your capital raising goals, timeline, and whether we're the right fit. No pressure, no obligations.

Come ready to discuss your business model, revenue (if any), capital raising goals, timeline, and any existing investor materials. The more context you provide, the more valuable the conversation.

If we're a mutual fit, we'll send you a proposal outlining our services, timeline, fees, and warrant structure. You'll have time to review with your team and attorney before making any commitment.