capital intelligence & strategic advisory

Initial Exposure Assessment
$1,950

Working with us starts with an exposure assessment: a targeted evaluation of your diligence readiness. We identify the gaps most likely to constrain your deal and return a prioritized remediation list within two weeks.Deliverable: a ranked action framework - what to fix, and in what order, before your next institutional conversation. No retainer required.

Capital Strategy Brief
$7,500 · returning clients only

For founders who have completed foundational diligence and need a codified strategic framework before engaging investors. This is your go-to-market blueprint for a successful capital raise.Deliverables: Includes investor targeting rationale, positioning recommendations, and material gaps mapped to institutional standards. Completed asynchronously.

Strategic Advisory Retainer
Starting at $10,000/month · by application

Embedded advisory through an active raise or M&A process. We work alongside your team on governance review, board package construction, and investor-ready reporting to keep you on your capital-raise timeline.Deliverable: High-touch, calibrated support for complex transactions. Engagements run a minimum of 90 days. Availability is highly limited.

• Book Exposure Assessment

• Book Capital Strategy

• Retainer Inquiry