What a typical engagement looks like

Every engagement runs three or six months and follows one of two tracks. Pick a track to see how the months unfold. The exact scope is set on our first call, around where your company is today.

We build the plan and the story, then open doors. You get a defined number of warm introductions to active investors, scoped to your raise, and we are on the call when we make each one. We advise on how you track and manage the pipeline; you own it.

We build the plan, the story, and the materials, and we prep you for every conversation. You run outreach yourself, with us in your corner before and after each meeting, and we join your investor calls when available.

A focused sprint for founders who are close. The traction is there; the story, the target list, and the right rooms are what is missing.

1. Month 1

   Get raise-ready

   • Narrative and positioning rebuilt around what investors in your category care about
   • Deck audit and rewrite, plus the supporting materials a live raise needs
   • Ideal Investor Profile and a prioritized target list
   • A capital raising calendar for the full three months
   • An introduction plan mapped from our network to your target list
2. Month 2

   Run live conversations

   • Prep before every investor conversation that matters, and a debrief right after
   • Materials sharpened from real investor feedback, week by week
   • Objection handling for the questions that keep coming up
   • We join your investor calls when available
   • CRM setup and tracking advice so every investor conversation is logged and followed up
   • Warm introductions made on a set cadence, with us on the call

   You run outreach against the target list; we prep and debrief every meeting you land.

3. Month 3

   Build toward a close

   • Diligence readiness and a clean data room
   • Follow-up strategy for every engaged investor
   • A clear plan for what comes next, whether that is closing or a longer runway
   • A second wave of introductions, focused on what is converting

Full raise support for founders who are actively raising. Six months of hands-on partnership, and if your raise needs more time, we stay with you until it closes.

1. Months 1 and 2

   Get investor-ready

   • Investor narrative and positioning built around what investors in your category care about
   • Deck audit and rebuild, plus the materials a live raise needs
   • Ideal Investor Profile, target list, and a six month capital raising calendar
   • CRM setup and tracking advice before the first investor conversation
   • Network mapping and a scoped introduction plan
2. Months 3 and 4

   Run the raise

   • Prep before every investor conversation that matters, and a debrief right after
   • We join your investor calls when available
   • Materials and narrative iterated from what investors are actually saying
   • Go to market work layered in: positioning, ideal customer, and the commercial story behind your traction
   • Warm introductions to active investors, with us on the call

   You run outreach against the target list; we prep and debrief every meeting you land.

3. Months 5 and 6

   Close and convert

   • Diligence support and follow-up strategy through the finish line
   • A post-raise go to market plan so the capital turns into growth
   • If the round needs more time, we stay with you until it closes
   • Final waves of introductions to fill the round

The two tracks side by side

Both tracks are retainer based, at a fraction of what traditional advisory firms charge. We never take a success fee, and our compensation is never contingent on capital raised.

Not actively raising yet? We refine your narrative and materials until they are ready. When you are set to raise, you move straight into a full package with the groundwork already done.