Embedded Files
Guiding your growth, every step of the way.
Our firm offers boards and special committees with truly independent advice that is free from conflicts of interest. We guide our clients through growth, mergers and acquisitions, liquidity and capital structure optimization, fundraising and shareholder matters.
Growth & M&A
We produce robust, scenario-based DCF models to support fundraising, M&A, and internal strategic planning.
Our valuations go beyond formulas—we stress test assumptions, incorporate market context, and reflect your actual growth narrative.
We collaborate with leadership teams to analyze revenue streams, identify pricing inefficiencies, evaluate CAC/LTV ratios, and uncover new growth levers.
We focus on monetization strategies that scale while maintaining margin integrity.
Liquidity & Capital Structure Optimization
We help founders and family offices balance risk appetite.
Whether managing post-fundraise or personal assets, we build adaptive models that adjust with macroeconomic shifts and personal goals.
From seed to growth stage, we advise on optimal mix of equity, convertible notes, SAFE rounds, and venture debt.
We ensure your financing decisions support long-term dilution management and strategic optionality.
Fundraising
We create dynamic 3–5-year models suitable for investor updates, board meetings, and internal goal-setting.
We also assist in KPI tracking frameworks to ensure accountability and alignment across stakeholders.
Google Sites
Report abuse