One senior advisor builds the materials and the research. You run every investor and buyer conversation, with our preparation behind each one.
01
Investor Materials
Pitch decks, three-statement financial models, valuation ranges, investor memoranda and data rooms, built to the standard of a partner meeting.
02
Investor Intelligence
Funds scored on thesis, stage, cheque size and geography, with recent comparable deals. You run every conversation; we prepare you for each one.
03
M&A Sale Readiness
Teaser, confidential information memorandum (CIM), model and buyer universe research, so you or your licensed adviser go to market prepared.
04
Cross-Border Structuring Support
Entity, instrument and investor-geography fit across the US, UK, UAE, Singapore and India, worked through with your lawyers.
HOW WE ARE DIFFERENT
We make you investor-ready. We never sell your round.
Investors and their lawyers check who was paid to sell a round. A clean process, with no finder or success fee in it, protects your raise in diligence.
WHAT WE DO
Pitch deck
Financial model
Valuation range
Investor memorandum
Data room
Investor research you act on
Mock partner meetings
Term sheets explained
M&A sale materials
CIM and teaser
Cross-border structure options
WHAT WE NEVER DO
Contact investors for you
Introduce you to investors
Negotiate your terms
Take a % of your raise
Take equity for fundraising
Handle investor money
Need a licensed broker, placement agent or M&A intermediary? We will tell you, and you choose one yourself.
QUESTIONS
What founders ask before they hire us.
No. We build your materials and research which funds fit, and you run every conversation. If you need a licensed broker or placement agent, we will say so and you choose one.
No. The monthly retainer is agreed up front. Nothing depends on whether your round or sale closes.
It starts at USD 5,000 a month. Scope and fee are agreed on an introductory call before work starts.
Yes. Cross-border fit is the core of our work: entity, instrument and which investor geographies suit your stage, worked through with your lawyers.
Taran, the founder, from first read to final file. No junior handoffs.
Yes. Materials are used only for your engagement and never shared without your written consent.
On the retainer, yes. Cancel within 7 days of kickoff and your first month is refunded in full, with no further commitment.
Kickoff is your first call. Within 7 days you receive a written review of your raise process and materials with your top 5 fixes ranked. If it is not useful, tell us within those 7 days and we refund your first month. The guarantee covers your satisfaction with our work, not the outcome of your raise.
Revisions are ongoing through the retainer.
LET'S TALK
Tell us about your raise.
A direct line to the founder, never a junior. Book an introductory call and tell us your raise or sale size, timeline and target geographies. We reply within 24 hours on weekdays.