The Glimpse
The Glimpse is free. Three observations on your deck, one hard question, a seating chart by investor type, and a short close.
We read it against a private library of investors and family offices, built from filings, firm disclosures and our own research.
Free. Names come when you become a client.
The Engagement, then The Campaign.
The Engagement is one flat fee. The Campaign is monthly, after The Engagement, with a three-month minimum.
The Engagement
The Read We fix the deck.
The Room The investors who fit, and why.
The Conversation Letters in your voice, and next steps.
The Campaign
Follow-ups you send from your own email.
Social content and copy we create.
Coaching through investor conversations.
The conferences worth your time.
We draft. You send. We coach. You book the call.
Flat fee. Terms on a call with the desk.
Straight answers.
What does the free Glimpse show?
Two pages. Three observations on your deck, one hard question, a seating chart by investor type, and a short close. We read it against a private library of investors and family offices, built from filings, firm disclosures and our own research. Free. Names come when you become a client.
Will you tell me what’s wrong with my deck?
Yes, kindly and clearly. The free Glimpse gives you three observations and one hard question. The Engagement begins with The Read, an in-depth analysis of your deck, so you walk in prepared.
When do I see names?
When you become a client.
How do terms work?
Flat fee. Terms on a call with the desk.
Who sends the outreach?
You do, from your own email. We draft. You send. Nothing goes out without your yes.
Can I start with The Campaign?
No. The Campaign follows The Engagement, with a three-month minimum.
Capital raise preparation only. Not a broker-dealer. Not a funding guarantee.