Advised on fundraising strategy and investor materials, leading to a successful Series A raise with participation from Bread and Butter Ventures and Silicon Road.
Guided pre-seed fundraising strategy and made key investor introductions, resulting in an investment from B5 Capital and positioning the team for early growth.
Supported the creation of confidential information memorandums (CIMs) for lower-middle market M&A transactions, helping position portfolio companies for successful exits.
Developed fundraising materials and refined the firm’s narrative, helping position Symphony Financial’s new fund for institutional LPs and prospective investors.
Developed fundraising materials and refined the firm’s narrative, helping position Symphony Financial’s new fund for institutional LPs and prospective investors.
Produced investment materials and provided investor relations advisory for Payfactory's Series A raise, informing strategic direction on how to position key metrics for potential investors.
Supported the creation of confidential information memorandums (CIMs) for lower-middle market M&A transactions, helping position portfolio companies for successful exits.
Conducted in-depth technology use case exploration to assess emerging innovations and inform investment themes for Cox Communications' incubator, supporting their strategic decision-making process.
Created Confidential Information Memorandums (CIMs) for Discretion Capital's private equity clients, showcasing startup companies' value and positioning them for successful acquisition.
Advised on fundraising strategy and investor materials, leading to a successful Series A raise with participation from Bread and Butter Ventures and Silicon Road.
Guided pre-seed fundraising strategy and made key investor introductions, resulting in an investment from B5 Capital and positioning the team for early growth.
