We provide advisory support to ensure that strategic objectives, operational plans, and financing needs are fully aligned.

By validating the underlying strategic drivers and stress-testing the execution roadmap, we help clients articulate a clear, investable thesis that resonates with internal stakeholders and external investors.

We support clients in developing robust, forward-looking financial models and performance dashboards to enable data-driven decision-making.

Our work focuses on forecasting cash flow, optimizing resource allocation, and ensuring alignment between capital deployment and strategic objectives—particularly in relation to use-of-proceeds planning.

This allows leadership teams to anticipate funding needs, manage burn rates, and communicate clearly with investors.

We advise clients on building or validating robust pro forma models to assess internal valuations, revenue potential, and key performance metrics.

Our business case modeling provides a fact base to inform critical decisions, ranging from capital allocation to transaction structuring, to ensure alignment between strategic intent, financial outcomes, and deal parameters.

We provide end-to-end advisory support across the fundraising lifecycle. Our work includes establishing processes, setting up data rooms and reporting systems, and coordinating cross-functional teams to ensure a seamless investor experience.

We help clients articulate a compelling equity story and investment thesis, backed by key data, metrics, and analysis.

In the process, we also coordinate messaging and manage alignment with board members, insiders, and executives, to drive an efficient raise.

We advise clients on optimal deal structures and terms, drawing on experience across hundreds of transactions.

Our analysis benchmarks key provisions against market norms, identifies potential value or risk drivers, and supports negotiation strategies aligned with long-term objectives.

We help clients navigate complex terms to ensure alignment with strategic, financial, and governance priorities.

We advise clients on comprehensive preparation for public market entry through traditional IPOs or de-SPAC transactions.

Our approach encompasses strategic, operational, and financial readiness —aligning governance frameworks, investor communications, and compliance requirements to meet the rigorous demands of public markets.

We draw on deep IPO experience to guide leadership teams to position their companies for successful listing and sustained public market performance.

We help clients prioritize and plan the effective use of raised capital to maximize growth and ROI by helping Executives identify and execute on high-impact initiatives.