On a selective basis, we offer corporate advisory services to clients outside our investment portfolio.
While our primary focus is on our portfolio companies, we engage in advisory mandates on an opportunistic basis when resources allow. These engagements draw on the same operational and financial expertise we bring to our investments.
Our advisory services are narrowly focused on areas where we have deep expertise and can deliver meaningful value.
We support companies in developing their fundraising strategy and preparing investor materials. Our services focus exclusively on the strategic aspects: crafting your narrative, preparing documentation, and coaching your team for investor conversations.
Note: Our services do not include regulated activities such as investor introductions or broker-dealer functions.
We advise startups and corporations on building effective finance functions. This includes guidance on department structure, selection and implementation of financial tools and software, preparation of key documents, and coaching for finance teams. Whether you're establishing your first finance function or restructuring an existing one, we help you build for scale.
We provide strategic guidance on corporate matters including public relations strategy and mergers and acquisitions. Our approach combines financial rigor with practical operational insight, helping clients navigate complex corporate transactions and communications challenges.
We take on advisory mandates selectively based on fit and capacity. If you believe we could be helpful to your organization, we'd welcome a conversation.
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