Services

From VC rounds to growth equity and venture debt, we secure the funding you need to scale. We shape your story, structure the deal in your favor, and close with the right partners.

Most founders sell a company once - we’ve done it many times, including our own. Our process builds momentum, drives competitive tension, and consistently delivers outcomes 50%+ above founder- or lawyer-led deals.

In select cases, we invest our own capital. We’ve restructured and exited mortgage SaaS ADPI within a year, continue to grow OHAO, and hold a stake in fitness software platform Funxtion.

From cap tables to boardroom decisions, we bring advice grounded in operational, investing, turnaround, and CFO experience. Whether you’re scaling, fundraising, or preparing for a sale, we help you make the right calls when it matters most.