Services
Capital-Grade Deliverables for Serious Founders
Every service is outcome-focused. We don't deliver documents—we deliver the tools and strategy to get you funded.
Built for Seed, Series A/B, SBA, or Grants
Investor-Ready Business Plans
Comprehensive business plans that stand up to investor scrutiny. Ideal for Seed, Series A & B rounds, SBA loans, and nonprofit grant funders.
Key Outcomes
- Clear value proposition that investors understand immediately
- Realistic financial models with defensible assumptions
- Market analysis that demonstrates deep sector knowledge
- Competitive positioning that shows sustainable advantage
- Exit strategy aligned with investor expectations
Ideal For
Seed roundsSeries A & B raisesSBA loan applicationsNonprofit grant funders
Built for Investor & Family Office Meetings
High-Impact Pitch Decks
Decks designed to capture attention and drive toward term sheets. Ideal for Family Office presentations and grant writers / grant-focused investors.
Key Outcomes
- Opening slides that hook investors in seconds
- Problem-solution framework that creates urgency
- Business model clarity that builds confidence
- Traction slides that demonstrate momentum
- Team positioning that inspires trust
Ideal For
Family office presentationsGrant writers & grant fundersAngel investor presentationsVC pitch meetings
Navigate the Funding Landscape
Capital Strategy Advisory
Strategic guidance on the full spectrum of capital options. From angels to VCs to family offices to SBA loans—know which path fits your stage and goals.
Key Outcomes
- Clear understanding of funding options and tradeoffs
- Investor targeting aligned with your stage and sector
- Timing strategy for maximum leverage
- Valuation positioning for optimal terms
- Relationship-building roadmap with key investors
Ideal For
First-time foundersGrowth-stage companiesPivot or expansion fundingGrant and SBA exploration
SAFE Notes, PPMs & Subscription Agreements
Investor & Legal Documents
Institutional-quality legal documents that protect you and satisfy sophisticated investors. From SAFE notes to full Reg D offerings.
Key Outcomes
- SAFE notes with founder-friendly terms
- PPMs for Reg D 504, 505, and 506 offerings
- Subscription agreements that close deals
- Investor qualification documentation
- Term sheet negotiation support
Ideal For
Angel and seed roundsPrivate placementsReg D offeringsConvertible note structures