Full-stack investment support for Seed & VC investors.
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Our investment support has driven...
>$125m
invested by clients
15+
fund investments
10+
direct investments
Services
Investment Due Diligence
We support the full lifecycle of due diligence, from sourcing, underwriting, and structuring, to creating a portfolio management plan.
Investment Strategy
We design and execute high-level strategy playbooks that include portfolio structuring, portfolio analysis, and valuation methodology.
Investor Relations
We help investors interact with Limited Partners and potential LPs through best-in-class fundraising materials, performance reporting, and LP communications.
Market Assessments
We create in-depth market assessments that help investors identify new market niches, map capital availability, and navigate industry trends.
Investor Deal Snapshots
We're comfortable with retainer agreements or ad-hoc projects depending on the size of the investor.
<$2m direct investment into D2C startup
Pre-Series A D2C startup that focuses on plant-based health and wellness subscriptions. This included a lengthy negotiation due to the Founder having outsized control rights, hybrid physical & digital business operations, and a new lead investor that did not have an investment track record.
>$5m fund investment into Rural Startup fund
Pre-Series A fund focused on rural companies operating in communities generally overlooked by venture funds. This was a lead investor position which included supporting the GP to craft a strategy for attracting private investors, and creating a comprehensive memo shared with prospective investors.
<$5m direct investment into Edtech startup
Post-Series A Edtech startup that helps scaled enterprises upskill existing teams with data, business, and leadership programs. This was a complex transaction due to a simultaneous primary & secondary share issuance, and surprisingly minimal due diligence from existing (top-tier) investment firms.
>$15m fund investment into Renewable Energy fund
Pre- to post-Series A renewable energy fund that focuses on companies advancing the net-zero carbon economy. This fund is unique in that the LP base consists of an outsized number of corporate VC firms, which allows portfolio companies to rapidly deploy energy solutions at scale.