Your Partner in Capital Raising & Finance

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  • Financial modeling, financial planning and analysis (FP&A)
  • Fundraising materials (including pitch decks and business plans)
  • Market Research, including verification and correction of AI‑generated data, reports, and insights.
  • Deal sourcing, advisory and support throughout the entire deal‑sourcing process.
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Funding Readiness

SECURING FUNDING

WE PLAN, WE ENABLE

Human Touch

AI is powerful and rapidly developing, but it is not yet reliable to be solely depended on for work requiring verification and accuracy.

In practice, we’ve seen this firsthand with clients using AI: the generated business plan sections often contain mistakes, inconsistencies, or unsupported statements, which we identified and corrected. That’s why we use AI as a supportive tool, not as the foundation for financials models that require investor‑grade accuracy.

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Customized Services

Creation of detailed decision grade models for capital raising, scenario analysis, and valuation.

Development of decks and plans with business & financial models, market stats and valuations.

Market and business research that will support business decisions & assumptions.

Part‑time executive finance support for strategy, operations, and decision making.

Strategic, Operation and General Management & Advisory in various business affairs.

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Clients, Projects and Collaborations

  • MBA from an AACSB‑accredited university
  • CMA Candidate (Part I Passed) – Financial planning, performance & analytics, and strategic financial management.
  • CFA (Level I Candidate) – Money & capital markets fundamentals, securities evaluation, and comprehensive portfolio management.
  • Experience in managing angel and seed‑fundraising processes for early‑stage ventures
  • Hands-on involvement in start-up creation, venture building, and early-stage financing
  • Extensive work in financial modeling, valuation, scenario analysis, FP&A, and capital‑raising advisory
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“Strategy without financial logic is speculation”