invested by clients
We support the full lifecycle of due diligence, from sourcing, underwriting, and structuring, to creating a portfolio management plan.
We design and execute high-level strategy playbooks that include portfolio structuring, portfolio analysis, and valuation methodology.
We help investors interact with Limited Partners and potential LPs through best-in-class fundraising materials, performance reporting, and LP communications.
We create in-depth market assessments that help investors identify new market niches, map capital availability, and navigate industry trends.
We're comfortable with retainer agreements or ad-hoc projects depending on the size of the investor.
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.
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.
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.
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.