Your bridge to Smart Capital.

A nuclear waste management startup needed to raise $500K - $2MM left of a Series A it began 2 years prior, but was losing steam in its investor relations, despite having strong commercial developments.

We came in, revamped the investor marketing strategy and materials, including financial model, which in turn also informed new avenues of profitability for their business model.

We helped launch a re-marketing campaign for their investor relations, forming a department, resulting in the funds being raised by HNW referral immediately. We also generated new Series B institutional relationships for them.

A healthcare technology startup focused on Africa, inherited an IP over 8 years in the making, and needed to revamp it with new marketing and investor capital, and commercial opportunity.
‍
The client engaged us, and we aided it in positioning itself for its warm network, as well as for venture capital and international philanthropic investors, generating dozens of meetings and a 6 figure investment offer network of HNW investors from the African Diaspora we had contacts with, and were able to identify a mutual overlap with the client’s network, as well as a new institutional commercial partner from the GCC. 

A healthcare education and supplies company in Southern California sought an acquirer for its company’s operations. The client engaged us to advise it on private equity partners.

The Result: Multiple $10 million+ offers, which we helped the advisor choose between, from private equity companies based in its backyard.

A television show and digital cryptocurrency company faced an FTX-ridden market despite having strong tailwinds in other areas of its business commercially.

With limited access to equity capital for cryptocurrency-related companies at this time, we were called in, helped the Client develop a new, delicious commercial application proposal that would be impactful, and submitted it to foundations in our warm network.

The Result: $4.5 million in non-dilutive grant funding from a top blockchain industry institutional partner, plus new institutional venture capital relationships globally.

A metaverse and celebrity NFT platform company creating life-level avatars, with roots in Hollywood VFX, reached out to us to help it address its need for commercial and funding capital.

It was achieving strong commercial growth and revenues making it a good candidate for non-dilutive capital.

We introduced it to foundations in our network.The Result: $5 million+ in non-dilutive grant funding from a top US blockchain industry institutional partner.

A Philippines-based cryptocurrency startup with a central bank remittance license came to us seeking to raise its Series A.
‍
We helped the client position its model for the MENA region and took it on a commercial roadshow, resulting in 2 commercial deals, and an investment distribution deal through a top wealth manager based in the UAE, one of the Philippines’ largest remittance regions. 

An independent-sponsor (fundless sponsor) working with a family-owned oil and gas industry leader in Texas looking to sell its business, came to us to help it generate a strong pipeline of investor meetings.

We came in, generated executive summaries and strategic guidance, and created strategic introductions to private equity firms resulting in a $25 million acquisition offer that would take this company to the next level of professionalism, as well as multiple attractive debt financing offers. 

A minority-driven non-profit focused on civic engagement and advocacy, came to us seeking advisory to plan and launch a blockchain-based marketplace + attestation platform for diverse creatives. We advised the client on its business model for maximum impact, attractiveness to  investors, and monetization.
‍
The Result: while the client engaged us as advisor, closed a 6 figure non-dilutive technology grant from a top foundation for its new platform.  

A non-profit that is a national leader in affordable housing, came to us seeking capital and impact advisory to launch its first fund. We helped it structure the fund for maximum impact and capital attractiveness.

The Result: $15 million in funding raised from Mackenzie Scott Foundation, Wells Fargo, and Enterprise Community Partners