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Private companies
  1. Executive Summary

  2. Financial Modeling

  3. Financial Statements & Ratios

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  8. AI Matching Tool

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We are investment banking and alternative investment professionals. Our main focus is on emerging industries, crisis-alpha mandates, and quantitative-driven investments. We have a special touch for impact, AI, fintech, healthcare, quantitative hedge funds, urban development, and agritech.

Industries
Closed-end funds
  1. Executive Summary

  2. PPM (Private Placement Memorandums)

  3. DDQ (Due Diligence Questionary)

  4. LPAs (Limited Partners Agreement)

  5. Subscription Agreement

  6. Operating Company Agreement

  7. Decks

  8. Capitalization Table

  9. AI Matching Tool

  10. Financial Statements & Ratios

  11. Founders Video

  12. Mostly Off-Market with Lead Investor

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Invest for Impact.

Some of Our Current Mandates

Green-Tech Brand Raising €5M
a group of garlic
a group of garlic

A green-tech brand generating €5M in revenue aims to reach €20M by 2025 and €55M by 2026. With access to over 50 million hectares through Bayer CropScience and major projects like NEOM's 156 million square meters, the company is raising €5M to expand globally across urban and agricultural sectors, driving sustainable growth.

building covered in plants
building covered in plants
a room with many machines
a room with many machines
USDA Organic Supplement Brand

USDA Organic supplement brand with doubled growth year-over-year, reaching $2M in revenue in 2024 with $500K net income and 65% gross margins. With nationwide expansion into 650 Vitamin Shoppe locations set for early 2025, the company is raising a seed round to fuel marketing, product launches, and retail growth.

An AI-driven tool for e-commerce optimization is on track for $500K ARR by May, with over 1 million users and key clients like 1-800 Flowers and Ashley Furniture. With 16 trial customers expected to convert at 70%, the company is raising $5M at a $20M valuation to scale its reach in the growing AI-powered SEO market.

AI E-commerce Company Raising $5M
Mobile Operator Raising $3M
silver iPhone 6 on brown surfacde
silver iPhone 6 on brown surfacde

A profitable Mobile Virtual Network Operator (MVNO) offers wireless internet to RVs and underserved rural households, with $6.1M ARR in 2024 and 100% YoY growth. Utilizing multi-carrier coverage from Verizon, AT&T, and T-Mobile, the user-friendly “SIM-less” router ensures easy connectivity. The company targets a $94 billion market with 52 million potential customers, including 43 million rural households and 11 million RV owners.

space gray iPhone X
space gray iPhone X
a black and white image of a computer keyboard
a black and white image of a computer keyboard
Fintech Company Raising $3M

A fintech company is reinventing envelope budgeting by authorizing transactions in real time based on user budgets. It is growing 16-20% monthly, adding over 500 subscriptions in May, and nearing TRUE profitability with a projected $2M ARR in 2024. The company is raising $2-3 million to boost growth through marketing and team expansion, with angel funds already secured.

The first AI platform that autonomously generates complex business-grade software from simple prompts, cutting development costs by up to 90%. With partnerships in place, including a top European pharma company, it has onboarded 10 new clients in August alone. Projected revenue exceeds $30M by 2025 with over 90% gross margins. Raising its seed round to meet the growing demand for AI-driven software development.

AI Company Raising $10M
Biotech Brand Raising $5M
a close up of a cell phone with a black background
a close up of a cell phone with a black background

A biotech company is pioneering psilocybin-based therapies for eating disorders, with its lead product entering Phase 2 clinical trials. The proprietary formulation offers minimal side effects, addressing a market lacking effective treatments. With a strategic partnership for low-cost production and experienced leadership, the company is raising $5M to fund these crucial trials, positioning itself for significant valuation growth.

five green plants
five green plants
woman standing near body of water
woman standing near body of water
Biotech Brand Raising $5M

A biotech wellness brand has launched the first legal psychedelic micro-dose product, achieving 100% YoY growth with over 3,000 active customers and 85% gross margins. Positioned in the $34.4B functional mushroom and $4.8B psychedelic therapy markets, the company is backed by leading neuroscientists. Raising $5M to accelerate expansion in natural health and mental wellness.

An innovative wellness center offers IV therapy, peptide therapy, weight loss solutions, and biomarker testing, all under nurse-led supervision. $2M in revenue from its first location and a second location expected to generate $3.5M annually; self-funded and profitable. Forecasted revenue of $27M by 2026. Raising $4M to expand operations and franchise, positioning itself within the $5.6 trillion wellness market.

4o mini

Wellness Center Raising $4M