Capital Advisory:

strategy, outreach & negotiation-end to end

We design the capital route, build lender-grade materials, run outreach, compare term sheets, and close—aligned to your 13-week cash and growth plan.

Capital Advisory

Retainer tiers (what you get at each level)

Tier Monthly Retainer Best Fit Core Scope
Core $3,500/Mo Sub-$3M revenue; one primary initiative Capital readiness, KPI dashboard basics, light lender/investor outreach
Growth $7,500/Mo ~$3-15M; multiple workstreams Full capital stratefy, materials (teaser/CIM), active outreach & meetings, data room build
Scale $12,500 + /Mo $15M+ or complex transactions Bank process orchestration, investor roadshow, diligence coordination, negotiation support
Choose your plan