Selected Engagements

Companies that moved beyond the MVP.

A representative sample of the post-traction founders we've partnered with. Confidential engagements not shown.

B2B SaaSSeries A · $14M raised

Northwind Operations

Vertical SaaS for industrial operators. We installed a fractional CMO, restructured pricing, and led the Series A process — closing 4.2x oversubscribed.

ARR
$1.2M → $7.8M
NRR
118%
Time to close
11 weeks
FintechStrategic Acquisition

Meridian Capital Markets

Embedded compliance platform. Our partners structured a strategic round with two anchor investors that became the foundation for a 9-figure acquisition 18 months later.

Round size
$22M
Acquisition
$140M
Hold period
18 mo
Consumer HealthReg A+ · $11M raised

Lumen & Lark

DTC wellness brand with rabid customer base. We architected a Reg A+ campaign that converted 4,800 customers into shareholders while doubling top-line revenue.

Investors
4,800+
Revenue lift
2.1x
CAC reduction
−38%
HealthtechSeries A · $18M raised

Vertex Clinical AI

AI-assisted diagnostics platform. Fractional CFO and General Counsel from our bench prepared the company for institutional diligence; led by a tier-one health VC.

Pilots
3 → 27
Round multiple
3.8x
Lead investor
Tier-1 VC
ClimateStrategic + Project Finance

Halcyon Energy Systems

Grid-scale storage developer. Blended strategic equity with project debt; our team negotiated the corporate structure and offtake agreements in parallel.

Total capital
$48M
Offtakes
5 utilities
Pipeline
1.2 GWh
MarketplaceSeed Extension · $6M raised

Atelier Trade

B2B materials marketplace. Fractional CEO restructured the operating model; we ran a tight extension with three thesis-aligned funds in 7 weeks.

GMV
$3M → $19M
Take rate
8.4%
Investors
3 funds

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