Seed and Series A fundraising depends on showing a pipeline that matches the deck. The gap between a product worth backing and a pipeline worth funding is the most under-modelled risk at that stage. This firm was founded to close that gap, through a model that holds the consequences of its own recommendations.
The firm accepts a minority equity position because that structure ties compensation to one thing: annual recurring revenue growth that compounds.
The partnership structure follows from that. Fewer clients, deeper commitment. We operate as an embedded commercial function of the team, with a seat in the weekly review. The stake rises and falls with the pipeline. The incentive structure removes the gap between advice and execution.
The firm draws on five years originating enterprise pipeline at a fintech that scaled to unicorn status. The experience informed what separates companies that reach their next funding milestone from those that stall. Every engagement inherits that pattern recognition.
The equity component is a conviction signal. From the firm, on the client, at a specific moment in the growth curve. We accept the position because we underwrite the outcome the model projects.
Every equity partnership opens with a structured assessment: ARR history, net revenue retention, CAC/LTV, churn, capital structure, and cap table. The output is shared with the client. The framework is the one applied before underwriting any minority position. Commercial diligence, the kind a minority investor runs before writing a cheque.
Where the numbers do not support a partnership, the firm passes.
Operational and financial analysis only. Not financial advice.
The agency that designs your enterprise motion in Q2 lives with the consequences in Q8. An equity stake is the mechanism that keeps the firm in the room when the outcomes arrive, and the mechanism that lets the retainer halve at day ninety.
The firm carries the financial hit willingly. The work is optimised for one thing: the compounding ARR curve that makes the equity meaningful.
The math works for the founder who wants alignment through to outcome. Where it does not, the retainer path continues unchanged.
A thirty-minute conversation to assess mutual fit. A direct read on whether the engagement would move the numbers that matter.