Capital Advisory
Our programs are modular. Each engagement delivers investor-grade clarity on a defined timeline, from first diagnostic to full financing readiness.
Packages Overview
Package A — Readiness Sprint
30 DaysOutcome:
A complete investor-readiness baseline and narrative in four weeks.
Includes:
Capital-Readiness Diagnostic™, investor-grade deck and one-pager, scenario map, and data-room starter kit.
Package B — Raise-Ready / Bid-Ready
10–12 WeeksOutcome:
From technically sound to fully financeable — model, structure, and diligence framework aligned.
Includes:
Financial Model Overhaul, Capital Structure & Economics Strategy, Data-Room QA, optional Proof Kit.
Package C — Execution Continuity
3–6 MonthsOutcome:
Maintain capital-market confidence between gates.
Includes:
Monthly KPI dashboard, model variance, diligence log, and board-style updates.
Need a targeted acceleration? Explore our Boosters below.
Core Services
Capital-Readiness Diagnostic™ (CRD)
Benchmarks your project against what capital expects — financial robustness, technical maturity, permitting pathway, governance, and clarity of communication.
Delivers a readiness score, roadmap, and 6–12-week action plan to reach "investor-grade."
Financial Model & Scenario Overhaul
Rebuilds your model to investor standards: transparent structure, clear drivers, sensitivities, and documented logic.
Accelerates diligence and unlocks lender comfort.
Capital Structure & Economics Strategy
Designs the optimal financing pathway — sequencing equity, debt, and incentives to minimize dilution and cost of capital.
Output: Financing memo, cap-table impacts, and milestone funding map.
Investor Narrative & Presentation Advisory
Transforms technical data into a capital-market story that survives the first five minutes of any IC meeting.
Deliverables: Narrative spine, 20–25 slide deck, one-pager, FAQ pack, and coaching session.
Data-Room Architecture & QA (Advisory-Only)
Creates the diligence framework — structure, naming, QA rules — and trains your team to maintain it.
Issuer hosts and controls access (compliance-safe).
Stakeholder, Regulatory & Community Strategy
Engineers license-to-operate confidence by mapping who matters, what they need, and the proofs that earn "yes."
Deliverables: Stakeholder map, risk heatmap, benefits ledger, proof plan, engagement pack.
Execution Continuity
Keeps story, KPIs, and evidence synchronized until your next capital event.
Monthly KPI dashboard, risk register, deck delta pack, and board-style briefs.
Process Timeline
Diagnose
Assess and score readiness
Align
Rebuild model, structure, and narrative
Position
Link proofs and evidence to capital milestones
Execute
Maintain investor confidence through Continuity
Diagnose
Assess and score readiness
Align
Rebuild model, structure, and narrative
Position
Link proofs and evidence to capital milestones
Execute
Maintain investor confidence through Continuity
Outcomes
Solar + Storage
Staged equity then project debt → DSCR + 0.2× · ~12–18% less dilution
Bulk Terminal
Throughput-backed term debt → contingency down · faster credit committee approval
Lithium Concentrator
Pilot grant + offtake-linked convert → better terms · IRR + 3–5 pts
Who We Serve
Energy
Logistics
Infrastructure
Critical Minerals
We work with developers and operators approaching key inflection points — pre-raise, pre-procurement, or pre-debt screen.
If you're within 90 days of a financing or approval gate, start with a Readiness Sprint.