Portfolio
Every company here is one we worked on ourselves — as co-founder, as fractional leadership, or as the team that structured the capital. Open any card to read what we actually did.
2024 · B2B SaaS
Go-to-market roadmap, investor narrative, and corporate structuring.
Prospex came to us pre-seed with a strong product and no investor-ready narrative. We rebuilt the data room, sharpened the raise story, and ran the process end to end through close. Ongoing work covers corporate structuring and executive performance coaching.
2023 · Regen
Lead capital advisory and investment memorandum for a regional ecosystem fund.
A multi-stakeholder regeneration vehicle needed an institutional-grade memorandum before it could approach sovereign and family-office capital. We built the $200M financial architecture and now manage institutional investor relations as the program scales across the region.
2024 · Deep tech
Capital readiness and transaction advisory for a quantum energy pioneer.
We built the financial model and strategic plan for a high-stakes institutional funding cycle, preparing a frontier energy technology for investors who expect rigor.
2023 · Deep tech
Fractional CFO and governance through a sensitive institutional raise.
Operating under national-security scrutiny, Solaryn needed governance that could survive institutional diligence. We ran the finance function through the close of $1.3M and established the corporate controls required for defense contracts.
2022 · Fintech
Fractional CEO professionalizing a wellness-focused micro-VC.
We stepped in as fractional CEO to bring institutional operating discipline to a founder-led investment vehicle — from reporting cadence and LP communication to portfolio oversight and strategic direction.
2024 · Education
Strategic fundraising and institutional partnership advisory.
We lead global capital initiatives that expand international cooperation programs, working with university leadership to secure partnerships across multiple institutions.
2021 · Sustainability
Strategic finance from early pilots through city-scale partnership.
Co-built alongside the founding team from bayou-scale pilots, we've stayed on as fractional finance leadership while the venture negotiates university collaborations and municipal-scale resilience partnerships.
2022 · Consumer
Growth and go-to-market advisory for a Blue Zone spring water brand.
We support B2B programs, compliance, and distribution as the brand supplies certified Nicoya mountain spring water nationwide across Costa Rica.
