Backing category-defining ventures through strategic capital and operational excellence.
SaaS
Strategic execution and capital advisory for a B2B AI leader. Architected the GTM roadmap and optimized investor narratives to secure a $600K seed round. Ongoing mandates include corporate structuring and executive performance coaching.
Regen
Lead Capital Advisory for a regional regenerative ecosystem. Engineered the complex $200M financial architecture and investment memorandum. Managing institutional investor relations to facilitate large-scale bioregional deployment.
DeepTech
Capital Readiness and Transaction Advisory for a quantum energy pioneer. Engineered the financial infrastructure and strategic roadmap to navigate a high-stakes institutional funding cycle.
DeepTech
Fractional CFO and Structural Architecture for an AGI & Defense venture. Managed the closing of $1.3M in funding while establishing the robust corporate governance and financial controls required for national security contracts.
FinTech
Operational Leadership and Strategy for a wellness-focused Micro-VC. Providing Fractional CEO services to professionalize the investment vehicle and optimize portfolio performance through strategic oversight.
Regen
Strategic Fundraising and Institutional Partnership advisory. Orchestrating global capital initiatives to expand international cooperation programs and secure multi-lateral strategic partnerships.
DeepTech
Strategic finance and partnership advisory for a Houston venture merging Deep-Tech with sustainability—supporting regenerative urban pilots, university collaborations, and institutional narratives behind initiatives from bayou agriculture to community-scale resilience.
Visit siteRegen
Growth and go-to-market advisory for a Nicoya Blue Zone natural spring water brand. Supporting B2B programs, compliance-forward positioning, and scalable distribution narratives as they supply certified mountain spring water nationwide across Costa Rica.
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