Raise · Capital & M&A
Get the deal done at the level the biggest deals are done.
Seven years in technology investment banking. $200B+ in transactions advised — Broadcom/VMware at $61B, KKR, ClassPass, Vroom. The same discipline, now at startup scale and AI speed.
01
M&A Advisory
Sell-side and buy-side, run like an institution.
Process, structuring, and negotiation from someone who has sat on the biggest deals in technology — now scaled to a founder's transaction.
$61B Broadcom/VMware · $10.3B Broadcom/Symantec
- Sell-side & buy-side M&A process management
- Deal structuring and term negotiation
- Valuation and positioning
- Buyer / acquirer outreach and management
02
Fundraising
Raise on institutional terms, not founder guesswork.
From narrative and model to investor process and close — the fundraise run as infrastructure, not a scramble.
$800M KKR raise · Series A–C · strategic rounds
- Series A–C, strategic and inside rounds
- Investor narrative and deck
- Data room preparation
- Round structuring and negotiation support
03
Diligence & Data Rooms
Find what others miss. In hours, not weeks.
AI agents that ingest, cross-reference, and surface risk across hundreds of documents — the rigor of a $61B diligence process, at startup scale.
600 documents → fraudulent conveyance identified → under 1 hour
- Automated document ingestion and classification
- Cross-reference risk analysis with source citations
- Buy-side and sell-side diligence prep
- Virtual data room setup and management
The agentic edge
The diligence a bank staffs a team on for weeks, one operator runs in an afternoon — because the reading is done by agents.
Raised the capital? Now run it. Run →
Start your raise.
$20K–$250K. Seed through Series B. Scoped to what you actually need.
Start a raise →Deploy →