Capital advisory · Salt Lake City
We help founders sharpen their story, find the right investors, and close their raise — guided by operators who've done it themselves.
Trusted by 270+ founders · $315M raised by client companies
How we work
We learn your business, your team, and what makes you genuinely compelling — not just to us, but to investors.
We sharpen your story and your ability to tell it — pitch, strategy, positioning, whatever it takes to help you stand out. The honest truth, not flattery.
We open doors to investors actively looking for opportunities like yours, and help you tell your story.
Selected clients
Beyond the raise
We've built, run, and exited businesses ourselves. That experience shows up across strategy, operations, and everything it takes to build a company that lasts — not just to raise money.
The full arc — from vision and priorities to execution planning. We help teams see the whole board and choose the right moves.
Positioning, channels, sales motion, and launch playbooks. Getting from first customer to first hundred to first thousand.
Where the product actually meets the market — and where it doesn't. Finding the signal and acting on it decisively.
Decades of experience with FDA, EPA, USDA, and EU approvals across life sciences, healthcare, and consumer products.
Grounded pricing strategy and bottom-up TAM/SAM analysis. The kind of work investors and boards actually rely on.
Complex capital structures made simple. Convertibles, SAFEs, warrants, secondaries, and everything in between.
Buy-side and sell-side transactions from LOI through close. We've been on both sides and know where value is made — or lost.
How to win against alternatives, incumbents, and new entrants. Positioning, moats, and the choices that decide outcomes.
Bottom-up models, unit economics, and forecasts investors can actually stress-test. Clean assumptions, defensible outputs.
Not sure yet?
A 10-minute assessment scoring you across five investor criteria — with a report on where to focus next.
Take the assessment →Ready to talk?
Tell us about your raise. We'll tell you, honestly, whether and how we can help.
Book a call →