Raise documents that survive diligence.
Fixed-fee investor decks, term sheets, diligence supplements, and disclosure-disciplined IR for small-cap and tokenized-asset issuers — built by a practitioner, not a generalist agency.
$4M+ in completed raises supported · SEC-reporting disclosure discipline · Flat fees — never securities comp
Engagement Summary
Services
Investor Deck
Package
- LP-grade pitch deck, 12–15 slides
- White-background one-pager
- Presenter cheat sheet & objection guide
- Two revision rounds included
Full Raise
Documentation
- Term sheet — business terms
- NDA-gated diligence supplement
- Financial proforma model (Excel)
- Coordination with issuer counsel
- Deck package included
IR Foundation
Retainer
- Reg FD-disciplined shareholder response templates
- Press release drafting & architecture
- Milestone-based disclosure framework
- Priority same-week turnaround
Prefer it on one page? Download the service sheet (PDF)
Who we serve
OTC-quoted companies
Preparing raises, Regulation A offerings, or uplisting-readiness materials — and needing documents at the level of the deal.
RWA & tokenization companies
Gold, commodities, and real-estate tokenization teams with strong engineering and no in-house capital-markets documentation function.
Securities attorneys & IR firms
Firms that need a reliable production partner for client-facing business materials, on fixed fees and fixed deadlines.
Why it's different
Most raise documents are written by people who have never sat on the issuer side of a financing. The legal work is solid, but the business materials don't survive a fund reviewer's first pass — and that's where raises lose momentum.
This practice is built on direct operating experience: structuring documentation for live gold-backed digital asset programs, drafting board- and fund-reviewer-tested materials, supporting more than $4M in completed equity raises, and maintaining disclosure discipline for an SEC-reporting company.
Every document is written to survive diligence, not just look good in a first meeting.
Engagement terms — always
- Flat fees paid by the issuer. No compensation in securities, and none tied to stock performance or raise outcomes.
- Business documents only. Legal documents — subscription agreements, offering circulars — are issued by your counsel; we coordinate and support.
- No investor promotion or dissemination. We produce materials; the issuer and its counsel control distribution.
Tell us about the raise.
A 15-minute call is enough to scope the engagement and confirm the fee — in writing, before any work begins.
Book a 15-minute scoping call