Services

From not-ready to funded.

Capital raising is a relationship funnel. It takes two things running in parallel: a disciplined investor process, and a business that keeps building momentum. We run the process. You build the company. That's the work.

Readiness first

Investor-readiness diagnostics

Before you spend months raising, we find out whether you're actually ready. The Deck Review is a personal, written read from Joe against the framework investors actually use. The 8 Fits MRI scores you across the eight dimensions that decide whether they fund. Then we fix what they reveal, upstream, before any investor sees you.

The materials

Investor pitch decks

Twelve slides built on a modified Sequoia flow investors already recognize, with narrative headlines that tell the story on their own. Written for the 45-second phone scan that decides whether your deck earns the next two minutes, and the meeting after that.

The differentiator

The Raise Page

A web-native, phone-first microsite, personalized for each investor you pursue. Branded to you, tailored to them. One link per investor. Two-minute read. A campaign-grade asset no generic deck designer can produce, and the one thing investors haven't seen from a first-time founder.

The engine

Capital campaign management

A real investor process. Not "hoping our way to a close." We source and build a target list of qualified investors, run a disciplined outreach sequence, field the "apply on our site" requests, manage the funnel, and keep momentum visible through weekly investor updates, all the way to close.

Ongoing

Founder advisory

A candid, experienced thought partner for the hardest decisions of your first raise: round terms, investor selection, traction strategy, and the judgment calls that shape every round after this one. 25 years of early-stage experience and 10,000+ pitches reviewed behind every conversation.

Capital raising is hard, but it's not magic. It's a relationship funnel that takes disciplined process, real momentum, and constant pressure on both sides: the investor pipeline and the business itself.
The arc

What a disciplined raise looks like.

Three phases. One outcome.

01

Build the pipeline

Get on the radar of well-targeted angels and VCs. Prove you're worth a meeting before you ask for one.

02

Convert to meetings

Turn awareness into calendar invites. Create momentum the funnel can feel. Investors lean in.

03

Close the round

Term sheets, clean terms, and a story strong enough that the next round is already easier than this one.

Start with the free diagnostic.

The 8 Fits MRI tells you where you stand before you commit to a raise. It's the natural first step.

Take the free MRI →