Seed and Series A fundraising depends on showing a pipeline that matches the deck. The gap between a product worth backing and a pipeline worth funding is the most under-modelled risk at that stage. This firm was founded to close that gap, through a model that holds the consequences of its own recommendations.
The firm accepts a minority equity position because that structure ties compensation to one thing: annual recurring revenue growth that compounds.
The partnership structure follows from that. Selective by fit, committed in full. We operate as an embedded commercial function of the team, with a seat in the weekly review. The stake rises and falls with the pipeline. The incentive structure removes the gap between advice and execution.
The firm draws on the years its founder spent inside the revenue engine of a fintech that reached unicorn status, where what separates the companies that compound from the ones that stall became impossible to miss. Every engagement inherits that pattern recognition.
The equity component aligns the firm with the outcome the model projects, taken at a specific moment in the growth curve. We accept the position because we underwrite that outcome.
Every equity partnership opens with a structured assessment: ARR history, net revenue retention, CAC/LTV, churn, capital structure, and cap table. The output is shared with the client. The framework is the one applied before underwriting any minority position. Commercial diligence, the kind a minority investor runs before writing a cheque.
Where the numbers do not support an equity position, the firm does not take one.
Operational and financial analysis only. Not financial advice.
The motion designed at the start of an engagement compounds over the years that follow, long after the engagement ends. An equity stake keeps the firm in the room when those outcomes arrive, and lets the retainer halve at day ninety.
The firm carries the financial hit willingly. The work is optimised for one thing: the compounding ARR curve that makes the equity meaningful.
The math works for the founder who wants alignment through to outcome. Where it does not, the retainer partnership continues at the same standard and the same commitment. A stake reflects fit and stage, not the depth of the firm's belief in the company.
A thirty-minute conversation to assess mutual fit. A direct read on whether the engagement would move the numbers that matter.