Market trust is earned.

Pitch deck and financial model to help a top grossing Mercedez-Benz dealership in California secure funding to acquire a chain of dealerships.

Created comprehensive funding materials for a well-established Eastern European bus manufacturer seeking to expand their electric bus production and distribution. Their strategic plan focused on scaling manufacturing capabilities and expanding their distribution network across Europe to meet growing demand for sustainable public transportation.

Created investment materials for an innovative hardware technology company specializing in customizable control consoles for creative professionals. Their product line spans from entry-level to professional-grade devices, integrating seamlessly with industry-standard software for photo editing, video production, streaming, and content creation.

Developed strategic funding materials for a pioneering real-time endpoint management platform that enhances and complements Microsoft Intune. Their technology provides comprehensive multi-tenant unified endpoint management capabilities, offering advanced security and management features for enterprise IT environments.

Created investment materials for an innovative battery technology company developing high-performance rechargeable batteries. Their proprietary POTERE battery technology offers superior efficiency and performance, positioning them as a leader in the growing sustainable energy storage market.

Created investment materials for a revolutionary telemedicine device company that enables comprehensive remote patient examinations. Their proprietary technology bridges the gap in virtual healthcare by allowing clinicians to capture vital signs and perform detailed clinical assessments remotely, transforming the capabilities of telehealth consultations.

Created investment materials for a revolutionary telemedicine device company that enables comprehensive remote patient examinations. Their proprietary technology bridges the gap in virtual healthcare by allowing clinicians to capture vital signs and perform detailed clinical assessments remotely, transforming the capabilities of telehealth consultations.

An established real estate focused bank was in need of material for their projects and sought a reliable partner to assist them on a regular basis to create investor ready presentations.

A large real estate development conglomerate was seeking to raise a bond to finance the development of a Mandarin Oriental in a major US city and needed materials to present.

Created investment materials for a doctor-founded women's health company revolutionizing menstrual care through innovative medical devices and educational resources. Their holistic approach combines clinically-backed pain management solutions with comprehensive period health education, addressing a significant gap in women's healthcare.

Created comprehensive M&A materials for an established enterprise ERP provider with a 39-year track record serving aerospace, defense, and manufacturing industries. Their integrated software platform provides end-to-end solutions for MRO, manufacturing, supply chain logistics, and financial management across multiple high-value industrial sectors.

Created strategic funding materials for a sophisticated iPaaS (Integration Platform as a Service) company enabling seamless enterprise data synchronization. Their low-code platform uniquely combines pre-built connectors with powerful automation capabilities, allowing businesses to rapidly deploy and manage complex integrations across their technology stack.

A chain of urgent care clinics in the Northeast had a uniquely positioned business model and was seeking funding to expand their business and needed a set of investor presentation materials to assist them.

Developed strategic funding materials for an integrated practice management platform that streamlines professional service operations. Their all-in-one solution uniquely combines client onboarding, workflow automation, document management, and payment processing, enabling firms to scale efficiently while improving client experience.

Created comprehensive investment materials for an AI-powered healthcare workforce optimization platform seeking to scale their innovative solution. The platform uniquely combines scheduling, capacity planning, and supply chain management to transform operational efficiency in healthcare delivery.

Developed strategic investment materials for a revolutionary AI-powered drug discovery platform that dramatically reduces R&D costs and risks in pharmaceutical development. The technology enables pharmaceutical companies to pursue challenging drug targets and expand their IP portfolios while rescuing failed clinical trials.

Created funding materials for an innovative conversational AI company that has developed advanced natural language technology for sales and customer service automation. Their proprietary DISA platform handles complex B2B and B2C sales conversations, representing a significant advancement in automated sales processes.

Developed comprehensive M&A materials for a successful direct-to-consumer brand specializing in premium automotive seat protection products. The company had established strong market positioning in the durable seat cover segment with products engineered for active lifestyles and pet owners.

Created comprehensive business plan and financial model for an established healthcare consulting firm to modernize their internal software systems. The project focused on integrating their forensic economic analysis, medical coding audits, and future medical expense calculations into a streamlined digital platform to enhance operational efficiency.

Developed strategic funding materials for an innovative agri-tech platform that connects and streamlines the agricultural ecosystem. Their pioneering solution addresses critical industry challenges by providing farmers with access to formal credit, real-time price intelligence, market discovery tools, and supply chain optimization capabilities.

Created investment materials for a customer-centric digital innovation consultancy that combines business strategy, technology implementation, and user experience design. Their unique approach bridges complex technical solutions with meaningful business outcomes, focusing on sustainable growth and digital transformation.

Developed strategic funding materials for a cutting-edge cloud-native video collaboration platform that revolutionizes remote production workflows. Their technology enables high-resolution, low-latency collaboration for creative professionals, transforming how video content is produced in real-time.

Created comprehensive investment materials for a sophisticated stock trading platform that combines real-time scanning, custom algorithm development, and advanced market data analysis. The platform uniquely offers unlimited algorithm creation capabilities and comprehensive market coverage including pre and post-market data, positioning it as a premium tool for both novice and experienced traders.

Developed strategic funding materials for an innovative digital health platform revolutionizing the specialty pharmacy experience. Their technology streamlines medication management and enhances patient care coordination, addressing critical gaps in the traditional specialty pharmacy model to improve healthcare outcomes.

Created investment materials for a fast-growing residential solar installation company with a strong focus on customer service and community impact. The company has built a scalable business model across multiple locations, combining sustainable energy solutions with a customer-centric approach to solar adoption.

Crafted strategic funding materials for a digital marketplace platform revolutionizing the beauty and wellness industry in the UAE. Their technology connects customers with verified beauty, health, and fitness professionals for both at-home and in-salon services, while providing service providers with comprehensive business management tools and marketing support.

Developed investment materials for an established healthcare provider network focused on integrated care delivery and patient-centric services. Their model emphasizes strong relationships between primary care physicians, specialists, and patients, supported by modern digital infrastructure for seamless care coordination.

Created investment materials for an innovative biotech company leveraging deep expertise in glycolipid biology to develop breakthrough therapies for rare genetic diseases. Their capital-efficient business model combines internal expertise with strategic partnerships across academia and contract research organizations to accelerate drug development.

Developed strategic funding materials for a SaaS platform that automates and integrates employee lifecycle management across multiple business functions. Their solution uniquely bridges the gaps between HR, IT, and Finance systems, significantly reducing manual processes and improving operational efficiency.

Created comprehensive strategic planning materials for an innovative water technology company that enhances water quality through natural energetic restructuring methods. Their unique approach improves water's beneficial properties without chemical additives or filtration, targeting both residential and commercial applications.

Developed early-stage funding materials for a premium marine services company revolutionizing the boat and yacht maintenance industry. Their comprehensive care platform streamlines vessel maintenance, management, and service coordination for boat and yacht owners, addressing a significant gap in the luxury marine market.

Created investment materials for an established cryptocurrency wallet platform with a proven track record in secure digital asset management. Their user-friendly interface and robust security protocols have earned them a trusted position in the crypto ecosystem, serving millions of users globally since 2015.

Developed strategic funding materials for an AI-powered data analytics platform that transforms experience data into actionable insights. Their technology seamlessly integrates with existing tech stacks to enhance employee engagement, performance management, and customer satisfaction metrics through advanced AI analysis.

Developed investment materials for an innovative blockchain presale launchpad platform that connects early-stage crypto projects with investors. Their technology provides a secure and compliant environment for token presales, offering detailed project vetting, smart contract security, and seamless integration with major blockchain networks.

Created strategic funding materials for a digital health platform revolutionizing testosterone replacement therapy through personalized treatment plans. Their telehealth approach combines expert medical consultation with convenient access to UK-licensed medications, addressing a critical gap in men's healthcare delivery.

Developed investment materials for an innovative payment gateway that simplifies online transactions by enabling direct bank account payments. Their technology streamlines e-commerce and bill payments through seamless bank account integration, providing a frictionless alternative to traditional payment methods.

Created comprehensive fund materials for an established real estate investment firm specializing in high-yield opportunities across complex market sectors. Their unique approach combines deep domain expertise in real estate development with strategic alternative investments, supported by robust in-house legal and accounting capabilities.

Developed strategic funding materials for a fintech platform revolutionizing cash logistics and payment solutions across South America. Their technology streamlines cash pickup, management, and disbursement processes for businesses, addressing critical security and efficiency challenges in cash-heavy economies.

Created investment materials for an established wealth management firm specializing in comprehensive retirement planning and advisory services. Their personalized approach combines customized retirement strategies with ongoing client support, positioning them as a trusted partner in retirement preparation across multiple market segments.

Created comprehensive investment materials for a specialized biopharmaceutical company with an established product portfolio in urology and rheumatology. Their lead product, Vitaros®, has achieved market approval in key regions, with a robust pipeline of treatments targeting multiple high-value therapeutic areas.

Developed early-stage investment materials for an innovative consumer product identification company addressing waste reduction in group consumption settings. Their technology provides unique solutions for tracking individual ownership of packaged foods and beverages, targeting both direct consumers and CPG brands to reduce confusion-related waste.