Market trust is earned.

Here is a long list of customers who have worked with us from startups to established companies.
restaurant

Type:

M&A

Industry:

Automotive

Deliverables:

• Pitch Deck • Market Research • Financial Model
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Pitch deck and financial model to help a top grossing Mercedez-Benz dealership in California secure funding to acquire a chain of dealerships.

restaurant

Type:

Bank Loans

Industry:

Manufacturing

Deliverables:

• Business Plan • Market Research • Financial Model
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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.

restaurant

Type:

Series B

Industry:

Electronics

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

restaurant

Type:

Angel Investment

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

restaurant

Type:

Series B

Industry:

Energy Storage

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

restaurant

Type:

Series A

Industry:

Medical Devices

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

restaurant

Type:

Series A

Industry:

Medical Devices

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

restaurant

Type:

Bank Loans

Industry:

Real Estate

Deliverables:

• Pitch Deck • Feasibility Study • Market Research
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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.

led lighting

Type:

Enterprise

Industry:

Real Estate

Deliverables:

• Business Plan • Feasibility Study • Financial Modeling
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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.

icon

Type:

Angel Investment

Industry:

Consumer Medical Devices

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

Type:

M&A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

truck

Type:

Series A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

money watches

Type:

Private Equity

Industry:

Healthcare Services

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

the eye book

Type:

Series A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

plaster

Type:

Series A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

energy drink

Type:

Series A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

edu energy solution

Type:

Series A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

upload

Type:

M&A

Industry:

E-commerce

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

Type:

B2B SaaS

Industry:

Healthcare Consulting

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

a&p energy solution

Type:

Seed Round

Industry:

AgriTech

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

great seal of the state of florida

Type:

Series A

Industry:

Digital Consulting

Deliverables:

• Pitch Deck • Market Research • Financial Modeling
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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.

sony

Type:

Series A

Industry:

Media Technology

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

natur zone

Type:

Private Equity

Industry:

FinTech

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

merrill lynch

Type:

Series A

Industry:

Digital Health

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

logo

Type:

Private Equity

Industry:

Renewable Energy

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

the eye book

Type:

Series A

Industry:

Marketplace

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

plaster

Type:

Private Equity

Industry:

Healthcare Services

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

cara

Type:

Venture Capital

Industry:

Biotechnology

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

sab energy solution

Type:

Series A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

rew energy solution

Type:

Strategic Planning

Industry:

Water Technology

Deliverables:

• Strategic Plan • Market Research • Financial Model
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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.

tan energy solution

Type:

Seed Round

Industry:

Marine Services

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

pla energy solution

Type:

Series A

Industry:

Cryptocurrency

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

ivi

Type:

Series A

Industry:

B2B SaaS

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

snap

Type:

Angel Investment

Industry:

Blockchain

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

apricus bio

Type:

Series A

Industry:

Digital Health

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

preppy planet

Type:

Angel Investment

Industry:

FinTech

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

led lighting

Type:

Investment Fund

Industry:

Real Estate

Deliverables:

• Investment Memorandum • Market Analysis • Financial Model
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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.

aut energy solution

Type:

Series A

Industry:

FinTech

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

truck

Type:

Private Equity

Industry:

Financial Services

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

frugo

Type:

Private Equity

Industry:

Pharmaceuticals

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.

money watches

Type:

Angel Investment

Industry:

Consumer Technology

Deliverables:

• Pitch Deck • Market Research • Financial Model
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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.


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