THESIS FOR FOUNDERS, EXECUTIVES & GPS
We Will Help You Raise Your Next $10M ‒ $1B+
Read our thesis deck for all details & then schedule your call on the next page
Talk with one of our advisors with decades of experience in
investment banking to see how we can help you secure your round.
Engagements
Cura Credit Plus
Company Type:
Biotech
Round Target:
$15,000,000
Result
Non Disclosed

Strategem
Company Type:
Fund
Round Target:
$100,000,000
Result
Non Disclosed

Foi Real Estate Fund
Company Type:
Real Estate / Hospitality Fund
Round Target:
$500,000,000
Result:
In Progress
The Modern Investor X Fn Capital
Company Type:
Trading Software & AI
Round Target:
$200,000,000
Result:
1,500+ investors signed. Over $200M in managed capital.
5D Financials
Company Type:
Private Equity
Round Target:
$120,000,000
Result:
$120M raised within the first 6 months and $250M in pipeline value.

Shepherd Premier Senior Living
Company Type:
Real Estate & Hospitality
Round Target:
$60,000,000
Result
Non Disclosed
The Investment Club
Company Type:
Financial Network & Education
Round Target:
$3,000,000
Result:
Initial raise of $3M in growth capital. Then an additional 1,400 private investors signed with a net worth between $1M and $1B during the first year of development.
Yanus
Company Type:
Artificial Intelligence
Round Target:
$60,000,000
Result
Non Disclosed
Cura Credit Plus
Company Type:
Biotech
Round Target:
$15,000,000
Result
Non Disclosed

Strategem
Company Type:
Fund
Round Target:
$100,000,000
Result
Non Disclosed

Foi Real Estate Fund
Company Type:
Real Estate / Hospitality Fund
Round Target:
$500,000,000
Result:
In Progress
The Modern Investor X Fn Capital
Company Type:
Trading Software & AI
Round Target:
$200,000,000
Result:
1,500+ investors signed. Over $200M in managed capital.
We Booked Meeting With
Talk with one of our advisors with decades of experience in
investment banking to see how we can help you secure your round.
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