Curated Private Opportunities. Institutional-Grade Execution.
Investment, Funding and Capital to Increase Growth and Value
Funding, Growth Strategies, Support
Due Diligence
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Revenue Growth
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Debt and Capital
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Full-Cycle Transaction Support
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Corporate Partnership Development
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M&A Planning and Execution
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Due Diligence ● Revenue Growth ● Debt and Capital ● Full-Cycle Transaction Support ● Corporate Partnership Development ● M&A Planning and Execution ●
Artificial Intelligence
CyberSecurity
Life Sciences
Climate Technology
Crypto/Web3
Our approach involves a thorough understanding of your business goals, target markets, growth plan, and the competitive landscape. We work closely to identify areas for improvement and to develop a roadmap to success that is tailored to your unique needs.
We are hands-on partners with a clear understanding of your priorities, capital needs, and growth ambitions. If you’re ready to scale thoughtfully and unlock your next chapter, let’s talk.
Capital Formation and Funding
We bring an operator and investor lens to sourcing, diligence, and portfolio value creation. We identify and underwrite high-conviction opportunities, build theses around teams, markets, and business models, and stay close to the companies we back by helping them scale revenue, raise follow-on capital, and navigate M&A and liquidity events.
Transaction Preparation and Execution
We work with you to prepare and execute strategic transactions, including M&A and equity or debt financing. Our work spans deal readiness (positioning, materials, and financials), investor and buyer outreach, process management, and support through term sheet, diligence, and closing so you can focus on running the business while we help you get the deal done.
Growth
Strategy
We will work with you to develop a comprehensive business strategy that aligns with your long-term goals.
Global
Expansion
We assist businesses with expanding their operations into new markets globally. We help you identify new markets, conduct market research, and develop market entry strategies that will drive growth and increase revenue.
Go-to-Market
Planning
We help businesses develop effective go-to-market plans that optimize corporate and product launch, marketing, and sales efforts.
Our Team
Monette Stephens
Technology and capital-markets investor and advisor focused on capital formation, transaction readiness and execution and diligence. With multiple IPO and M&A exits, she helps founders and boards navigate complex deals, scale globally, and close transformative transactions.
Managing Partner
Shoba Viswanath
Experienced investor and strategic advisor with a track record of driving significant financial growth and navigating complex deal structures within the technology sector. Her expertise spans early-stage mentorship to pre-IPO investing, characterized by a hands-on approach to scaling innovative ventures.
Managing Partner
