Services

  • Interim CFO services & financial leadership
  • Budgeting, forecasting & operational efficiency
  • ERP/CRM systems advisory & implementation planning

  • LBO modeling & valuation prep
  • Debt structuring strategy & due diligence support
  • All sourcing & execution routed through Raises.com LLC

  • Strategy for private placements & exempt offerings
  • Investor materials & structuring prep
  • Full raising & placement via Raises.com LLC

  • 506(c) & Reg D documentation support
  • PPM drafting & compliance advisory
  • Capital raise execution through Raises.com LLC

  • CRE debt & equity financing strategy
  • Lender matching & term sheet prep
  • All financing & raising via Raises.com LLC

  • Target identification & valuation modeling
  • Deal structuring & due diligence prep
  • Capital & execution routed through Raises.com LLC

  • Senior/mezzanine debt advisory
  • Buyout structuring & leverage modeling
  • Raising routed through Raises.com LLC

  • Real estate fund structuring preparation
  • Investor materials & proforma development
  • Fund raising via Raises.com LLC

  • Financial systems & treasury management advisory
  • Fintech stack optimization & automation planning
  • Process digitization & tech-enabled improvements

  • Arbitrage (triangular, swap, cross-platform)
  • Market making & liquidity provision
  • Leveraged strategies (futures, options, margin)
  • Crypto & DeFi positions (firm account only)

Fixed-fee preparatory advisory and strategic consulting. Proprietary investment execution for the firm's account only. All capital raising, fundraising, securities placement, and deal execution activities are routed through Raises.com LLC.

Regulatory Reminder: No transaction-based compensation, no direct capital raising, no loan origination, no unlicensed securities activity. Proprietary & alternative product trading is firm-only.
Execution Focus

Strategy, modeling, documentation & systems advisory — execution routed compliantly.

Proprietary Execution

Firm capital in high-conviction opportunities across markets & digital assets — no client funds involved.