Offering Materials

Investor-ready,
drafted in-house.

Decks, memoranda, term sheets, and models — written by ex-banker practitioners, designed by our studio, and reviewed alongside your counsel.

12–20 slides · narrative + design

Investor deck

A structured investor narrative with clean charts, polished design, and a sequenced ask. The first thing a prospect sees.

Reg D / Reg S long form

Information memorandum

Long-form disclosure document with company, market, financials, risk factors, and offer terms. Counsel-reviewed.

Clean, lawyer-aligned

Term sheet

Concise terms covering valuation, instrument, rights, and closing mechanics — pre-cleared with your counsel.

Three-statement · sensitivity · waterfall

Financial model

Auditable, well-commented model with scenario toggles and a returns waterfall for investors and internal planning.

Workflow

From brief to investor-ready in two weeks.

01
Brief
Kick-off, data request, positioning
02
Draft
Narrative + numbers, first cut
03
Design
Studio layout and chart pass
04
Review
Counsel + internal sign-off
05
Ship
Final pack, data room loaded

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