Track Record
Tombstones.
A working ledger.
Selected mandates across crowdfunding, private placements, RTO, M&A, and LBO. Placeholder names shown for confidentiality.
Reg D 506(c)2025
Helios Robotics
Robotics
$42M
Sole placement agent
Series D2025
Maravel Bio
Biotech
$110M
Co-placement agent
Reg S2025
Northwind Analytics
Data / SaaS
$28M
Lead arranger
Crowdfunding2024
Cobalt Mobility
EV
$4.8M
Lead manager
Pre-IPO placement2024
Lighthouse AI
AI infra
$85M
Sole advisor
RTO2024
Stratum Energy
Energy
$66M
Lead advisor
Reg D 506(b)2024
Verity Health
Healthtech
$22M
Placement agent
LBO2024
Ironclad Logistics
Logistics
$180M
Sell-side advisor
Reg D 506(c)2023
Tessera Materials
Materials
$36M
Sole placement agent
Crowdfunding2023
Aperture Studios
Media
$2.4M
Lead manager
Reg S2023
Borealis Fintech
Fintech
$54M
Co-lead
M&A2023
Harbor & Crane
Industrials
$240M
Buy-side advisor