Services
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Services

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Investment Materials

Holistic insights, including feasibility reports and primary research, aimed at strategic positioning and fundraising.

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Market Research

Detailed strategic planning storified to communicate value, objectives, and raise capital

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Strategic Advisory

Dynamic positioning and fundraising strategies for growth-stage startups and SMBs.

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Investor Relations

Tailored communications and strategies to build trust, manage expectations, and foster long-term investor partnerships.

12

Years of experience

84+

Projects completed

$1b

Raised by clients to date

94%

Repeat clients

500

Largest round (million)

Experience

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IR Consultant
2022 - 2024
2018 - Present
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Investor Relations
2022 - 2024
2023 - Present
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Startup Mentor
2022 - 2024
2022 - Present
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Venture Capital Investor
2022 - 2024
2020 - Present

Testimonials

"Fred was able to take a complex research subject, distill it down to its key components and then present it back to us in a simple and meaningful manner. Job well done."

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Nav R.
Cox Communications

In my 40+ projects with consultants, this has been, by far, my best experience with results that far exceeded my expectations. Great working with Fred.

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Vaughan D.
Entrepreneur
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Frequently asked question

What types of materials do you create for startups?
I specialize in creating investment materials, including pitch decks, financial models, data rooms, and Confidential Information Memorandums (CIMs), tailored to help startups attract investors and secure funding.
How do you help startups with investor relations?
I offer advisory services to guide startups in building strong relationships with investors, from positioning metrics to aligning communication strategies for long-term success.
What is the typical process for developing a pitch deck?
The process begins with understanding your business model, goals, and audience. I then craft a tailored pitch deck that effectively communicates your value proposition, market opportunity, and financial outlook to investors.
Can you assist with financial modeling for fundraising?
Yes, I provide detailed financial modeling to support fundraising efforts, ensuring your business metrics are clearly defined and presented to meet investor expectations.
What industries do you work with?
I work with a broad range of industries, from tech startups to more established companies, providing customized support for each client’s specific fundraising and investor relations needs.