Case Studies
Vertical SaaS platform helping logistics companies automate fleet operations and compliance.
- Sector: SaaS / Logistics Tech
- Location: Chicago, US
- Stage: Series A
- Target Investors: VCs, HNWIs, and Family Offices
- Type: Equity
- Investor Outreach Campaign: $3.4M raise target
- Campaign Duration: 6 mo
Fintech infrastructure platform enabling instant settlement for cross-border B2B payments.
- Sector: Fintech / Payments
- Location: London, UK
- Stage: Seed
- Target Investors: Angels, VCs, and HNWIs
- Type: Equity
- Investor Outreach Campaign: $2M raise target
- Campaign Duration: 5 mo
Real estate investment fund focused on small-bay industrial properties near logistics hubs.
- Sector: Real Estate Fund
- Location: Dallas, US
- Stage: Fund I
- Target Investors: HNWIs, SFOs, and RIAs
- Type: Equity
- Investor Outreach Campaign: $5.5M raise target
- Campaign Duration: 8 mo
AI-driven SaaS platform providing financial forecasting tools for growing SMBs.
- Sector: SaaS / AI
- Location: San Francisco, US
- Stage: Series A
- Target Investors: VCs, HNWIs, and Family Offices
- Type: Equity
- Investor Outreach Campaign: $4M raise target
- Campaign Duration: 6 mo
Fintech platform offering automated compliance and reporting tools for digital asset managers.
- Sector: Fintech / RegTech
- Location: Zurich, Switzerland
- Stage: Seed
- Target Investors: VCs, Angels, and Family Offices
- Type: Equity
- Investor Outreach Campaign: $1.6M raise target
- Campaign Duration: 5 mo
Emerging venture capital fund investing in early-stage SaaS and fintech startups.
- Sector: Venture Capital Fund
- Location: Toronto, Canada
- Stage: Fund I
- Target Investors: HNWIs, SFOs, and RIAs
- Type: Equity
- Investor Outreach Campaign: $6M raise target
- Campaign Duration: 9 mo
PropTech SaaS platform automating leasing, payments, and maintenance workflows for landlords.
- Sector: Real Estate Tech / SaaS
- Location: Berlin, Germany
- Stage: Seed
- Target Investors: VCs, Angels, and HNWIs
- Type: Equity
- Investor Outreach Campaign: $1.8M raise target
- Campaign Duration: 5 mo
Private equity vehicle acquiring profitable regional HVAC and home service companies.
- Sector: Private Equity
- Location: Atlanta, US
- Stage: Fund I
- Target Investors: HNWIs, Family Offices, and RIAs
- Type: Equity
- Investor Outreach Campaign: $7M raise target
- Campaign Duration: 9 mo
Embedded finance platform allowing SaaS companies to offer integrated lending to customers.
- Sector: Fintech / Embedded Finance
- Location: Barcelona, Spain
- Stage: Series A
- Target Investors: VCs and Family Offices
- Type: Equity
- Investor Outreach Campaign: $3M raise target
- Campaign Duration: 6 mo
Real estate fund targeting value-add multifamily properties in fast-growing secondary markets.
- Sector: Real Estate Fund
- Location: Tampa, US
- Stage: Fund II
- Target Investors: HNWIs, SFOs, and RIAs
- Type: Equity
- Investor Outreach Campaign: $5M raise target
- Campaign Duration: 8 mo