Capital Advisory that resulted in: Capital Structured, rounds closed, clean exits.

Eight deep-dive cases · four currently running, four closed. Same playbook - strategy, readiness, structuring, management - applied to the company in front of us.

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// 01

Capital Advisory

We help you structure capital and introduce investment the right way. Four phases, end-to-end.

01 · Strategy

Decide what kind of capital to structure (debt, equity, royalty), when, and from whom — before any investment is introduced.

02 · Readiness

Build the materials any institutional investor will demand: data room, financial model, pitch deck, governance docs.

03 · Structuring

Run the actual capital campaign — warm introductions, manage the pipeline, negotiate term sheets.

04 · Development

After the round closes: manage the capital, run board prep and IR, prepare for the next round.

Fractional Cfo

In the seat with you.

Embedded as your CFO — through the round and after. The same person who runs your capital campaign runs your monthly close.

// 02

Current clients

Live work right now - rounds in market, capital campaigns running, ongoing CFO seats.

Seager

Consumer · Apparel

Western lifestyle DTC + wholesale brand

Bootstrapped → first institutional round

seagerco.com ↗

First round

Bootstrapped → institutional

Challenge

Where we walked in

Bootstrapped multi-year operating history with no governance framework and no investor infrastructure. Ready to scale, but not ready to take institutional capital.

Result

What closed

First institutional round closed. Governance, capital, and IR infrastructure in place for the next priced round.

Approach

What we did

Capital readiness

structural, operational, and financial dimensions

Governance reset

operating + shareholder agreements with outside counsel

Supplier financing renegotiated to free up working capital for growth

Advisory board recruited around the strategic gaps

IR platform built to automate post-round investor cadence

Outcome

Capital readiness, governance reset, and structuring through the first institutional round. Ongoing strategy + management + IR automation.

still running

Structuring the next round. Strategy + management ongoing. Investor relations fully automated.

strategy

Readiness

Structuring

Management

PURE BLUE TECH

Pure Blue Tech

Hard-Tech · Water

Self-cleaning RO membrane systems · industrial water treatment

Bridge → Series A

purebluetech.com ↗

Series A

In market · 783 as capital lead

Challenge

Where we walked in

Hard-tech company with a differentiated technology platform and customer traction, preparing for institutional capital. Active commercial deployment with no in-house capital function.

Result

What closed

Bridge structure anchored. Series A campaign in market with a credible lead conversation. Non-dilutive grant capital stacked underneath.

Approach

What we did

Capital readiness

data room, financial model, investor materials

Series A positioning

valuation work, comparables, narrative

Investor campaign management

pipeline development across funds and family offices

Bridge structure scoped to extend runway through the campaign

Non-dilutive grant capital stacked alongside the equity

Outcome

Capital readiness end-to-end · investor campaign management · bridge structure anchored · non-dilutive grant capital stacked alongside the equity.

still running

Series A campaign in market. Weekly cadence with the company.

strategy

Readiness

Structuring

Holos Global

Real Estate · Hospitality

Regenerative real estate + wellness retreat · Costa Rica

Bootstrapped → structured round

holos.global ↗

Capital campaign

In market · 3-pronged structure

Challenge

Where we walked in

Pre-institutional regenerative real estate company coming off years of bootstrapping with a complex cap table and a tight construction window. Founder needed an immediate friendly round to fund the buildout, plus a path to a structured Series A.

Result

What closed

Initial deposits closed against the lot-sale campaign. Friendly round in market. Debt facility in legal scoping. Three-pronged capital plan now the operating frame.

Approach

What we did

Financial model rebuilt across the operating entities

Three-pronged capital plan

debt + equity + catalytic structures running in parallel

Entity + governance cleanup

cap table reconciled, legal pathway sequenced

Investor introductions through 783's network across family offices and aligned capital partners

Debt facility scoping against the underlying asset stack

Outcome

Financial model rebuild, three-pronged capital plan (debt + equity + catalytic), entity cleanup, and an active investor pipeline through 783's network.

still running

Capital campaign in market. Active investor pipeline through 783's network.

strategy

Readiness

Structuring

Eden Energy

Clean Energy · Infrastructure

Waste-to-energy technology · circular economy

CFO · active capital round

edenenergy.co ↗

Active round

783 as CFO + capital lead

Challenge

Where we walked in

Multi-entity clean-energy company moving from R&D into commercial deployment with no internal finance function, a complex cap table, an active capital round mid-flight, and a global project pipeline that needed institutional discipline.

Result

What closed

Capital round running with anchor commitment in place. Multi-entity restructure complete. CFO function and IR infrastructure operating. Multi-region project pipeline scoping into the next phase of capital.

Approach

What we did

Full CFO function across accounting, finance, and investor relations

Capital readiness

tiered data rooms · investor materials · use-of-proceeds

Round structuring

investor pipeline development · capital placement

Entity + cap table cleanup

multi-entity restructure across the operating stack

Project pipeline scoped across multiple regions

JV and partnership structuring

BD partnerships and federal grant pathways

Financial modeling

facility cost models · multi-year pro formas · runway modeling

Outcome

Full CFO function from day one. Capital readiness, round structuring, entity restructure, and a multi-region project pipeline scoping forward.

still running

Capital round running. Project pipeline in execution across multiple regions. CFO function ongoing.

Readiness

Structuring

management

// 03

Past clients

Closed work - capital structured, rounds closed, clean exits.

Creative 3D

Advanced Manufacturing

Semiconductor printing · hard-tech

Seed

creative3dtechnologies.com ↗

Seed close

Equity + non-dilutive grants

Challenge

Where we walked in

Seed-stage hard-tech company with breakthrough technology but no investor pipeline, no campaign infrastructure, and a tight close window before the next product milestone.

Result

What closed

Seed round closed alongside matching grant debt. Production capacity expansion unlocked.

Approach

What we did

Investor target list built from scratch

multi-region pipeline development

Marketing materials and outbound campaign to generate qualified inbound

Finder-fee structures with a curated network of introducers

Pipeline management with weekly close cadence

Strategic + non-dilutive grant capital stacked alongside the equity

Outcome

Full investor campaign from scratch. Capital brought in directly + structured alongside non-dilutive grant capital.

strategy

Readiness

Structuring

AutoVitals

Vertical SaaS

Workflow software for the automotive aftermarket

Exit · PE-backed sell-side

autovitals.com ↗

PE exit

LOI → definitive · clean close

Challenge

Where we walked in

A PE LOI on the table that needed to be brought through diligence to a definitive purchase agreement. Owner needed special counsel across the financial, legal, and operational workstreams.

Result

What closed

Definitive purchase agreement reached. Acquisition closed cleanly after diligence and negotiation.

Approach

What we did

Data room development end-to-end

Diligence schedule and domain process coordination

Financial diligence support

quality of earnings, cap table, waterfall

Cross-functional coordination across legal, financial, and technical workstreams

Special counsel to the Chairman of the Board through the process

Outcome

Strategic + tactical oversight to bring a PE LOI to definitive purchase agreement. Special counsel through closing.

Structuring

Thrive Market

Consumer

Subscription marketplace · membership commerce

Series A

thrivemarket.com ↗

Series A

Institutional close at target

Challenge

Where we walked in

Series A campaign at scale with institutional discipline required throughout diligence. CEO needed an embedded finance partner alongside the team.

Result

What closed

Series A closed at target. Company moved into late-stage growth on solid capital footing.

Approach

What we did

Capital readiness across the data room, financial model, and narrative

Capital structuring

deal terms, cap table architecture, investor packaging

Direct financial modeling of the round by the 783 team

Round packaged for institutional close

Outcome

Capital readiness + capital structuring through a major institutional round. Strategic support continued post-close.

strategy

Readiness

Structuring

Management

FOUNDING PARTNER CALL

Book a call.

Every engagement starts with a $5K Capital Journey Assessment — a full business analysis to map where you are and what you need next. Applied toward the first phase if we move forward.

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