Investment case
Make the strategy, differentiation, and supporting evidence clear. Develop a narrative and materials that stand up to institutional scrutiny.
Beyond the visible lineup.
Capital formation for
investors and builders.
We advise investment firms and companies on institutional positioning, capital strategy, and long-term investor relationships.
Independent thinking. Institutional perspective.
01 / What we do
A stronger case.
A clearer path.
Effective capital formation connects the substance of a strategy with the priorities of the people allocating capital.
Institutional fit
Understand investor priorities, portfolio needs, and decision processes. Focus attention where there is a genuine reason to engage.
Institutional engagement
Prepare for investor conversations, diligence, and follow-through. Keep the investment case and relationship context coherent as conversations progress.
02 / Leadership
Jodi Yang
Jodi brings more than 20 years of experience across investing and business building, spanning public and private markets, capital formation and investor relations, and strategy and operations.
Her career includes debt capital markets at Citi, CEO strategy at HSBC, and investor relations, strategy, and operations at Gratia. She has served as Head of Investor Relations at Balderton, Head of Capital Formation at Red Tree, and Partner and Chief Marketing Officer at B Capital.
She has built investor relations capabilities and helped shape investment strategies and businesses around institutional demand.
Wharton Undergrad Harvard Business School
03 / How we work
Human judgment.
Research depth.
Jodi leads each engagement, supported by an AI-native team focused on institutional research and fundraising capital formation strategy.
We combine institutional research, portfolio-fit analysis, and mapping of investor decision processes with structured data and AI-assisted workflows.
The work connects allocator mandates, investment evidence, and relationship context to inform prioritization, prepare diligence, and support informed conversations. Knowledge builds across the engagement, so each next step starts with more context.
Research → Evidence → Conversation → Follow-through
04 / Start a conversation
What are you
building towards?
Tell us about your investment firm, your fundraising priorities, and where a different perspective could help.