Investment case
Clarify the strategy, what distinguishes it, and what the evidence supports. Develop materials that help investors assess the case and explain it internally.
Capital formation for
investment firms and companies.
We help investment firms and companies articulate their investment case, understand investor priorities, and build lasting institutional relationships.
Independent thinking. Institutional perspective.
01 / What we do
A stronger case.
A clearer path.
A credible strategy does not always translate into investor commitment. The challenge is to make the case clear and understand where it fits.
Institutional fit
Understand investor mandates, existing exposures, and how decisions are made. Identify where the strategy fits and whether there is appetite for a new commitment.
Investor engagement
Support preparation for investor conversations and diligence, preserving direct dialogue with the investment team. Keep relevant context and outstanding questions clear through follow-up.
02 / Leadership
Jodi Yang
Jodi brings more than 20 years of experience in investing, capital formation, and building businesses across public and private markets.
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. Her career includes debt capital markets at Citi, CEO strategy at HSBC, and investor relations, strategy, and operations at Gratia.
Wharton Undergrad Harvard Business School
03 / How we work
Human judgment.
Research depth.
Jodi leads each engagement, bringing experienced judgment to institutional research and capital formation strategy.
Use institutional research and AI-assisted analysis to understand investor priorities, assess how a strategy fits, and map how decisions are made.
Build on insights throughout the engagement to sharpen priorities, prepare for diligence, and give each conversation a clearer purpose.
04 / Start a conversation
Let’s discuss your capital priorities.
Tell us about your firm or company, your capital priorities, and where you would value support.