Investment case
Explain the strategy, what distinguishes it, and the evidence behind it. Develop a clear narrative and materials for institutional review.
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 strong investment case starts with the strategy and an understanding of where it fits in an investor’s portfolio.
Institutional fit
Understand investor mandates, portfolio needs, and how decisions are made. Focus on institutions where the strategy has a clear reason to fit.
Investor engagement
Prepare for investor conversations and diligence. Carry the investment case and relevant relationship history through each stage of 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, 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.
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.