Engagement Tiers
Strategic capital advisory built around your raise.
Every engagement begins with the Strategic Capital Review — a 30-minute call to assess readiness, identify positioning gaps, and determine the right tier.
It Starts With the Strategic Capital Review
A 30-minute call — no cost, no obligation — where we assess your raise readiness, review your capital structure, evaluate your investor positioning, and determine whether access to our extended network of private investors is relevant to your situation.
Book Your ReviewTier I
Capital Strategy & Alignment
$15,000
+ 0.75% advisory equity (vests over 12 months)
Initial strategic capital review and positioning for founders preparing for their first serious raise.
- ✓Comprehensive raise readiness assessment
- ✓Capital structure analysis and optimization
- ✓Investor positioning strategy
- ✓Narrative and messaging framework
- ✓Market positioning relative to comparable raises
- ✓Engagement roadmap for investor conversations
Tier II
Strategic Capital Partner
$35,000
+ 2% advisory equity (vests over 18 months)
Deeper ongoing capital positioning, investor preparation, and selective introductions within our extended network.
- ✓Everything in Tier I
- ✓Ongoing advisory through the raise process
- ✓Capital structure negotiation preparation
- ✓Term sheet analysis and negotiation strategy
- ✓Selective introductions to PE firms, family offices, and private investors
- ✓Post-raise structural review
How Our Engagements Work
Tier Selected Upfront
No mid-engagement upgrades. The tier is determined during the Strategic Capital Review based on the complexity and scope of your raise.
Equity Vests Over Time
Advisory equity only vests if the engagement continues. Nothing is issued upfront. This aligns our incentives with your success.
No Transaction-Based Fees
Halemont does not receive transaction-based compensation. Our advisory model keeps our guidance objective and founder-first.
Independent Decision-Making
All investment decisions remain independent with investors. We prepare and position — you and your investors make the decisions.
Ready to Position Before You Pitch?
The Strategic Capital Review is a 30-minute call where we assess your raise readiness, identify positioning gaps, and determine whether access to our investor network is relevant to your situation.
Schedule Your Strategic Capital ReviewNo cost. No obligation.