New Financial Technology

Creating Visibility & Value

Building systems for noisy feeds, creating content that moves markets. Two minutes here could change your year.

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New Financial Technology

Media Assessment & Playbook

A 5-day, done-with-you engagement. We learn your brand, run a deep assessment across any three of your channels, and co-build a custom strategy you can run immediately — including a mapped 30-day calendar and two 60-minute sessions for hands-on guidance (intake & exit).

Built for conversion, through-rate, cadence, retention
Short & long-form systems that compound output
Executive-level creative & distribution strategy
Delivery inside 5 business days

What you get

Everything you need to run the next 30 days with confidence.

Channel & Content Assessment

Deep review of any three channels — voice, creative, cadence, profile/bio fixes, baselines & gaps.

“Creating Visibility & Value” Playbook

Pillars & hooks, short/long-form plan, and guidance that fits your capacity.

30-Day Calendar

A mapped program — topics, formats, and sequencing — designed to move people from attention to action.

How it works

1) Intake

We align on goals, offers, audience, and capacity.

2) Deep Review

Assess your three channels and key competitors; assemble pillars, hooks, and your 30-day map.

3) Delivery

Receive your playbook and assets within 5 business days of intake.

4) Exit Session

Second 60-minute session to finalize priorities and commit to cadence.

What we optimize for

Conversion

Turning attention into action — site visits, profile follows, product interest, or booked conversations.

Through-Rate

Titles, thumbnails, and topics that earn the click and carry momentum across formats.

Cadence

Publishing rhythm matched to your capacity so output compounds rather than stalls.

Retention

Story design that keeps people with you — strong openings, purposeful mid-rolls, and clear closes.

FAQs

What exactly do we deliver?
A brand-specific Media Playbook covering pillars, hooks, and a short/long-form plan, plus a 30-day calendar and practical assets (prompts, profile/bio fixes, and notes) so your team can execute immediately.
Which platforms are included?
Any three you choose (e.g., IG, TikTok, YouTube, X, LinkedIn). We tailor the guidance to the mix you select.
How fast is delivery?
Within 5 business days of the intake session. You’ll also have an exit session to lock priorities and cadence.
Do you post or edit for us?
The base Playbook delivers the strategy and 30-day plan. If you want production and daily management, see Core and Pro below.
Who owns the materials?
You do — everything we create for your brand is yours to use, modify, and repurpose.
Can we upgrade later?
Yes. You can roll your Playbook into Core or Pro within 30 days.

Start your intake

Three quick fields so we can tailor your plan.

Choose your tier

Media Playbook
Contact for pricing
  • Assessment of any 3 channels you choose
  • Custom “Creating Visibility & Value” Playbook
  • 30-day calendar & strategy to run now
  • 2 working sessions (intake & exit)
  • Plus additional guidance not shown here
Popular
Media Playbook — Core
Contact for pricing
  • Everything in Media Playbook
  • Deeper creative matrix & prioritization
  • 4 working sessions total
  • Capacity-matched publishing rhythm
  • …and more Core-only support
Media Playbook — Pro
Contact for pricing
  • Everything in Core
  • 30 short-form edits produced by us
  • Daily hands-on social management for 1 month
  • Priority scheduling & guidance
  • …plus additional Pro-only deliverables
New Financial Technology

Raise Readiness & Investor Playbook

A 5-day, done-with-you capital readiness engagement. We pressure-test your narrative, refine investor-grade materials, and map a focused 30-day outreach plan — with two 60-minute sessions (intake & exit) so you leave with clarity and momentum. We are not a broker-dealer; we provide marketing and introductions only.

Narrative & positioning investors can repeat
Deck / one-pager / FAQ and data-room checklist
Target list, outreach copy, intro scripts
Delivery inside 5 business days

What you get

Everything needed to run a focused, investor-ready process.

Materials & Narrative Assessment

Deck/teaser/FAQ/site review; valuation logic; diligence risks & gaps; “why you, why now.”

Investor Narrative Memo

Story spine, traction, market thesis, moat, and objection handling you can use in emails and calls.

Outreach Asset Pack

Teaser one-pager template, intro email/DM copy, FAQ, and a clean data-room checklist.

Targeting & Plan

Tiered investor profiles by thesis, stage, and check size; 30-day outreach cadence with follow-ups.

Two Live Sessions

60-min intake to align; 60-min exit to prioritize and lock next steps.

How it works

1) Intake

Goals, round, timing, investor profile, and current materials.

2) Deep Review

Assess narrative and materials, define gaps, and outline the story investors expect.

3) Delivery

Receive your memo, asset pack, and 30-day outreach plan within 5 business days.

4) Exit Session

Finalize targets and cadence; rehearse intros and objection handling.

What we optimize for

Investor Fit

Right-stage, right-thesis, right check sizes — so time turns into meetings.

Narrative Clarity

Why now, why you, and valuation logic — stated simply and credibly.

Speed-to-Meeting

Materials and scripts that shorten the distance from email to call.

Follow-Up Cadence

Structured loops that convert interest into second calls and diligence.

FAQs

Are you a broker-dealer?
No. We are not a broker-dealer; we provide marketing and introductions only.
Do you guarantee a raise?
No guarantees. We focus on narrative clarity, fit, and cadence — the levers that create momentum.
What if our deck isn’t ready?
We can work from whatever you have — or start from the memo and teaser.
Is this right for our stage?
Works for Seed through Series B. We tailor the story to stage and investor expectations.
Will you share our materials?
Confidentiality respected. Materials are used only to deliver your engagement.
Do we get edits?
One light revision within 7 days of delivery.

Start your intake

Three quick fields so we can tailor your process.

We accept a limited number of engagements each week to preserve depth.

Choose your tier

Investor Assessment & Playbook
Contact for pricing
  • Narrative framing (why now, wedge, traction, ask)
  • Deck tune-up, 1-pager, FAQ template
  • Target list starter + outreach copy
  • Data-room checklist
  • 2 live working sessions (intake & exit)
  • Plus additional guidance not shown here
Popular
Investor Assessment & Playbook — Core
Contact for pricing
  • Everything in Investor Playbook
  • Deck rebuild or creation + KPI model frame
  • Investor FAQ & objection handling
  • 6 live working sessions total
  • Warm-intro map & outreach calendar
  • …and more Core-only support
Investor Assessment & Playbook — Pro
Contact for pricing
  • Everything in Core
  • 30 short-form edits for socials and/or investor materials (teasers, clips, sizzle)
  • Announcement kit (press note, post copy, asset suite)
  • Priority scheduling & rehearsal support
  • …plus additional Pro-only deliverables
We are not a broker-dealer; we provide marketing and introductions only.