Sector challenges

• Rapid innovation cycles, investor expectations, and global competition put pressure on capital efficiency and go-to-market strategy.

• Founders and early teams often lack the governance, structure, and investor alignment required for scale.

• Tech firms approaching inflection points (e.g., Series B, pre-exit, strategic partnership) require clarity around valuation, market positioning, and funding strategy.

The R²P value-add

• Capital raise strategy and execution support across equity, venture debt, and strategic investment.

• Market positioning and business model refinement to support M&A, licensing, or product line expansion.

• Transaction readiness, including investor materials, data room prep, and valuation analysis to unlock strategic alternatives.

Impact brief

• A founder-led AI analytics company was preparing for a growth round but lacked the infrastructure to support institutional diligence.

• R²P redesigned the business model narrative, installed reporting and forecasting discipline, and led outreach to a curated investor set.

• The company closed a $28M Series B and is now engaged with multiple strategics exploring licensing and M&A paths.