Legible Capital
We help growth-stage companies build the financial infrastructure and investor narrative that institutional capital requires. Not a pitch deck factory. Not a distant consultant. A senior finance professional embedded in your business, making the substance you've built readable to the capital that can scale it.
PwC + PE
Background
13+
Years Advisory
15+
Companies Advised
6+
Sectors Served
Pre-Seed → Series B
Stages Covered
What We Do
Institutional investors speak a specific language. We make sure your company speaks it too — first to get in the room, then to stay there.
Getting Legible
We build the financial and strategic infrastructure that institutional investors expect to see — the model that holds up under scrutiny, the narrative that makes the investment case, the data room that answers questions before they're asked. We work directly alongside your executive team, embedded in the business, not advising from a distance.
Financial modeling and valuation, cap table and dilution analysis, investor materials and narrative, due diligence preparation, data room buildout, capital readiness assessment, term sheet and deal structure review.
Staying Legible
Once you're legible, we help you stay that way. Embedded with your executive team as a fractional CFO or strategic finance advisor, we keep the financial infrastructure current, the institutional narrative sharp, and the board-level materials at a standard your investors will expect going forward.
Fractional CFO and strategic finance leadership, investor relations, board materials and meeting preparation, budget planning and KPI reporting, strategic planning and operational advisory, SBIR/STTR grant writing.
These aren't two products — they're one engagement at two stages of your company's life. Most clients start with capital readiness and stay for ongoing strategic finance. That's by design.
Who This Is For
We're sector-agnostic because the problem we solve isn't sector-specific. The through-line across every engagement is the same: real substance that institutional capital can't yet read.
You've built breakthrough technology or a differentiated product. The science is sound, the IP is real, and early customers validate the thesis. But translating deep technical value into a financial narrative that institutional investors can underwrite is a different skill entirely.
"Investors love the tech — but when we get to the numbers, we lose them."
Customers pay. The model is sound. The unit economics hold up. But you don't fit neatly into a category, and the advice you've gotten doesn't map to what your business actually is. You need someone who can see the real shape of it and frame it in language capital recognizes.
"Every investor says it's interesting — but nobody writes a check."
You're experienced. You operate in a space where the capital structures are complex — real assets, alternative investments, multi-entity deals. You don't need hand-holding. You need institutional-caliber financial models, materials, and analysis from a strategic partner who can operate at your level.
"I need someone who can build the model and think about the structure — not just the pitch."
Results
A sampling of recent engagements.
Advanced Materials / Clean Tech
Built financial infrastructure for Series A and Series B readiness.
Designed three-statement financial model used for board reporting, capital allocation, and investor presentations. Led investment due diligence preparation, structured convertible instruments, managed SBIR grant submissions end-to-end. Ongoing engagement spanning 5+ years.
Life Sciences / Healthcare
Identified fundamental strategic misalignment through five years of financial data analysis.
Authored comprehensive strategic plan analyzing practice-level portfolio concentration, membership engagement decay, and unit economics across 50+ operating locations. Recommended strategic reframe that reshaped the company's growth thesis. Served as interim CEO during founder transition.
Sustainable Luxury / Consumer
Built and managed dynamic cap table across seven investment instruments.
Guided multiple convertible note series and SAFE rounds for a sustainable luxury brand. Led pro-rata investment analysis, priced round conversion modeling, and post-money cap structure validation. Ongoing strategic advisory to founder and CEO.
Deep Tech / National Security
Prepared advisory brief for a ~$50M capital structure.
Structured Series A term sheet reflecting a secondary share transfer. Evaluated technology claims, IP valuation, phased tranche structure, and management team composition. Conducted capital structure review, competitive landscape assessment, and risk evaluation for executive team.
Team
I started my career at PricewaterhouseCoopers, then moved into private equity — the institutional side of capital. I've seen how investors evaluate companies, what makes them lean in, and what makes them pass. That perspective shapes everything we do at Legible Capital.
For the past eight years, I've worked directly alongside founders and executive teams across clean technology, life sciences, deep tech, real estate, consumer brands, healthcare, and alternative assets. I build the financial models, prepare the data rooms, develop the investor narratives, and pressure-test the materials. When a client walks into a capital conversation, they're prepared at an institutional level.
The sectors vary. The problem doesn't: growth-stage companies with real substance need someone who can make that substance legible to the capital that can scale it. That's what Legible Capital exists to do.
Legible Capital is a one-person firm by design. Every engagement is led directly by me — not handed off to a junior analyst, not staffed with associates you've never met. When you hire Legible Capital, you get the person who built the practice, with the institutional background behind it. That's the model, and it's deliberate.
How It Works
01
A direct, 30-to-45-minute conversation to understand your business, where you are in the capital readiness lifecycle, and what gaps exist. No pitch, no pressure. We're determining fit on both sides.
02
We review what you have — the model, the deck, the data room, the cap table, the story — and identify what needs to be built, rebuilt, or refined. This produces a clear scope with defined deliverables and timeline.
03
Financial model construction, investor materials, narrative refinement, data room preparation. We embed directly with your team — daily communication, real-time collaboration, not a quarterly check-in.
04
Your team is equipped to enter capital conversations with confidence. We prepare due diligence responses, review term sheets, and ensure your materials survive institutional scrutiny. You run the process.
We work as part of your team, not as a distant outside vendor. Expect direct access, fast turnaround, and someone who understands your business at the level your investors will demand. Many engagements extend into ongoing strategic finance — fractional CFO, board preparation, investor relations. The readiness work becomes the relationship.
Start a Conversation
No pitch. No pressure. A direct conversation to understand your business and whether we're the right fit.
Lexington, South Carolina
Working nationally with companies across all stages and sectors.
Free Resource
Capital Readiness Self-Assessment
The 12 questions institutional investors will ask — and the infrastructure you need to answer them. Find out where you stand before your first conversation.
Download the Checklist →