//Case studies·Recent work

// 00Case studies · Recent work

Capital Advisory that resulted in: Capital Structured, rounds closed, clean exits.

Eight deep-dive cases · four currently running, four closed. Same playbook — strategy, readiness, structuring, management — applied to the company in front of us.

// 01

Capital Advisory

How we help · 4 phases, end-to-end

We help you structure capital and introduce investment the right way. Four phases, end-to-end.

01 · STRATEGY

Decide what kind of capital to structure (debt, equity, royalty), when, and from whom — before any investment is introduced.

02 · READINESS

Build the materials any institutional investor will demand: data room, financial model, pitch deck, governance docs.

03 · STRUCTURING

Run the actual capital campaign — warm introductions, manage the pipeline, negotiate term sheets.

04 · DEVELOPMENT

After the round closes: manage the capital, run board prep and IR, prepare for the next round.

Fractional or Contract CFO

In the seat with you.

Embedded as your CFO — through the round and after. The same person who runs your capital campaign runs your monthly close.

// 02

Current clients

4 active engagements

Live work right now — rounds in market, capital campaigns running, ongoing CFO seats.

Seager

CONSUMER · APPAREL

Western lifestyle DTC + wholesale brand

BOOTSTRAPPED → FIRST INSTITUTIONAL ROUND

seagerco.com

First round

$3M · BOOTSTRAPPED → INSTITUTIONAL

// CHALLENGE

Where we walked in

Bootstrapped multi-year operating history with no governance framework and no investor infrastructure. Ready to scale, but not ready to take institutional capital.

// RESULT

What closed

First institutional round closed at $3M. Governance, capital, and IR infrastructure in place for the next priced round.

// APPROACH

What we did

Capital readiness
structural, operational, and financial dimensions
Governance reset
operating + shareholder agreements with outside counsel
Supplier financing renegotiated to free up working capital for growth
Advisory board recruited around the strategic gaps
IR platform built to automate post-round investor cadence

// OUTCOME

Capital readiness, governance reset, and structuring through the first institutional round. Ongoing strategy + management + IR automation.

Still running

Structuring the next round. Strategy + management ongoing. Investor relations fully automated.

STRATEGYREADINESSSTRUCTURINGMANAGEMENT

Pure Blue Tech

HARD-TECH · WATER

Self-cleaning RO membrane systems · industrial water treatment

BRIDGE → SERIES A

purebluetech.com

Series A

$20M–$25M TARGET · 783 AS CAPITAL LEAD

// CHALLENGE

Where we walked in

Hard-tech company with a differentiated technology platform and customer traction, preparing for institutional capital. Active commercial deployment with no in-house capital function.

// RESULT

What closed

Bridge structure anchored. $20M–$25M Series A campaign in market with a credible lead conversation. Non-dilutive grant capital stacked underneath.

// APPROACH

What we did

Capital readiness
data room, financial model, investor materials
Series A positioning
valuation work, comparables, narrative
Investor campaign management
pipeline development across funds and family offices
Bridge structure scoped to extend runway through the campaign
Non-dilutive grant capital stacked alongside the equity

// OUTCOME

Capital readiness end-to-end · investor campaign management · bridge structure anchored · non-dilutive grant capital stacked alongside the equity.

Still running

Series A campaign in market. Weekly cadence with the company.

STRATEGYREADINESSSTRUCTURING

Holos Global

REAL ESTATE · HOSPITALITY

Regenerative real estate + wellness retreat · Costa Rica

BOOTSTRAPPED → STRUCTURED ROUND

holos.global

Capital campaign

IN MARKET · 3-PRONGED STRUCTURE

// CHALLENGE

Where we walked in

Pre-institutional regenerative real estate company coming off years of bootstrapping with a complex cap table and a tight construction window. Founder needed an immediate friendly round to fund the buildout, plus a path to a structured Series A.

// RESULT

What closed

Initial deposits closed against the lot-sale campaign. Friendly round in market. Debt facility in legal scoping. Three-pronged capital plan now the operating frame.

// APPROACH

What we did

Financial model rebuilt across the operating entities
Three-pronged capital plan
debt + equity + catalytic structures running in parallel
Entity + governance cleanup
cap table reconciled, legal pathway sequenced
Investor introductions through 783's network across family offices and aligned capital partners
Debt facility scoping against the underlying asset stack

// OUTCOME

Financial model rebuild, three-pronged capital plan (debt + equity + catalytic), entity cleanup, and an active investor pipeline through 783's network.

Still running

Capital campaign in market. Active investor pipeline through 783's network.

STRATEGYREADINESSSTRUCTURING

Eden Energy

CLEAN ENERGY · INFRASTRUCTURE

Waste-to-energy technology · circular economy

CFO · ACTIVE CAPITAL ROUND

edenenergy.co

Active round

$12M SAFE · 783 AS CFO + CAPITAL LEAD

// CHALLENGE

Where we walked in

Multi-entity clean-energy company moving from R&D into commercial deployment with no internal finance function, a complex cap table, an active capital round mid-flight, and a global project pipeline that needed institutional discipline.

// RESULT

What closed

$12M SAFE financing running with anchor commitment in place. Multi-entity restructure complete. CFO function and IR infrastructure operating. Multi-region project pipeline scoping into the next phase of capital.

// APPROACH

What we did

Full CFO function across accounting, finance, and investor relations
Capital readiness
tiered data rooms · investor materials · use-of-proceeds
Round structuring
investor pipeline development · capital placement
Entity + cap table cleanup
multi-entity restructure across the operating stack
Project pipeline scoped across multiple regions
JV and partnership structuring
BD partnerships and federal grant pathways
Financial modeling
facility cost models · multi-year pro formas · runway modeling

// OUTCOME

Full CFO function from day one. Capital readiness, round structuring, entity restructure, and a multi-region project pipeline scoping forward.

Still running

Capital round running. Project pipeline in execution across multiple regions. CFO function ongoing.

READINESSSTRUCTURINGMANAGEMENT

// 03

Past clients

4 closed engagements

Closed work — capital structured, rounds closed, clean exits.

Creative 3D

ADVANCED MANUFACTURING

Semiconductor printing · hard-tech

SEED

creative3dtechnologies.com

Seed close

EQUITY + NON-DILUTIVE GRANTS + UAE STRATEGIC

// CHALLENGE

Where we walked in

Seed-stage hard-tech company with breakthrough technology but no investor pipeline, no campaign infrastructure, and a tight close window before the next product milestone.

// RESULT

What closed

Seed round closed alongside matching grant debt. 783 introduced ~$500K of strategic investment tied to UAE market expansion. Production capacity expansion unlocked.

// APPROACH

What we did

Investor target list built from scratch
multi-region pipeline development
Marketing materials and outbound campaign to generate qualified inbound
Finder-fee structures with a curated network of introducers
Pipeline management with weekly close cadence
Strategic + non-dilutive grant capital stacked alongside the equity

// OUTCOME

Full investor campaign from scratch. Capital brought in directly + structured alongside non-dilutive grant capital.

STRATEGYREADINESSSTRUCTURING

AutoVitals

VERTICAL SAAS

Workflow software for the automotive aftermarket

EXIT · PE-BACKED SELL-SIDE

autovitals.com

PE exit

$29M CASH + LONG-TERM EQUITY CARRY

// CHALLENGE

Where we walked in

A PE LOI on the table that needed to be brought through diligence to a definitive purchase agreement. Owner needed dual-role senior representation across the financial, legal, and operational workstreams.

// RESULT

What closed

Definitive purchase agreement reached. Acquisition closed cleanly after diligence and negotiation. Cash portion of the transaction represented $29M to shareholders, in addition to long-term equity carry on the combined companies.

// APPROACH

What we did

Data room development end-to-end
Diligence schedule and domain process coordination
Financial diligence support
quality of earnings, cap table, waterfall
Cross-functional coordination across legal, financial, and technical workstreams
Special Counsel to the Chairman of the Board AND Sellers Representative to the M&A transaction (a fiduciary role)

// OUTCOME

Dual-role senior representation — Special Counsel to the Chairman and Sellers Representative on the M&A transaction — bringing a PE LOI to a definitive purchase agreement. $29M cash to shareholders plus long-term equity carry on the combined companies.

STRUCTURING

Thrive Market

CONSUMER

Subscription marketplace · membership commerce

SERIES A

thrivemarket.com

Series A

$111M · INSTITUTIONAL CLOSE AT TARGET

// CHALLENGE

Where we walked in

Series A campaign at scale with institutional discipline required throughout diligence. CEO needed an embedded finance partner alongside the team.

// RESULT

What closed

$111M Series A closed at target. Company moved into late-stage growth on solid capital footing.

// APPROACH

What we did

Capital readiness across the data room, financial model, and narrative
Capital structuring
deal terms, cap table architecture, investor packaging
Direct financial modeling of the round by the 783 team
Round packaged for institutional close

// OUTCOME

Capital readiness + capital structuring through a major institutional round. Strategic support continued post-close.

STRATEGYREADINESSSTRUCTURINGMANAGEMENT

ScaleWith

B2B SAAS · ESG

Sustainability impact software platform · enterprise

CFO · MULTIPLE ROUNDS + ACQUISITION

CFO seat

$80M STRUCTURED · MULTIPLE ROUNDS + ACQUISITION

// CHALLENGE

Where we walked in

Venture-backed SaaS scaling fast through multiple capital rounds while restructuring the org. CEO needed an embedded finance partner who could close the books, prep the board pack, run the data room, model the M&A scenarios, and translate operational performance into investor-grade narrative.

// RESULT

What closed

$80M in structured capital across multiple rounds during the engagement · institutional capital placed across the rounds · one strategic acquisition structured and closed. The operating lessons sit underneath every Capital Management engagement 783 runs today.

// APPROACH

What we did

Multiple capital rounds structured
data room build, financial diligence, investor communications
Strategic acquisition structured
diligence support, scenario modeling, integration planning
IR + board reporting cadence owned end-to-end
Scenario modeling that extended runway through the cycle
Org through restructuring
reporting integrity maintained through rapid headcount change
CEO + leadership partnership on pricing, margin, and capital allocation

// OUTCOME

CFO function through multiple capital rounds and a strategic acquisition. IR cadence, board reporting, scenario modeling, and M&A diligence support that extended runway through the cycle.

STRUCTURINGMANAGEMENT

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