Series C readiness and investor narrative
Novacore's first Series C attempt stalled after 22 investor meetings. A six-week readiness sprint rebuilt the numbers and the story, and the relaunched round closed at $85M, 2.4× oversubscribed.
Finance
2 articles
Post-merger integration of two mid-market asset managers
Two asset managers with $18B under management, two fund platforms and two cultures had to become one firm. We ran the integration from day one and delivered $9.4M in annual savings four months early.