GenFlat

GenFlat dedicated several years to engineering and patenting its innovative, award-winning collapsible shipping container. By committing to a direct listing, the company successfully raised $3.2 million through a pre-listing private placement before going public in December 2023.

Onfolio

When Onfolio engaged with us, the company had $250K in revenue. By committing to a direct listing, they successfully raised $4.5 million through the issuance of common and preferred shares, using the proceeds to fund acquisitions and cover public listing costs. Later, they pivoted to a traditional NASDAQ IPO, raising an additional $13.7 million and increasing revenue 44-fold.

SMTP

When SMTP engaged with us, the company had $1.5 million in revenue and $75,000 in profit. To qualify for trading, the entrepreneur raised $100,000 from friends and family at a $3.5 million valuation. After going public, SMTP acquired three startups using a mix of cash, stock, and options, then uplisted to NASDAQ, raised over $15 million, and was ultimately acquired for $240 million in cash.

Maxim

Maxim Mortgage raised $400,000 in a seed round to launch their business and cover the costs of going public. In its first full year of operations, the company leveraged stock and options to recruit over 120 employees, close $80 million in transaction volume, and generate $2.3 million in revenue. The mortgage operations were eventually merged into an NYSE-listed company, enabling the public company to enter a transaction with a private equity firm, raise $30 million, and successfully close a significant acquisition.