GenFlat

When GenFlat engaged with us, they had nine patents, engineering drawings for their innovative collapsible shipping container, and no revenue. 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, the company 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 recruited talent, acquired three startups using a mix of cash, stock, and options, uplisted to NASDAQ, raised over $15 million, and was ultimately acquired for $240 million in cash.

Maxim

Maxim Mortgage was a startup and 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 its' stock option plan to build a 120-person team, 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 from an investment firm, and successfully close a significant acquisition.