Case Studies
We've guided clients through direct listings, reverse mergers, and IPOs, leveraging proven strategies to generate over $8 billion in shareholder wealth. Here are just a few success stories:
GenFlat
When GenFlat first partnered with us, they held nine patents and detailed engineering designs for their innovative collapsible shipping container but had yet to generate revenue. By pursuing a direct listing strategy, the company secured $3.2 million through a pre-listing private placement and successfully went public in December 2023.

Onfolio
When Onfolio partnered with us, the company was generating approximately $250,000 in revenue. By pursuing a direct listing, they raised $4.5 million through common and preferred share offerings, using the proceeds to fund acquisitions and cover public listing expenses. The company later transitioned to a traditional NASDAQ IPO, securing an additional $13.7 million and has grown revenue by 44x.

SMTP
When SMTP partnered with us, the company had $1.5 million in revenue and $75,000 in profit. To meet public trading requirements, the founder raised $100,000 from friends and family at a $3.5 million valuation. After going public, SMTP built out its leadership team, acquired three startups using a combination of cash, stock, and options, uplisted to NASDAQ, raised over $15 million, and was ultimately acquired for $240 million in cash.

Maxim
Maxim Mortgage, a startup at the time, raised $400,000 in a seed round to launch operations and fund the costs of going public. In its first full year, the company used its stock option plan to build a 120-person team, complete $80 million in transaction volume, and generate $2.3 million in revenue. Eventually, its mortgage operations were merged into an NYSE-listed company, paving the way for a private equity transaction, a $30 million capital raise from an investment firm, and the successful completion of a major acquisition.
