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What we do

Raise CapitalThe investors who fit, and meetings with them.Source DealsEvery company in your niche, and who owns it.Grow RevenueWe find customers and partners, and who can introduce you.Map the MarketKnow your market before you commit to it.Underwrite and DiligenceWe check a deal's claims before you sign.Partner firmsFor firms running a raise or a search for their own clients.Data ServicesCustom data from public records, kept current.Government Data ServicesUnclaimed property and public records research.

The firm

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Dinners

Echelon

The private dinner series for family offices and institutional allocators. By invitation only, off the record, around one investment theme.

If your raise or your business fits the theme, you can take a seat at the table.

Schedule a conversation

What an Echelon dinner looks like

A conference floorA conference floor seen from above: three rows of booths with people scattered in the aisles between them.

A conference floor

Rows of booths, all competing for attention.

An Echelon dinnerOne long table seen from above, with seats down both sides. Most seats are filled in dark for allocators, a few are open for speakers, and a dark circle at the head of the table marks the theme. A sketch of the format, not a seating chart of a past evening.

An Echelon dinner

One table, one theme, one conversation.

The theme
One investment theme, set at the head of the table.
Allocators
The people who decide where family and institutional money goes.
Speakers
A few people who invest in the theme, study it or raise capital around it.

What Echelon is

Not a conference. Not a networking event.

By invitation

Seats go to family office principals, institutional allocators and fund managers.

Off the record

What is said at the table stays at the table.

A small room

Service providers are kept to a few, so the talk stays on the theme.

Where Echelon fits in a program

Where Echelon fits in a programRaise Capital and Grow Revenue each draw a line into one point, Echelon and our other private dinners, which sits inside Strategic Communications beside story, materials, bylines, press and conferences.
Raise Capital

A room of family offices and institutions, when a raise calls for one.

Grow Revenue

A table with the people who could send you business.

Echelon and our other private dinners

Strategic Communications
  • Story
  • Materials
  • Bylines
  • Press
  • Conferences
  • Dinners

Genine Fallon, Managing Director, leads Echelon.

The Echelon series so far

First in the series

Echelon I

A private, off-the-record evening in New York in November 2025, for senior allocators from family offices and institutions.

Theme
AI as an Asset Class
Covering
  • Software & Models
  • Infrastructure & Compute
  • Energy & Power
Speakers
  • Jim Kyung-Soo Liew, Johns Hopkins Carey Business School
  • Allen Duan, B Capital Group
  • Yong Joe, TPG Angelo Gordon
  • Jeff Baehr, Praxis Rock Advisors

Next in the series

Echelon II

Additional details to be announced.

Sources and dates
Sources and dates for this page
FigureWhere it comes fromAs of
November 2025The live Echelon page on the Praxis Rock website, which lists Echelon I as held in New York in November 2025; the same fact is in our own records.October 2026

Ask about the next Echelon.

Schedule a conversation
Strategic CommunicationsAbout the partners