The Full Advisory Stack
Every advisory service we offer runs on the same capital intelligence infrastructure. Institutional fundraising, deal origination, fractional investor relations, portfolio company business development. Same foundation: primary-source intelligence, outreach under your brand, full data transfer at conclusion. 25+ years of capital markets expertise, backed by autonomous AI that does the work a team of 20 analysts couldn't.
Core Services
Two primary modules
Extended Services
Same infrastructure, adjacent problems
Why It Matters
Advisory vs. brokerage
Placement Agent Model
- ✗Success fees tied to capital raised
- ✗Broker-dealer registration required
- ✗Incentive to close, not to qualify
- ✗Fundraising only — no adjacent services
- ✗Shared analyst pool across clients
- ✗Transactional relationship
Praxis Rock Model
- Predictable monthly engagement
- No broker-dealer registration needed
- Incentive aligned with introduction quality
- Full advisory stack across four service lines
- Dedicated infrastructure per engagement
- Month-to-month after initial term
How We Work
From conversation to engagement
Conversation
A 30-minute call to understand your firm, thesis, and where the current infrastructure falls short. No pitch deck, no proposal — just a direct conversation about what you need.
Assessment
We map your target universe, define the ICP, and outline the outreach architecture. You see the strategy before anything launches. Scope and timeline are set here.
Engagement
Infrastructure goes live. Outreach executes at controlled volume, qualified responses route to your team, and the program compounds over time. Month-to-month after the initial term.
Common Questions
Frequently asked questions
Every service line runs on a predictable monthly engagement. All engagements become month-to-month after the initial term, cancellable with 30 days notice. Contact us for specific pricing by service line.
Business Development uses the same platform infrastructure as Deal Origination and Fundraising, but targets potential customers, strategic partners, or commercial relationships for operating companies. The platform defines your customer ICP, builds the target universe from primary sources, enriches contacts, crafts personalized messaging, executes outbound programs at controlled volume, and routes qualified responses to your sales team. Ideal for PE-backed portfolio companies needing customer pipeline acceleration.
Fractional IR provides a senior investor relations professional embedded under your brand. The service covers roadshow logistics and scheduling across cities, investor messaging consistency, data room readiness, ongoing LP communication and pipeline management, event coordination and RSVP management, payment processing follow-up, presentation deck review, and systematic follow-up across every investor conversation. It builds on top of the fundraising outreach and adds the full conversion operation.
Yes. Many clients begin with a single service line and expand as needs evolve. A fundraising client might add Fractional IR as the raise progresses and conversion support becomes critical. A deal origination client might add a business development lane for a portfolio company. The infrastructure is designed to support multiple concurrent workstreams.
Clients provide block lists of emails and domains that are enforced as persistent suppression, not just campaign-local filters. Block lists apply permanently, not just to a single campaign. We maintain a three-tier suppression system: global blocks, client-specific blocks, and campaign-specific blocks. Your existing relationships are protected from the first message we send.
Qualified responses can flow into your existing CRM, workflow tools, or shared workspace. We configure the routing during onboarding to match your internal process. The goal is that qualified conversations land exactly where your team already works.
No. The platform operates as a force multiplier, not a replacement. It owns top-of-funnel infrastructure: data, research, outreach, and qualified meeting generation. Your principals and team own the conversion conversations, relationship development, and deal execution. The question is whether sending emails and managing data infrastructure is where your competitive advantage should live.