Founded at the intersection of institutional capital and strategic documentation.
Investment pros at top VC firms, family offices, and tech holding companies lose over 1,500 hours yearly to documentation—hours that could chase a 20X return on a $5M investment. Instead, they’re swamped in pitch decks, financial models, and business plans.
Give up critical deal flow hours for doc creation—missing out on potential $100M+ returns.
Rush subpar materials, risking institutional credibility and high-return deals.
We bridge the gap between institutional demands and efficient execution. Partnering with Pre-Seed, Seed, and Series A VCs, our systematic approach transforms deal documentation from a time sink into high-impact, institutional-grade outputs—freeing up critical hours to pursue the next $100M+ opportunity.
Investment pros focus on what matters most—sourcing deals, driving growth, and building value—while maintaining premium documentation for every opportunity.
At Robert W. Baird & Co. (a FORTUNE 100 Best Company), our founder gained a 360° view of finance—from investment banking to asset management.
Launching and scaling ventures revealed real-world startup challenges, igniting our passion to empower founders and investors.
Managing private capital exposed a major bottleneck – excessive hours spent on documentation at the expense of deal flow.
We began by crafting capital-raising materials for founders, soon attracting holding companies who needed institutional-grade documents without sacrificing time.
Our collateral has helped raise over $100 million globally. Now, we merge institutional rigor with entrepreneurial agility to free critical deal flow hours.
Carlos combines institutional finance expertise with entrepreneurial execution, reshaping how venture capital firms, family offices, and tech holding companies tackle strategic documentation.
He built his foundation at Robert W. Baird & Co., gaining investment banking, capital markets, and private wealth experience while helping manage a $250M book of business through he development of cross – border investment networks. After Baird, he launched and scaled technology-enabled startup ventures, giving him firsthand insight into founder needs—an entrepreneurial perspective that now anchors Artem’s approach.
Carlos holds an MBA from the University of Wisconsin-Madison, an undergraduate degree in International Business and Marketing from Marquette University, and financial planning credentials from Northwestern University.
Outside of work, he trains in Boxing, Muay Thai, and Grappling, travels extensively, and spends time with his Maltese-Shih Tzu, Marco. He is fluent in English and Spanish.
Every document is crafted by our elite network of experts—financial modelers who built frameworks for leading investment firms, designers who shaped Fortune 500 presentations, and strategic storytellers with institutional investment DNA