Your portfolio companies operate in markets where narrative directly impacts whether they raise at the right valuation, clear regulatory gates, or win institutional partnerships. Most of them have no plan for this.
The founders you back are building real things. But the audiences who control their outcomes — institutional investors, regulators, government procurement, enterprise risk committees — evaluate companies through narrative before they evaluate them through product.
Your founders' options are bad. PR agencies don't understand their businesses and don't operate at the right altitude. "Go direct" doesn't work when the audience is an LP doing diligence or a procurement officer evaluating vendors. Most founders just ignore the problem until it becomes a crisis.
This is a solvable problem — but solving it requires real experience with the institutional audiences on the other side of the table.
Pre-fundraise positioning. Narrative frameworks and investor materials that help portfolio companies raise at higher valuations from institutional investors who need to explain the thesis to their LPs.
Regulatory readiness. Positioning infrastructure that makes companies legible to regulators, compliance teams, and government buyers. Particularly relevant for AI, defense tech, fintech, and digital assets.
Crisis and special situations. When a portfolio company faces public scrutiny, competitive attacks, or market dislocation — rapid-response narrative strategy from someone who's been through it at the highest stakes.
Founder positioning. Building the institutional credibility of founding teams so they’re taken seriously by the investors, regulators, and partners who control outcomes.
We've built narrative infrastructure through IPOs, M&A transactions, regulatory crises, and institutional capital raises at Robinhood, Affirm, Meta, and Reddit — and advised C-suites on IPO readiness, regulatory positioning, and investor engagement at FTI Consulting.
The specifics: RobiRobinhood through its IPO and acquisitions. Affirm’s capital markets team, marketing securitizations to institutional investors. Meta’s senior leadership through the Libra regulatory crisis. Reddit’s corporate narrative during its critical scaling years. And FTI Consulting’s FinTech & Digital Assets practice, advising on IPO readiness and regulatory positioning for clients like Chime and the Solana ecosystem.
We typically engage at the fund level as a Venture Partner or strategic advisor — available to portfolio companies at inflection points, with deeper engagements scoped on a case-by-case basis.
The economics and structure depend on the fund, the portfolio, and what's actually useful. We'd rather have that conversation directly than publish a rate card.