Services

Five offers and two packages.

Each offer runs on its own or inside a package. Every phase closes on a defined exit criterion, not a calendar.

Offers

For · Deliverables · Inputs · Exit criterion

01

Deal Structuring

Models, valuation, instruments and terms that hold up in the boardroom.

For

Companies preparing a round and investors evaluating one.

Deliverables

  1. 1.1Financial model with scenarios and unit economics
  2. 1.2Valuation range with method and comparables
  3. 1.3Instrument options: SAFE, convertible note, priced round, SPV
  4. 1.4Cap table and dilution scenarios through the next rounds
  5. 1.5Term sheet review and negotiation memo

Inputs we need

  • Latest financials and model, if any
  • Current cap table
  • Target raise and use of funds

Exit criterion

Board-approved structure and a term sheet ready to send.

02

Data Room

A complete, indexed, diligence-ready room in your own cloud.

For

Companies entering diligence or preparing to.

Deliverables

  1. 2.1Data room index mapped to investor diligence lists
  2. 2.2Gap list with an owner for each missing item
  3. 2.3Folder structure and permissions in your own cloud
  4. 2.4Q&A log and diligence tracker
  5. 2.5Investor walk-through rehearsal

Inputs we need

  • Access to your cloud folder
  • A named owner on your side

Exit criterion

Every index row has a document or a named owner, and the investor walk-through is done.

03

Investor-Facing Presence

Website, deck and updates that match the quality of the business.

For

Companies and funds whose outside presence does not match their quality.

Deliverables

  1. 3.1Positioning and narrative
  2. 3.2Website designed and built
  3. 3.3Investor deck and one-pager
  4. 3.4Investor update template

Inputs we need

  • Brand assets
  • Approved facts and figures

Exit criterion

Live site and deck approved by the client.

04

AI Operations

Agents and playbooks that run your recurring finance, investor and marketing work.

For

Companies and funds with repetitive finance, investor, marketing or diligence work.

Deliverables

  1. 4.1Operations repository with agent instructions, status and decision log
  2. 4.2Secret-scan guard and continuous integration
  3. 4.3Agents for inbox triage, call notes, reporting and marketing
  4. 4.4Playbooks your team can run
  5. 4.5Handover and training

Inputs we need

  • List of recurring processes
  • Tool access granted by you, never shared credentials in chat

Exit criterion

Your team runs at least one recurring process with agents, without us.

05

Wealth Management Advisory

Screening, structuring and portfolio support for family offices and funds.

For

Family offices, wealth managers and VC firms.

Deliverables

  1. 5.1Deal screening and investment memos
  2. 5.2Structuring for co-investments and follow-on rounds
  3. 5.3Portfolio company support through offers 01 to 04
  4. 5.4Portfolio reporting automation

Inputs we need

  • Mandate and criteria
  • Access to the deal or portfolio materials

Exit criterion

Screening memo or reporting pack delivered and accepted.

Packages

Offers combined into phased engagements

Two packages, run in phases.

For a company preparing a round

Offers 01 · 02 · 03 · 04 optional

Raise Ready

A · StructureB · Data roomC · PresenceD · AI ops, optionalExitExitExitExit
  1. AStructure. Exit when the structure and term sheet are approved.
  2. BData room. Exit when the index is complete and the walk-through is done.
  3. CPresence. Exit when site and deck are live and approved.
  4. DAI operations, optional. Exit when your team runs investor updates and diligence Q&A with agents.

For a wealth manager, family office or VC firm

For investors · Retainer

Offers 04 · 05 · Retainer

Fund Ops

A · SetupB · Run, in review cyclesExitReviewReviewReview
  1. ASetup. Exit when the operations repository, its security guard and the first agent are running.
  2. BRun. Recurring screening, portfolio support and reporting, reviewed each cycle against the mandate.

Scope

Boundaries we keep

What we do not do.

  • X.1We do not hold client funds or act as a broker-dealer.
  • X.2We do not publish client names or figures without written permission.
  • X.3Estate planning and legal or tax opinions are outside our scope. We coordinate with your counsel.

Contact

Discuss a scope, phase by phase.

Book a callvictor@zarcoideas.com

cal.com/victorgz