Capital Allocation and Strategy

Service Description

Every dollar of capital has a cost — in interest, in dilution, or in the opportunity you give up by not spending it elsewhere. I help boards and leadership teams work through those trade-offs directly: whether the next raise should come from debt or equity, how much dilution is worth accepting for a given amount of runway, and where scarce capital should go to create the most value. This isn't theoretical planning. It draws on hands-on experience managing lender relationships, covenant compliance, and complex debt and equity financings — the same conversations boards have with their banks and investors, brought in-house as part of your financial leadership. The outcome is a capital strategy your board can stand behind, and defend, at every stage of the company's growth.