Engagement Levels

Structured Advisory Based on the Consequence of the Raise

Halemont Capital offers two structured advisory engagements reflecting different levels of strategic involvement, positioning support, and preparation before serious investor conversations begin — and before access to investors becomes more consequential.

Where appropriate, and following structured preparation, Halemont may facilitate selective, alignment-based introductions within its extended network of private investors.

The level of engagement directly influences how effectively those introductions — and investor conversations more broadly — are positioned.

Engagement selection is based on the consequence of the raise — including what is at stake in ownership, control, timing, and overall outcome.

For founders pursuing a meaningful raise where the outcome materially matters, a higher level of support is typically appropriate to ensure positioning, leverage, and investor alignment are maintained.

Introductions without proper positioning are often where leverage is lost — rather than gained

"For many founders, the decision is not whether support is needed — but how much should be in place before investor conversations begin."

Tier I

Capital Strategy & Alignment

Designed for founders who want the raise properly structured and positioned before investor conversations become more active, while primarily leading investor engagement themselves.

Tier I provides disciplined preparation, investor positioning, and strategic guidance to support early investor conversations with greater clarity and direction.

This level is most appropriate for founders with less complex raises or where a more limited level of support is sufficient before investor engagement becomes fully active.

$15,000

Includes

Advisory Equity: 0.75%

Equity vests over 12 months and is earned over time as the advisory engagement continues. No equity is issued upfront, and if the engagement does not continue through the full term, no equity is issued.

Preparation and Positioning Before Investor Engagement

Tier I is suited for founders who need structured positioning before investor conversations become more consequential.

FOR CONSEQUENTIAL CAPITAL RAISES

Tier II

Strategic Capital Partner

Designed for founders raising meaningful capital where investor perception, negotiation posture, ownership outcomes, and strategic leverage materially affect the direction of the company.

Tier II provides deeper involvement before and during investor engagement — ensuring critical investor conversations are approached with structured strategic support, positioning clarity, and negotiation discipline.

For founders pursuing a meaningful raise, this level of support is typically the appropriate starting point — particularly when the outcome of the raise materially matters.

In these situations, positioning strength before and during investor conversations often determines whether capital is pursued on disciplined terms — or negotiated from a weaker position.

$35,000

Includes

Advisory Equity: 2%

Equity vests over 18 months and is earned over time as the advisory engagement continues. No equity is issued upfront, and if the engagement does not continue through the full term, no equity is issued.

Positioning and Strategic Support Before and During Active Investor Engagement

Tier II is typically selected when the founder wants stronger positioning, deeper support, and greater strategic backing in place before investor conversations become more consequential.

Alignment Structure

Tier I is designed for founders who want the raise structured and positioned before investor conversations become more active, while primarily leading investor engagement themselves.

At this level, introductions within Halemont’s extended investor network are selective and dependent on positioning readiness, with a more measured level of alignment.

Tier II is typically selected when stronger positioning, deeper strategic support, and active backing during investor engagement are required.

At this level, alignment within the investor network becomes more deliberate — with increased preparation, positioning refinement, and context-setting before key investor conversations, often resulting in stronger alignment and engagement.

Capital Raises Are Often Determined Before Investor Conversations Begin.

Positioning, structure, and sequencing influence how investors evaluate the opportunity — and whether leverage is preserved or reduced.

If investor conversations are approaching — or if access to investors is part of the objective — how the company is positioned now will materially affect the outcome of the raise.

Leadership

Halemont Capital is led by Milton Arch, an entrepreneur and strategic advisor focused on capital structure, investor positioning, and how preparation influences the outcome of investor engagement.

His work centers on helping founders avoid entering investor conversations without the structure, positioning, and leverage required to negotiate effectively — particularly in situations where ownership, control, and long-term outcomes are at stake.

In many cases, the difference between a well-structured raise and a compromised outcome is not access to investors — but how the company is positioned before those conversations begin.

Where appropriate, this preparation also informs when and how introductions within Halemont’s extended network of private investors may be most effective.