Engagement Levels
Two Advisory Engagements — The Right Level Depends on How Much Is at Stake in Your Raise
Both engagements are built on the same principle — preparation before investor conversations begin.
The difference is how much strategic support is in place once investor engagement becomes active — where outcomes are often determined.
Most founders preparing for a consequential raise choose Tier II — where the outcome materially affects ownership, terms, and long-term direction, and deeper support before and during investor engagement helps protect leverage.
Most Selected for Serious Raises
Tier II
Strategic Capital Partner (Ongoing Support)
Deeper strategic involvement before and during investor engagement — for founders who want support in place before investor conversations begin and throughout the process once they do, when leverage becomes harder to protect.
$35,000
Includes
- All Tier I services
- Expanded, alignment-based introductions within Halemont’s extended network of private equity firms, family offices, and private investors — introduced after positioning, preparation, and alignment are established
- Priority positioning and alignment within Halemont’s investor network once fit is established
- Pre-introduction strategic positioning review
- Context-setting communication prior to key investor discussions
- Structured negotiation preparation and capital term review
- Ongoing strategic advisory backing once investor conversations begin
Advisory Equity: 2% — vests over 18 months. If the engagement ends early for any reason, no equity is owed. Nothing is issued upfront.
Founders who want to ensure their raise is properly structured and positioned before speaking with investors — or who prefer to lead investor conversations themselves — often select Tier I, where preparation is the primary focus.
Tier I
Capital Strategy & Alignment
Structured preparation, investor positioning, and strategic guidance before investor conversations begin.
$15,000
Includes
- Structured raise strategy
- Investor positioning refinement
- Investor conversation preparation
- Advisory guidance as investor conversations begin
- Selective, alignment-based introductions within Halemont’s extended network of private equity firms, family offices, and private investors — introduced once the company is properly positioned and prepared
Advisory Equity: 0.75% — vests over 12 months. If the engagement ends early for any reason, no equity is owed. Nothing is issued upfront.
If you’re preparing to raise capital, the Capital Review is where we determine what level of support should be in place before investor engagement becomes more active.
If your raise is straightforward and you primarily need preparation before engaging investors, Tier I is typically sufficient.
If the outcome of the raise materially affects ownership, terms, or long-term direction — and you don’t want to navigate investor engagement alone — Tier II is typically the more appropriate level.
Most founders in consequential raises choose to have deeper support in place before investor conversations begin.
Leadership
Milton Arch, Founder of Halemont Capital, has spent 30 years across venture capital, private equity, energy markets, and startup financing — advising on capital raises, investor positioning, and engagement strategy.
Milton and the Halemont team have been collectively involved in capital raises totaling over $1 billion across industries including technology, healthcare, molecular engineering, and media — supporting founders in preparation and positioning before serious investor engagement.
Milton works with a limited number of founders at any given time. Engagements are accepted selectively — based on fit, timing, and the importance of the raise.
The focus is straightforward: ensuring founders enter investor conversations properly prepared, with the structure, positioning, and support needed to protect leverage.