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One page back to you. Deliverable, fee, timeline, terms.
We work with a limited number of clients each year. New retainer slots open quarterly. Per-deliverable work has no waitlist.
Reach Out Directly
We welcome direct outreach from sponsors, GPs, and operators preparing a deal for investors — and from brokers and owners who need the analyst work behind one.
Capistrano partners with Prescott Wealth & Tax when client engagements intersect with portfolio wealth and tax considerations.
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We respond within one business day.
Most engagements price straight off the published menu — System Setup $7,500, Deal Page $2,500, Full Raise Package $5,000, Investor Relations Retainer $500–$1,000/month. The one-pager confirms deliverable, fee, timeline, and terms. Fees are flat and never contingent on your raise.