Services

Three ways to engage, depending on where you are.

We work with founders and CEOs on a fixed-fee or retainer basis, never transaction-based. Each engagement is scoped to the company’s stage and the actual work in front of it, not a packaged template.

Engagement 01 · 4–6 weeks

Readiness Sprint

A focused package for companies preparing for a bridge, SAFE, priced round, or strategic financing. We rebuild the story, sharpen positioning, get the financials in shape, and put the diligence architecture in place before any investor sees anything.

  • Pro forma financials and cap-table review
  • Narrative and deck overhaul
  • Market and competitor positioning memo
  • Data-room checklist and diligence architecture
  • Investor target map
  • Presentation coaching for CEO, CFO, and founder team

Engagement 02 · Ongoing retainer

Capital Process Management

For founder teams that need outside help running a disciplined financing process, week over week, without diverting management attention from the business itself. We are the steady hands on the pipeline.

  • Investor pipeline tracking and meeting prep
  • Diligence request triage
  • Provider coordination across counsel, admin, and tax
  • Board-ready financing updates
  • Follow-up discipline and momentum management

Engagement 03 · Per transaction

SPV & Sidecar Launch Support

For companies or lead investors who want a clean sidecar or single-asset vehicle rather than coordinating multiple direct subscribers. We coordinate the third-party stack and run the workflow end-to-end.

  • SPV platform selection (Carta, Sydecar, Allocate, and others)
  • Counsel, admin, and tax coordination
  • Investor onboarding workflow
  • Close support and reporting framework
  • Post-close communications cadence

Next

Meet the team behind the work.

Rock Piper is led by Ben Shaw and supported by a deliberate roster of affiliated advisors.

Leadership