Cannabis & AgTech

Our Experience

We have advised public companies on mergers, acquisitions, and financings of over $550M of Cannabis and Ag-Tech ventures . 

Cannabis & AgTech Services

Investment Analysis

Our investment analysts are trained and experienced in analyzing complex investments and mapping them into purpose-built financial analyses for you and your stakeholders to make optimal decisions. Financial models are dynamic, user-friendly, and holistic, to capture the nuances of your investment decisions. We lean in on our experience of working with the largest institutions in the United States to adhere to industry best practices. Our investment analysis services include three statement financial models (US GAAP & IFRS), DCF, Mergers and Acquisitions, Initial Public Offering (IPO), Leveraged Buyout (LBO), Sums of the Parts, Consolidation, and Budgets and Forecasting. Our analysis captures all critical metrics: key ratios, such as IRR, NPV, and ROI in comprehensive dashboards that succinctly and visually summarize the investment opportunities.

Business Plans & Pitch Decks

We have prepared more than 300 investor pitch decks, business plans, and confidential information memorandums for its clients across several sectors. We have a deep understanding of how to synthesize data into marketing materials that are tailored to include information that your target audience precisely requires and bases its investment decisions on.

Accounting & Bookkeeping

We can provide you with virtual CFO services, managing your books in both U.S. GAAP and IFRS compliant standards. 

Internal Audit

We can provide you with an internal audit of your financials, and act as a liaison to external auditing firms for you while owning primary responsibility for your company’s views on technical accounting matters.

Transaction Advisory

We can provide you with additional advisory services: negotiate transactions with investors and stakeholders, prepare investor materials, optimize the legal and financial structures of investments and exits, organize and synthesize due diligence, introduce and manage legal and audit relationships.  

Executive Assistants

We provide virtual executive assistants with job descriptions tailored to your exact needs at a fraction of your current cost. We will manage the workflow between your key professionals and the executive assistants to help optimize your operational efficiencies.


(510) 853-9545

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