For investors and board members coordinating a portfolio company that isn't going to make the next round. Discreet, fast, recovery-focused. The Triage AI memo arrives in one business day with no obligation.
Every engagement is structured around the question that matters: how many dollars reach the bank account, on what timeline, with what defensible record? Three workstreams sit underneath that question — financial, network/auction, and forensic. They run in parallel.
Cap-table, liquidation-preference, and creditor-recovery scenarios run by Jonathan Bitumba (Acting CFO Trademarkia, founder Nestarion Investments, four years at AB InBev including major brand-acquisition M&A workstream). Triage AI memo in one business day. Tier II Aligned engagements earn nothing below the agreed creditor recovery threshold.
Acquirer relationships across consumer, enterprise SaaS, hardware, fintech, AI, and gaming, sourced through Trademarkia's 125,000+ client network in 80+ countries. Auctions and bakeoffs run by Raj Abhyanker (inventor of Nextdoor.com, founder of Trademarkia, 5-yr NVIDIA outside counsel, patents licensed/sold > $1B). Brand-asset value preservation by Michael Markos.
Asset-preservation, fraud detection, and audit-grade governance run by Amien Gassiep (24 years across Big 4, JSE-listed entities; IIA Fellow, CISA, ACFE member; documented R4M+ asset recovery). Live ledger from day one. Distributions survive creditor scrutiny years after closing. For boards facing real fiduciary exposure, this is the most defensible record available outside a court-supervised proceeding.
Most engagements come in through one of these. Both start the same way: a confidential conversation with a VC partner, board observer, or counsel — not with management — and an independent assessment of the situation.
Financial distress does not always destroy value.
Poorly managed distress often does.
The fears that drive an investor to make this call are different from the fears that drive a founder. We build the engagement around your set, not theirs.
Engagement letter signed; assignee entity stood up; cash control stabilized; audit-ledger live. Within days, not months. Management transitions to a defined post-engagement role or out.
Forensic-grade ledger from day one. Cash, IP, inventory, customer records, and litigation claims all locked down before any can dissipate. Insider activity flagged and investigated where suspected.
Structured auction or bakeoff across the acquirer network. Stakeholder communications coordinated through your firm where appropriate. No public bankruptcy filing in California ABCs. Your LP letter doesn't write itself, but the wind-down doesn't fight you on the way out.
Send the company name, your role on the cap table, and a sentence on the situation. Triage AI memo arrives in one business day. No obligation to engage.