Our Process
Step 1: Confidential Initial Consultation
We will take this opportunity to know you, your business and your unique capital needs. You will also get to know us, our unique partnership model and approach to funding solutions. We will sign a preliminary confidentiality agreement so you can be assured that everything discussed in the meeting will remain confidential.
Step 2: Preliminary Funding Proposal
You will receive a one-page preliminary funding proposal from us. This will include your anticipated capital needs, recommended sources of funding and capital providers. We will also provide you with a quote on our engagement fee, scope of work and projected timeline. We will enter into a formal agreement once you have decided to engage our services.
Step 3: Comprehensive Evaluation
We will perform a comprehensive evaluation of your business, industry, competitors and market. We will conduct an in-depth capital needs analysis based on your financials and formalize a detailed funding plan to you. Based on the funding plan and proposed capital partners, we will arrange meetings for you to pitch to the relevant investors.
Step 4: Investment Pitch & Close
You will receive investment pitch decks and guidance from us tailored to the specific capital provider. We will assist you along the investment pitches and offer guidance to close the deals.