A GUIDE THROUGH
  THE FUNDING PROCESS

Have you gotten interest in your project through a query or other means?  Are you unsure how to structure the deal?  Need help making formal presentations? Want a personal coach to help you successfully move from the initial VC courtship phase to a marriage with the right VC team? 

We work with a partner with over 16 years in the business who can take your search for funds to the next level.  Here's a more detailed description of what they do.  Contact us if you think you are ready, and then, if it sounds like you are, we can refer you to our partner.

  • Our partner is a financial services firm which will further identify and qualify the right capital partner for your company, regardless of whether you are in the startup, expansion or recapitalization stage. 

  • Their expertise lies in their ability to properly guide you through the capital acquisition process; they remain at your side, every step of the way.  You only pay for out-of-pocket expenses; they only receive a success fee on the deal after your funding comes through.

  • Beyond the firms you contact through a query, they draw on their database of personally known venture capital and private equity contacts, who prefer to be introduced to funding opportunities by people with whom they are familiar.

  • Their core executives possess more than a century of combined experience working in the fields of finance, sales, and marketing. They are generalists who will consider working for clients within all industries and sectors. 

  • Their process, which has been refined through the years, works like this.  They first speak with each potential client at length to determine if your firm and their processes and services are a match.  During this initial conversation, their executive management team gains a full understanding of your company or venture and the effectiveness of your presentation in describing your company to venture capitalists.  They look for excellent verbal presentation skills, topnotch presentation materials, and strong management, as do the personal funding sources they deal with each day.  Should anything be lacking, they will make suggestions on what to do to improve.

  • In addition, their staff will review your business plan, including your historical (if any) and forecast financials, and make suggestions, if needed, on improvements here, as well.

So, does it sound like you are ready for this more personal grooming? If so, contact us directly for a referral to this highly qualified financial services group.