Our Proven 5-Step Process
A systematic approach designed to maximize your funding success while minimizing time and effort.
Personal Business Understanding
24-48 hoursWe take time to deeply understand your business, vision, and growth plans through personal conversations—not just forms and documents.
- One-on-one founder consultation
- Business model deep dive
- Growth strategy discussion
- Personal vision alignment
What You Can Expect
Relationship-Based Matching
48-72 hoursUsing our personal knowledge of both your business and our investor relationships, we identify the perfect fit beyond just criteria matching.
- Personal investor relationships
- Cultural fit assessment
- Strategic value alignment
- Long-term partnership potential
What You Can Expect
Thoughtful Introductions
1 weekPersonal introductions to investors we know will be genuinely interested, with context about why this is a perfect match for both parties.
- Personal relationship leverage
- Context-rich introductions
- Pre-conversation preparation
- Ongoing relationship facilitation
What You Can Expect
Due Diligence Process
2-4 weeksStructured due diligence with standardized documentation and legal support throughout the process.
- Document room setup
- Legal review support
- Financial verification
- Reference checks
What You Can Expect
Term Negotiation & Closing
2-3 weeksFacilitated negotiations with legal guidance and market-standard term optimization for successful closure.
- Term sheet review
- Legal documentation
- Closing coordination
- Capital transfer