FAQ
We take pride in our ability to quickly understand the fundamentals of almost any industry or technology. Our experience covers diverse markets, including green technologies, medical devices, biotechnology, e-commerce, telecommunications, e-learning, real estate, finance, healthcare, manufacturing, retail, consumer products, media, aerospace, artificial intelligence, energy, and more. While you bring deep industry knowledge, our true value lies in knowing what investors want to see in a promising opportunity.
We help entrepreneurs get ready to raise capital. This usually consists of some or all of the following services:
- Business plan development
- Financial forecast development
- Pitch deck (investor presentation) preparation
- Strategy development
- Market research and analysis
- Competitor research and analysis
- Financial analysis
- General coaching and advisory services
- Capital formation strategy
We can sometimes make informal introductions to potential investors or other intermediaries. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally arrange financing. Please seek legal counsel and ensure any “finder” you engage is properly licensed with FINRA before hiring them. Failing to do so may expose you and your company to significant liability.
If you run a business, you likely need two business plans: one for attracting investors and another for daily operations. The first is a concise, persuasive document designed to secure meetings with investors. The second is a detailed roadmap with tactics, data, and updates for managing your business. We focus on creating investor-ready plans that also serve as strong foundations for your operational plan.
No, we are management consultants, not investors.