You've read what we think. This is where we ask what you're solving for — because the terms that matter to you depend on the answer, and we don't know it yet.
Five minutes. What you need the money to do, and when you need it back. That's what tells us which pathway you're on, and which terms are even relevant to you.
Bring your advisor. We'd rather they were in the room early than reading it cold afterward.
We verify accredited status. That's required, not a formality. Then you get the offering documents, which control in all respects.
You won't get a drip sequence. You won't hear from someone who hasn't read your answers. And you won't get a term sheet before we know whether it's the right one.
We hold high standards for our partners, the same way you do for the people you trust with what you've built. If it isn't a fit, we'll tell you, and you'll have lost twenty minutes.
Start with the 20% of our deals that didn't make money. We'll walk you through them — what we bought, what we got wrong, and what changed because of it.
That's the most useful hour we can give you, and it's the one most firms would rather not schedule.
A short profile. It's how we work out which pathway fits, so the conversation starts somewhere useful instead of at the beginning.