We serve two (2) categories of clients.
1. Ready to Start a Transaction Clients. This group knows what they need (a line of credit, monetize an SBLC, or assistance in participating in a private placement program). They submit all of the paperwork we require (you can download all of our forms - KYC, proof of funds, a copy of your instrument if you want us to monetize it, etc., from our website) and book a call with us to get a conversation started.
Once they have provided us with all of the information necessary, we provide them with a service contract detailing the amount of capital we will offer or the value of their SBLC, or how we can help them in their private placement program needs. Once the client approves the service contract, we start a transaction. If this category describes you, please click here.
2. Almost ready to start a transaction. This group requires access to our insights, expertise, and experience before providing us with any documents. They often feel that they only have a few questions to ask, and once they get us into a call, a few questions turn into an hour of consultation -leveraging our years of expertise and experience. This category hires us on an hourly rate as consultants to provide them with all of the information they need to make informed decisions. If this category describes you, please click here.
Meet Anne De Stephanis. Anne is one of the leading business experts specializing in writing business plans as well as helping clients find sources of capital.
Meet Bob Dameron. Over a decade of C level executive experience and helping early-stage companies raise capital. Bob works with founders of early-stage companies about their vision/pitch and needs (capital/connections/advice, etc.) and will require information upfront. You can find Bob and his contact information via LinkedIn.
Meet Freeman Rudulp. We call him Rudulp and love his energy and working with him. Rudulp works on projects over $1 billion and helps clients get credit lines, and works replay well with our team. You can find Rudulp and his contact information via LinkedIn.
Meet Michael Scharf. Michael helps clients with business plan writing, strategy and scaling up. You can find Michael and his contact information via LinkedIn.