FIND THE RIGHT ANSWERFrequently
Asked Questions

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

Please note that we cannot help our clients raise capital. This is a service that is heavily regulated. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally offer this type of service. Please make sure that any “finder” you talk to is properly licensed with FINRA before you hire them.

We help entrepreneurs get ready to raise capital. This usually consists of some or all of the following services.

Please note that we cannot help our clients raise capital. This is a service that is heavily regulated. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally offer this type of service. Please make sure that any “finder” you talk to is properly licensed with FINRA before you hire them.

• 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