Helping early and mid stage companies raise capital and budget/plan responsibly
About Us
I'm a Start-up.....so where do I start
- Develop internal Policies and Procedures
- Build detailed Budgets
- Financial Planning and Analysis
- Establish a relationship with a local bank
- Hiring
- Expense Management
- Find the best legal representation
Help me raise the right type of Capital
- Venture Debt
- Bank lines of credit
- Issuing asset backed securities/rating agency interaction
- Structured debt/equity
- Loan Sales
- Equity: seed, A, B C
Experience counts!
- 30 years of I-Banking Capital Markets experience (Morgan Stanley)
- Completed > 300 deals exceeding $50Bn
- CFO of CommonBond and West Creek Financial
- Raised more than $1.5Billion in start-up capital via debt, equity and forward flow agreements
- Completed multiple securitizations
- Raised Series A/B/C capital > $100M
About Us
