ATtract & Grow capital
Concierge-level Capital and Financial Advisory services for busy founders
ATtract & Grow capital
Concierge-level Capital and Financial Advisory services for busy founders
What we do for companies
Obtain Capital to Grow Your Business
Startup Funding
As 3x startup founders, as well as startup investors ourselves, our team can help you get "investor-ready" and connect with our network of hundreds of investors.
SBA Loans
Our team led a top SBA lender, so we know what it takes to get approved for an SBA loan. Not only can we help you prepare your application, but we can introduce you to our network of approved SBA lenders.
Non-SBA Loans
SBA loans are not always the best option for some companies. That's why our network includes other loan sources such as DSCR, asset-based, and hard money lenders.
What we do for business owners and Founders
Grow & Protect Your Net Worth
Financial Planning
We work with entrepreneurs to help them build a financial plan so that, like their business, they have an executable plan to help them achieve their financial goals.
Asset Protection
From the right types of insurance to buy-sell agreements, we work with our clients to help make sure they have the right asset protections in place.
Wealth Accumulation and Preservation
Together we will establish a plan for building and preserving the wealth you are building.