Professional Investment Process
Our proven 5-step investment process guides you from initial consultation to successful funding completion with expert support at every stage.
Personal Consultation & Assessment
1-2 weeksDirect consultation with our senior team to understand your business, funding needs, and investor-readiness. No automated screening or junior staff—only experienced professionals.
- One-on-one founder consultation with senior team
- Investment readiness assessment and guidance
- Business model and growth strategy review
- Personal funding journey planning
What You Can Expect
Strategic Investor Matching
2-3 weeksManual matching with 3-5 highly relevant investors from our personal network. We consider sector expertise, stage preferences, ticket size, and cultural fit—not database algorithms.
- Personal investor relationship leverage
- Sector expertise and stage alignment
- Cultural and strategic fit assessment
- Long-term partnership potential evaluation
What You Can Expect
Context-Rich Introductions
1 weekPersonal introductions leveraging our established relationships. We provide context about why this is a perfect match, including your unique value and the investor's strategic interests.
- Relationship-based introductions, not cold outreach
- Context-rich communication explaining the fit
- Pre-meeting preparation for both parties
- Ongoing facilitation throughout discussions
What You Can Expect
Due Diligence & Deal Support
4-6 weeksHands-on support through investor meetings, due diligence processes, and term negotiations. We facilitate discussions and help structure deals that work for both parties.
- Investor meeting facilitation and preparation
- Due diligence process guidance and support
- Term sheet review and negotiation assistance
- Deal structuring and closing coordination
What You Can Expect
Funding Completion & Ongoing Partnership
1-2 weeksSupport through final documentation and closing. Continue working together for future funding rounds as your business grows and needs evolve.
- Closing process coordination and support
- Legal documentation assistance
- Post-funding relationship management
- Future round planning and preparation