As the associate and referring party, we are responsible to preview perspective sponsors and determine their ability to qualify as a client. Our partners do not accept “walk-ins” or random requests for funding facilitation services
Within this process, we can start off with a level of comfort for all parties. The potential sponsor/project is reviewed by our partner organization and if the opportunity and the management experience meets their standards, they shall offer the sponsor an invitation to participate in the funding facilitation programs, either Debt, equity or some combination.
drafts its Consulting Agreement and Non-Circumvent/Non-Disclosure documents, the sponsor reviews and executes, and begins the accumulation of Due Diligence related project information. They, our partner, will identify the principals, the entity(s) involved and the opportunity.
We cannot agree to provide any inducement, recommendation, or referral that remotely may lend itself to be considered solicitation. We cannot reveal any client, directly or indirectly as stipulated and defined by our consulting documents. We do not engage in sales marketing other than maintaining a website and we strictly follow all non-solicitation requirements. All prospective clients must be recommended to us.
Our most stringent protocol is absolute client/investor confidentiality. It is this policy that allows us to work with the largest of projects and both private and public investment groups. We maintain at all times, a non-circumvent/not disclosure agreement with all parties and may not under any circumstances reveal our client information. Investor information is available to our client base but any third party release of investor identity shall be considered a default and all ongoing agreements shall be nullified.
Our programs are strictly structured and not conditional to client preferences. Our retainer is a pass-through fee we charge and then pay to our administrators to prepare, review, correct and integrate the client project/company pre-approval/documents. We collect and make sure the documents meet the investor’s requirements for accuracy and structure to qualify, and it’s a lengthy list. We are solely responsible for the pre-approval process.
is specifically positioned to protect investments with small to medium size businesses.
They nurture the entire process. Their mission is to provide the due diligence that the endeavor requires. They assimilate all the research, market, feasibility, financial and background material.
The process is custom designed by each investor or group to clarify what they require to make the best investment decision. Our partner’s opinions are available as desired. They can even provide management oversight on an ongoing basis.
Now you could really hedge your bet and minimize your risk, by engaging their comprehensive and integrated consulting firm to ensure the greatest chance of success and the strongest return on your investment.
Our partner knows that they can save you countless hours via our associate relationships by providing a resource of proven professionals to access projects in the most diverse and unique fields.
We as their associate will assist you through the whole process.