Our services include a comprehensive evaluation of your businesses "investability" from a new money perspective.
This includes an honest assessment of your captable and other relevant documentation to help identify gaps and opportunities, and make a determination if your business is a candidate for our investor relations program.
By maintaining ongoing communications with current investors as well as prior indications of interest; our issuers prepare themselves for future investment as well as support liquidity for their existing ownership group.
With the advent of digital captable services that are legally allowed to serve as transfer agents and the proliferation of Alternative Transaction System's at many private securities firms; it's easier that ever to compliantly match orders for anyone who indicates an interest in doing so.
We work with clients from all industries, who have already issued: