We can sometimes make informal introductions to potential investors or other intermediaries. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally arrange financing (see Beware of Finders in our Blog). Please seek legal counsel and make sure that any “finder” you talk to is properly licensed with FINRA before you hire them. Failing to do so may expose you and your company to significant liability.

No, we are management consultants, not investors.

If you run a business, then it’s probably safe to say yes. In fact, you may require more than one business plan: one for raising capital and one for running your business. The former is a compact, easily digested strategic document that is designed to persuade potential investors to pick up the phone and invite you to their offices for an initial meeting. The latter is a more detailed document serving as a day-to-day roadmap, detailing the tactics supporting your overall strategy. The former needs to be an attractive document that sells; the latter can be a collection of spreadsheets, lists, research summaries, and other documents stuffed in a binder that you refer to and update on a regular basis. We specialize in preparing the capital-raising business plan, but many of the by-products are suitable for use in the operating business plan.