Fill out the brief intake form with the high-level details of your syndication or fund. This gives us the context we need to understand your project and your capital raising goals before we speak.
Select a time on the calendar for an initial discovery call with my Director of Intake. He will learn about your specific project, assess mutual fit, and confirm if your deal is ready to be scheduled for a formal Reg D Strategy Session with me.
After your initial call, if your project is ready for structuring, he will schedule your formal consultation with me. You will receive a 3-minute briefing video. It explains exactly how our flat-fee legal packages work and how we structure your offering to keep you compliant with the SEC.
