Partners

CAPITAL RAISING & SERVICES

The execution of and/or raising capital from or by investor to grow a private company.

Financial Education & Communication

Financial planning and investment portfolio management advice for individuals.

Fund Administration

Manage the books and records for portfolio investment companies.

HR & Compensation Services

Total reward plan design and compensation assistance, including compensation and equity survey data.

LENDING

Recourse and non-recourse financing against shares owned by borrowers.

Marketing Services

OUTSOURCING SERVICES

PRIVATE TRANSACTIONS & LIquidity

Brokerage services for individual securities transactions and capital raising for companies. Company controlled program to allow shareholders to sell their shares.

TAX, LEGAL & ACCOUNTING SERVICES

Providers offering services in legal, tax, accounting and more.

VALUATION PROVIDERS

409A valuation and advisory services.