frequently asked questionsFAQ


On this page we have collected the most popular questions, so that you could easily find the answer for almost any question you may have.

  • What industries do you specialize in?
  • Can you guarantee that our plan will raise capital?
  • Can you help us raise money?
  • What makes your business plans so special?
We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. Some of the markets we have served include green technologies, medical devices, biotechnology, Internet/e-commerce, telecommunications, distance education/e-learning, real estate, financial services, healthcare services, manufacturing, retail, food service, consumer products, media and entertainment, aerospace, artificial intelligence, enterprise software...
Of course not. Nobody can make that guarantee. A good plan is essential, but a plan alone will not get funded. Although we will do our best to help you prepare, we have no control over how well you present yourselves to investors, or how well you answer their questions.
We can sometimes make strategic introductions to potential investors or other intermediaries. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally offer this type of service (see Beware of Finders in our Blog).
We are happy to report that about half of our plans have raised capital, and a good portion of the rest resulted in an acquisition or currently have commitments for investment from prior round investors. Each plan is hand crafted to reflect the client's specific circumstances.

Some of your Questions

If you need help, we have a list of frequently asked questions and answers. We strive to give you the best buying experience possible. Click a question below to view the answer:

What happens after you've delivered the final documents?

We remain available, at no extra charge, to answer follow-up questions, provide advice, and to make minor changes to the documents we produced for you.

Do you ever invest in your clients?

No, we are management consultants, not investors.

Are your materials all that we need in order to start looking for capital?

Not necessarily. Your attorney should be able to supply supplemental materials to ensure that your offering complies with state and federal securities regulations. You will also need to assemble all of the documents that investors typically review during the due diligence process, such as corporate by-laws, employment agreements, employee stock option plan, joint venture agreements, customer and supplier agreements.

How do you price your services?

In general, we charge a pre-determined fixed fee.

Do you have references?

Certainly. We would be pleased to introduce you to our past clients. However, in order to respect the time and generosity of our past clients, we provide references as the final step before you sign the engagement letter.