Get independent, objective, insights and advice

When a problem or an opportunity is big enough, it's always a good idea to seek independent, objective, insights and advice from more than one source

We are frequently asked to weigh in on proposed alternative and/or preferred financing strategies, securities offers (e.g., pre-seed valuation caps vs discounts vs warrants, etc.), deal point negotiations (in both Angel and VC lead financings, aka Term Sheet Battle (TM), co-founder equity allocations (and divorces), value creation (built to sell) models, university tech transfer, corporate innovation/CVC, liquidity options through private and public secondary markets, intermediary engagement terms, buy and sell-side mandates, and the like. 

"Pit Stop" and "Second Opinion"
Strategic Venture Finance Advisory Calls

Calls to Structured as One Hour Zoom Calls, and it is anticipated that there will be no more than 30 minutes invested to review materials prior to the call, and no more than 30 minutes to draft post-call notes to client. If the conversation requires more time, then additional costs will be incurred for additional calls/work, through one of our other service packages.

Included in "Pit Stop" and "Second Opinion" Strategic Advisory Calls