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Start-Up, Early-Stage, Later-Stage Funding

Portfolio Company Capital Application

In accordance with our Broker-Dealer Readiness Ratings System™ we are interested in your application to become a portfolio company and qualify for a substantial investment of private market capital, either directly or indirectly, by our firm, in accordance with our Company Investment Policy Statement. 

 

Any company may use our system to determine its BDR Rating™ and state of true readiness for private capital market investment at any time and at no cost.

 

However, entering the system and providing reasonably accurate company information may require some time, depending on the immediate availability of your company information. 

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Determination of your BDR Rating™ may vary according to the accuracy of the information provided. The greater the accuracy of your business information, the more focused your rating outcome will be. 

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Your BDR Rating Report™ will not necessarily include the recommended program steps to be addressed  to increase your company’s Broker-dealer readiness, as this information is only provided to a company that has either become an Executive Member in our Corporate Engineering Conservatory™ or has already engaged our firm for Corporate Finance Advisory Services.

INSTRUCTION NOTICES

 

  • PLEASE DO NOT CLOSE OR EXIT THIS FORM UNTIL YOU HAVE COMPLETED IT. Your information is not saved until you click the button on the last page. 

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  • When answering financial questions about your business, exact dollar amounts are not required. However, please approximate with as much reasonable accuracy as possible to ensure a correct rating outcome for your company.

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  • Your BDR Rating™ results will be emailed to you within 3-7 business days after completion of the below form. 

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