We fully understand the need to conduct a thorough due diligence prior to engaging in any professional relationship, as due diligence is part of our own filtration process.
Due to the mandates of federal and state(s) securities laws regarding compliance of our portfolio companies to qualify for FEDERAL AND STATE EXEMPTIONS FROM SECURITIES REGISTRATION, we are PROHIBITED from identifying our portfolio companies, so as not to violate those exemptions from securities registration.
However, from time-to-time our portfolio companies, as well as our Partners, will send us un-solicited testimonials about their successes and appreciation they have for our process, which we are allowed to post here to assist you in your due diligence efforts.
Prior to 2021, we never advertised our “Wall St. to Main St.” capital raising process. 100% of our portfolio companies came through a highly selective referral network, by invitation only. Since then, we’ve opened the door for anyone who has what it takes to go the distance.
Voices of Appreciation
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"Get closer than ever to your customers. So close, in fact, that you tell them what they need well before they realize it themselves."
– Steve Jobs