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US-Based SME Services

Since 2015, our team has worked with more than 2,950 companies nationwide. Our clients include companies in hospitality, restaurants, entertainment, retail, fashion, and manufacturing with revenues typically under $25 million per year.

1. Raising Money

We help raise money from investors and alternative financing.

2. CFO Service

We manage company finances and advise CEOs and executives.

3. Strategy

We plan out your company's cash needs and financial prospects.

4. Efficiency

We analyze your offerings and advise on optimizing sales and margins.

Getting Your Funding

How we help you build your offering.

We take your company from a concept to an investable offering. We start by building out a comprehensive financial model. Next, we pair that with an effective strategy for creating a fundraising round, paying investors, and establishing management rights that make sense for your particular deal. Finally, we work with a corporate lawyer to get this plan into an official offering document to use in raising money.