How it works
Four steps, and an honest read at every one. Here's exactly what working with David looks like, from the first conversation to a signed deal.
The intake → first call
A direct read on whether we can help.
You've already done the intake, so David walks in knowing your situation. The call is short and honest, what you're really trying to do, and whether he's the right person to help you do it.
Story & numbers
Built to move the right people.
Before anyone sees your company, we sharpen how it's presented, the narrative, the materials, and the financial story that investors and buyers actually respond to.
Access
Introductions to the people who matter.
This is where a career on Wall Street pays off. David opens doors to the right investors, buyers, or partners, and he's in the room for the conversations that decide things.
The close
Negotiated, diligenced, done.
When there's real interest, the work turns to terms. David runs the negotiation and the diligence with the instincts of someone who has sat on the institutional side, and drives it to a signature.
Honestly, it depends on your company and the market. A clean raise can come together in weeks; a complex sale can run months. What we won't do is waste your time pretending otherwise.
The one constant: it all starts with a short intake. That's what gets you onto David's calendar in the first place.
Do the intake, and the first conversation starts from a real place, not square one.
Start with the intake