Who we serve

For founders who are serious about the raise.

SugarTime is for founders raising real capital, or weighing a sale or a merger. Revenue or not, what matters is that you're serious and the number is real.

Being selective is the point. The founders we say yes to get David's full attention, which only works because we're honest with the ones we can't move the needle for.

The honest version

Is this you?

We're a fit if

  • You're raising real money, roughly $500K or more, or weighing a sale or merger.
  • You're serious, and ready to actually move, not just gathering quotes.
  • You're the decision-maker on this.
  • You want someone on your side of the table, in the room, not a broker with a list.

Probably not yet if

  • You're raising less than a few hundred thousand.
  • You want someone to promise you a check. Nobody honest can.
  • You're gathering quotes with no real timeline.
  • You need a broker to run a list, not someone in it with you.

Three founders we work with

Where you are, right now.

Raising

The founder raising to grow

A vision bigger than the bank account. You need the right capital, on the right terms, and a story investors actually respond to, whatever stage you're at.

Exiting

The owner exploring a sale

You've built something real and you're weighing a full or partial exit. You want to understand what it's worth, who the right buyers are, and how to run it without tipping your hand.

Moving

The operator making a move

You're acquiring, restructuring, or positioning for what's next. You want someone who's sat on the institutional side to pressure-test the plan and open the right doors.

It's not your industry. It's you.

What matters isn't your industry, and it isn't your revenue. It's whether you're serious, the number is real, and there's something worth putting a Wall Street playbook behind. If there is, David can help. If there isn't yet, he'll tell you straight.

Built on Wall Street Morgan Stanley · Merrill Lynch

Think you're a fit? Let's find out.

The intake takes about four minutes and tells us both, honestly, whether there's something here worth David's time.

Start your intake