The first step is always genuinely listening.
When we reach out to an investor for the first time our
objective is never to sell them on an opportunity.
Our first priority is to LISTEN and understand their objectives and
then search our rolodex for relevant fits.
The next step in any relationship is getting on the same page. Setting expectations and establishing a clear path forward.
Learn how we operate and understand what sets us apart.
Dream it.
Share the vision. Whether it’s the ideal investment opportunity or the ideal investment partner.
Plan it.
Get on the same page. Understand the most important aspects and non-negotiables. What each side needs to reach the end goal.
Prep it.
Get to work and make sure everyone has what they need. Keeping the lines of communication open is the greatest asset everyone can bring to this stage.
Grow it.
Get in the hunt and go after it. It’s time to bring together your vision, our team and it’s rolodex to bring that initial dream full circle.