How Do I Schedule a Consultation?

To schedule a consultation, please fill out our form and we will be in touch with you. Our consultations require no commitment and serve as an opportunity for us to learn more about your business’s needs.

What Should I Bring to a Consultation?

While not required, we recommend that you bring documents that help us better understand your company and its products and services. We will ask for more information about your business as we form our partnership and begin providing our services.

What Industries Do You Specialize In?

Our diverse team has experience in various industries — technology, financial services, retail, investment baking, and more. We do not specialize in a particular industry. Our firm can help virtually all types of companies raise capital.

Do You Work With Clients Outside of Boston?

Yes, we work with clients outside of the Boston area. We have clients from all regions of the United States as well as Asia, Europe, and Latin America. We can schedule virtual consultations for clients not in Boston.

Do You Charge an Hourly Rate or a Fixed Fee?

We charge a fixed fee, not an hourly rate. Our team is just as transparent about our prices as our services. A fixed fee gives you a better idea of how much you will pay before we start the engagement.

How Can I Find Out More Information?

Contact us today to learn more about our services and schedule a free consultation. You can also read more about the services we offer on our website.