You provide the company, capital requirement and supporting materials through a structured intake, with a clear record of everything supplied.
A structured assessment shows how an institutional capital provider may read the opportunity, with gaps and recommended actions. It is a commercial view, not legal, tax or investment advice.
The opportunity is scored against investor mandates. Every recommendation carries a rationale, and every concern is stated.
You approve or reject each proposed investor and every message before anything is sent. Approvals are date stamped and auditable.
Sequenced, personalised messages are sent under the agreed sender identity within controlled daily limits, with immediate pause available and automatic suppression of anyone who opts out.
Interested investors reply to you. Meetings, NDAs and data room access follow under your control, and the relationships remain yours.