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Financing & Investment Management

SBIR / Grant Oversight

We offer comprehensive support with SBIR (Small Business Innovation Research) / Grant Oversight. We will assist you in navigating the complexities of grant funding, ensuring proper financial management and compliance with funding requirements, providing accurate financial reporting, and maximizing the impact of your research and development projects, helping you secure continued funding and successfully advance your innovative initiatives.

Banking Relationships / Lending

We can provide valuable expertise in managing your Banking Relationships and Lending needs. We will assess your financial requirements, negotiate with banks on your behalf, and optimize lending terms to secure competitive financing options that align with your business goals, helping you build strong banking relationships, improve cash flow, and access the capital necessary for growth and expansion.

Lender & Lease Negotiations

Leveraging our financial expertise and negotiation skills, we can work on your behalf to secure favorable terms with lenders and landlords, optimizing loan conditions and lease agreements to suit your business needs, ultimately helping you save costs, enhance cash flow, and strengthen your financial position.

Series A/B Fundraising

Leveraging our expertise and industry knowledge, we will guide you through the Series A/B fundraising process. By helping you develop compelling fundraising materials, refine your pitch, and connect with potential investors, we will increase your chances of securing the necessary funding to fuel your company's growth and expansion.

Due Diligence Prep & Support

We will support you throughout the due diligence process, preparing all necessary documentation and providing insights to potential investors or acquirers. By conducting thorough due diligence preparation, we aim to ensure a smooth and efficient evaluation, facilitating a successful transaction or investment.

Fundraising Materials & Pitch Prep

Our firm will work closely with you to develop comprehensive and persuasive fundraising materials. By refining your pitch and clearly communicating your company's value proposition and growth potential, we will help you make a compelling case to potential investors and attract the funding needed to achieve your strategic objectives.

Term Sheet Evaluation & Contract Negotiations

Our team will carefully evaluate term sheets and guide you through the contract negotiation process. By providing expert insights and advice, we aim to protect your interests, secure favorable terms, and facilitate a successful deal that aligns with your business goals.

Cap Table Management

Our firm will assist you in managing your cap table, ensuring accurate and up-to-date ownership information. By simplifying equity tracking and providing support for future fundraising efforts, we will help you effectively manage your ownership structure and navigate complex equity-related matters.

R&D Tax Credit

We will help you identify and maximize R&D tax credits, ensuring you receive the appropriate tax incentives for your research and development activities. Our thorough understanding of tax regulations and eligibility criteria will help you optimize your R&D tax benefits and minimize tax liabilities.

Exit Strategy Planning

Collaborating closely with your team, we will develop a comprehensive exit strategy that aligns with your long-term goals. By exploring various options, such as mergers, acquisitions, or IPOs, and navigating the complexities of business transitions, we will help you achieve your desired outcomes and maximize value for stakeholders.


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