1) Fund / Syndication setup and management coaching.

Benefits:

• Fund / Syndication optimization for capital raising, marketability and effective management
• Capital Raising
• Deal Sourcing
• Quarterly and Annual Fund / Syndication management best practices

2) Business and Investment Opportunity Review & Development coaching.

Benefits:

• Syndication/Fund offering documents review
• Syndication/Fund negotiations and terms improvement
• Business Opportunity evaluation and terms improvement
• Business Development

3) Deal Architect

Benefits:

• Deal Architecture strategy optimization
• Capital Stack improvement
• ROI Maximization analysis
• Deal Life Cycle plan development and optimization

4) Private Review and Terms improvement on 3rd party deals

Benefits:

• Review of potential deals (circulating PPMs / OMs by 3rd party sponsors / fund managers)
• Review of Offering documents PPM / OM and due diligence materials
  • 90%+ will be screened out as not worthy
  • Up to 10% are worth further consideration and terms improvement negotiations
  • Terms Improvement negotiations with the Sponsor / Fund manager
• Further due diligence to verify assumptions / pro-forma