Schedule A Meeting
Our Approach
- You must be an accredited investor i.e. annual income over $200k ($300k combined with a spouse) or net worth of $1 million (alone or combined with a spouse). Also includes family offices, trusts, companies, other entities and institutions with more than $5 million in assets
- We walk you through our approach regarding both pre-IPO companies and accelerator companies
- Goal of the call is to share information. There is no requirement or expectation of any action or committment after the call
- We believe in long term relationships so will tell you if we do not think it is a good fit for you