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Advisory consultations

Your questions.
Our full attention.

A scheduled session with an advisor about your funding position, the options open to a business like yours, and the trade-offs of each.

Open your workspace
Not open yet

Not open to new clients yet. We will say so here the day it is.

Room for the details

An hour with someone who has read your file first.

$499

60-minute deep dive

Written notes you can return to

A useful conversation

Go beyond the amount you want to borrow.

Work through the business behind the numbers, with time for your questions.

  • Where your business currently stands against what funders test for.
  • Which routes are realistic now, and which become realistic after preparation.
  • The cost, security and obligations attached to each route.
  • What to do next, including the option of doing nothing for now.

Consultation formats

Make time for the right discussion.

All prices are in US dollars. Format and availability are confirmed in your workspace before booking or payment.

20 min

20-Minute Strategy Call

$199

A focused conversation

Bring a specific funding question and get clear on the next step.

View workspace availability

2 hours

2-Hour Funding Strategy Session

$899

Time for the bigger picture

Make space for a more involved discussion of your business and funding plans.

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Before you book

Let’s start with your file.

A consultation is more useful when your records are already in the workspace. Prepare your information first so the advisor can read it before your conversation.