Please describe your company and your position there.

AI platform for optimization of HVAC in commercial real estate. Investor relations manager.

For what projects/services did your company hire

My collection of clients and companies look to raise anywhere from $1M to $100M in funding to facilitate their growth plans. Raises came in with the knowledge, contacts and standard operating procedures in order to help us facilitate that capital requirement and subsequent growth.

How did you select this firm and what were the deciding factors?

We selected the form based on word of mouth and ultimately after speaking with the director of we found them to be incredibly trustworthy and helpful in our pursuits.

Describe the project in detail and walk through their service package.

The package included several mastermind networks that contain high value contacts whom can help with the facilitation of deals, feedback and ultimate closure of deals. The main product is the self serve banking investment tool which allows for the sourcing of investors and well as the training that goes hand in hand with the tools you receive. This allows you to make the best decisions, tactics and strategy for raising your first and subsequent rounds.

How many resources from the vendor’s team worked with you, and what were their positions?

CEO Multiple associates and deal makers. Lawyers and investment bankers

Can you share any outcomes from the engagement that demonstrate progress or success?

I have more than 10 times my investments and have no intention of stopping soon.

How effective was the workflow between your team and theirs?

I would say very effective. They are very responsive and eager to help.

What did you find most impressive or unique about this company?

The desire to help and the network.

Are there any areas for improvement or something they could have done differently?

They are always developing their offerings and beyond so as long as they keep doing that they’ll be great!

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