We help startup founders that struggle with raising capital.

#START – Seed To Acquisition Roadmap Training

When It's Time To Sell My Business

With a team of well-versed M&A experts, business advisors, and valuation specialists, we help startup founders develop a long and short-term plan that appeals to sophisticated investors.

Looking To Buy A Business

Maybe you already have a business in mind or maybe you are looking for a particular type of business – it’s available under our umbrella. We can help you identify a list of targets, navigate a purchase and provide the expertise to facilitate a smooth transaction.

What Is My Business Worth

Determining the value of your business is critical for many situations. We have the knowledge and resources to help you through that process. There are many different factors that determine the business’s value and we have a systematic plan to make sure we consider each factor.

Our aim is to get you capitalized and ensure your investor audience understands that while you could be the next Wall Street Unicorn, you’re more likely to get acquired. That’s why both investors and startup founders love working with us. Because we’re not a transactional broker that leaves either side high and dry. We’re capital procurement experts and exit strategists combined.

Whether You Are Capitalizing, Buying or Selling a Business, We’ve Got the Answers

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We Are Capital Procurement Partners

Without having clear and objective outside perspective, discerning what’s best for your business can often be very challenging and, unfortunately, can also be incredibly costly with no “do-overs” afforded.

Oftentimes when we meet with clients, they want to sell their businesses when in reality, their businesses just need non-toxic growth capital. In many cases, a significant increase in the valuation of a company can be achieved by combining a substantial infusion of capital with a period of robust growth lasting for twenty-four months.

Hours of Consulting

In Transactions

Happy Customers

Izzy Lozada

Founder & CEO

A Word From Our Founder…

Wall Street Experience
with Main Street Perspective

Working with investment banks and broker-dealers in my early days was much like being a maitre d’ at a fine, luxurious restaurant that was serving Chef Boyardee canned cuisine in the back! I mean, everything looked and sounded good, but it wasn’t good nourishment for the founders or the investors (if you know what I mean). With fee, commission, and control structures that equated to $200K-$300K and 3 out of the 5 board seats that were given away by founders in exchange for just $1M-$2M in pre-seed capital, I knew there was a better way!

While we don’t receive success fees because we’re not an investment bank, broker-dealer, or “VC” firm—a term I like to playfully refer to as “vulture capital”—we also don’t work for free.

However, here’s what you should know…

We’re a boutique coaching and mentoring firm that delivers measurable results and gets business done! That’s it plain and simple, unapologetically with no BS (bologna sandwiches—I don’t curse) or excuses!

So if you’re used to B-S-ing and making cry-baby excuses, I’ll discern it immediately and never introduce you to my process that could potentially change everything for you today!

But if you believe in yourself and what you’re doing and you’re willing to invest in yourself and put in the hard work that most people aren’t willing to do to get their companies capitalized, then you need to schedule a video call (with your camera on—there’s no judgment here!) with me HERE now!

SUCCESS STARTS HERE!

I’ve developed a proprietary process and business model that leverages AI and automation that’s second to none! If you’re truly ready to capitalize your startup, then let’s have a brief, no-strings-attached discussion about your idea. You can coordinate a time to chat with me HERE.

My Mission

With a Wall Street background dating back to the ’90s, I’ve worked with scores of companies, and I’ve done millions upon millions of dollars in career transactions ranging from Simple Agreements for Future Equity, or “SAFEs,” traditional Private Placements, Private Investments in Public Equity, or “PIPEs,” Reverse Mergers, Convertible Debentures, and everything in between. 

My Vision

My vision statement is simple—I help startup founders that struggle with raising capital. Not only that, but we also help business owners buy, sell, and expand their companies by removing the mystery from sales, marketing, business development, investor relations, and capital acquisition. Our sole focus is on removing the mystery from these areas.

If you’re struggling in any of these areas, schedule a call with me HERE.

Learn the Basics

Watch a short video that explains more about what we do and how it works.

Don’t miss our next upcoming webinar that could change everything for you!

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Things Micro-Startups Get Wrong When Raising Capital

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[ LIVE ]

ONLINE TRAINING REVEALS

Expert Strategies | Actionable Information | Decades of Experience

TIME IS NOW

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Whether You Are Capitalizing, Buying or Selling a Business, We’ve Got the Answers