Our client relationship model is straightforward and risk free.

Since we are selective in taking on new clients, we will perform our own due diligence on the client, their business and the project requiring financing, If we feel that we can be of service in obtaining the necessary funding, a Non-Disclosure Agreement is executed ("NDA"). Once the NDA is executed on both sides, we will invest the necessary time analysing, dissecting and understanding the business proposal at no cost or obligation to you.

Upon completion of further investigation, if we determine that the funding request does not meet with our funding sources' criteria, we let the client know immediately with no further obligations on either side. However, based on our review of a client's business, we will provide to them our thoughts, comments and suggestions on how to improve their operations, re-position their business, etc.

If, however, we have determined that the funding request does meet our funding sources' criteria, an Exclusivity / Non-Circumvent Agreement ("ENCA") is executed. Depending upon the complexity and timescale requirements of the transaction, a retainer / consultancy fee may be required upon execution of the ENCA.

Upon receipt of our funding source's "soft" term sheet that is accepted by the client, a Service Agreement ("SA") is executed. The SA, among other items, formally engages us to obtain the proposed funding on behalf of the client, based on the soft term sheet, noting our remuneration.

Since we do not accept every potential transaction and ultimately the potential client, we do not charge any upfront fees until we know that we can be of service, including working with the potential client.


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