Client intake

Please send the following

1. Your Stripe payment confirmation (forward the receipt email)
2. Fund and organization details: legal names exactly as they should appear, entity type, jurisdiction, year formed
3. Your approved source materials: existing deck, PPM summary, fact sheet, or written notes covering strategy, structure and terms, sponsor bios, and any track record you want shown — attach files or share a download link
4. Disclosures your counsel requires on the final slide, word-for-word
5. Approval contact: the person who will approve the source content and receive the delivery

Anything not supplied appears as a marked placeholder in your draft — we never fill gaps ourselves.

Confidential documents: please do not email offering documents or other confidential files. Once we match your payment (by the email address on your Stripe receipt) we send you a private upload link for your materials — that link is the secure path.

Authority: by submitting materials you confirm that you are authorized to supply them and to approve their use on behalf of the issuer.

Email your intake details