012 business days
We review your application
A partner manager reads it personally and checks fit against current capacity and your capital range.
Get started
Two ways to start.
Apply in a few minutes, or book a call if you would rather talk it through first. Both paths begin with a real conversation about fit — not a sales script.
Prefer a conversation?
Open the calendar
Book 30 minutes with a partner manager.
Bring your questions: capital, timelines, fees, risk, and what happens if a product does not sell. We answer them directly, even when the answer is "this may not be for you."
30 minutes, video or phone
A focused call — not a 90-minute webinar.
You speak with a principal
Not an outsourced setter reading a qualification form.
Leave with a written summary
Including whether we think it is a fit and what the next step would be.
What to prepare: a rough capital range, your timeline, and the one question you most want answered. That is enough.
Quick application
Start with the basics.
We will follow up to schedule a call and, if it makes sense, complete the full application together.
After you apply
What happens next.
You will never be left wondering where things stand. Each stage has a clear owner and a next action.
0230 minutes
Discovery call
We walk through the operating model, the fee structure, and the risks — and answer your questions directly.
031–2 weeks
Written scope
If it is a fit, you receive a scope, fee schedule, and timeline to review with your own advisor if you wish.
04Weeks 1–6
Onboarding
Account setup, sourcing, prep, and launch with a named manager and weekly status updates.