Investor Dollars & Lending

If you are an entrepreneur looking to grow your business, TFS® helps you build lending packages and investment pitch decks through our established investor and lending relationships.

Initial Engagement

4-6 meetings | 1-3 months

Typically, we cover most of the important details in the first three meetings. Our pricing is based on the complexity of your situation, with a minimum of $2,850 plus a negotiated percentage of the funding amount. Factors that affect pricing include financial preparedness, market sector, business acumen, income types, investment types, and financial literacy.

Starts at: $2,850 + a negotiated percentage paid in 4 to 5 installments

-Guided business strategy review

-Professional financial relationship review

-Build financial packages

-The financial vault

-Review business plan

-3 follow-up meetings per year.