Our mission is to level the playing field by unlocking Wall-Street grade capabilities for startups and businesses at a fraction of the cost.
Pitch Decks and Business Plans
We create and design elegant presentation materials such as pitch decks, investment proposals, and business plans. We are experts at uncovering the "secret sauce" of your business and crafting a unique story that connects with all types of investors and partners.
Business Valuation & Financial Analysis
We work with Wall Street-tested, Series Certified Professionals to create in-depth company valuations and financial statement analyses including run-rate, cash flow, break-even, and scenario tests to arm our clients with the knowledge they need to make critical decisions.
Market Research and Analysis
We leverage dozens of high quality, premium research services to provide key industry insights, market trends and commentary, competitor landscaping, SWOT analysis and buy-side target analysis across all major industries globally.
Strategic Advisors for Start-Ups
We offer full-blown Fortune 500 grade consulting and advising including growth opportunity analysis, business models, marketing management, operations analysis, sales and planning, partnerships assessments, human resources, and expense management.
Bookkeeping and Accounting Services
We partner with Zccounting, a world-class accounting services company that provides cash management, bookkeeping, accounting, investor reporting, legal process orientation, and other critical services to growing businesses.
M&A Deal Diligence and Negotiations
We work with lawyers, consultants, accountants, and bankers to request, process, and uncover all key pieces of information needed to execute a business decision, as well as assist in deal negotiations to ensure a successful outcome.
Wall Street Credibility at Main Street Prices: $1,250,000,000+ in Successful Deals $3,500,000,000+ in Strategic Influence
We Serve Our Clients Tirelessly.
Our Clients Love Our Work.
"Sunny's been an absolute pleasure to partner with. He takes the time to listen to your needs and crafts innovation solutions that yield tremendously positive results. I can't recommend anyone else!"
Co-Founder, Sapphire Apps
"Leveraging Sunny's unique financial and investor experience, his firm created a top-notch financial model and investment proposal that impressed every investor we reached out to!"
Founder, Ecoh Technologies
"The level of sophistication that goes into making an easy-to-digest product is truly remarkable. Sunny has been a world class partner in helping us grow and is worth every dollar."