Process
From tract designation
to funded deal.
Six steps, roughly 8–14 weeks from the first call to a signed term sheet. Here's the whole thing on one page.
Step 01
Introduction
You bring us a region, an operator, or a check. We spend 30 minutes understanding fit before anyone signs anything.
Step 02
Qualification
We confirm RQOZB 2.0 tract eligibility, sponsor track record, and structural fit. If any of the three are shaky, we say so.
Step 03
Packaging
Two-week sprint: capital stack, financial model, community-benefit story, and the investor-ready one-pager.
Step 04
Introductions
We open the door to 3–8 aligned QOFs, family offices, or strategic partners. No mass emails, no listings walls.
Step 05
Close support
We stay in the room for term sheets, structuring, and closing — including the working-capital safe harbor timeline.
Step 06
Post-close.
Quarterly reporting, community-benefit disclosures, and warm intros to the specialists you'll need in years 2 through 10.
Start the process
The first call is 30 minutes and free.
Tell us where you are in the process and what you need. We'll be honest about fit before we spend anyone's time.