Asher Bond
GBDiversity of perspectives Getting perspectives across the spectrum of investors in a candid environment provides valuable founder feedback which isn't limited to thesis of one fund.
Peter Goldfinch
AUThis was my first borad meeting and… This was my first borad meeting and although it was at 3 am my time I found it an excellent experience. Eric was clear on where he wishes to take his business and gave an overview of their capability. The point that interested myself was the desire to expand more into the Asia Pacific region. I made a commitment to follow up on a couple potential partners. I would also be interested to discuss with Eric the payment system opportunities. Although a niche it is world wide and regulations/standards provide a significant demand for training.
Ariel
CAMaryia offered fantastic assistance to… Maryia offered fantastic assistance to come up with appropriate wording, language and strategy to help us get our message out to our advisors and achieve our objectives. Thank you so much!
Bridget G
GBI think there could be a more succinct… I think there could be a more succinct overview - the onboarding specialist was great however it was very scripted - it felt more like reading a script and therefore answers to questions were not new information or information worded in a new way - but repeating the same script. Please note Julienne was great my suggestions is minute in that I often am a trainer - thank you!
Michael J Wilson
GBLearning about the service I'm still trying to understand the business and what it might offer me. I was disappointed that the issues that I had questions about (potential conflicts of interest, tax deductibility, and diversity) were unknown or not considered. Finally, I was not happy with the hard sell ("You have to decide this today.") when I was sincerely trying to learn and inform myself.