Your plan comes first.
Every venture opportunity gets weighed against your whole financial picture before we bring it to you. If it doesn't fit, we'll say so. “No thanks” is always a perfectly good answer.
For builders
Get your foundation right first.
A disciplined plan for what you've built, with room for opportunity if and when it makes sense.
Sound familiar?
I'm not sure if I'm too conservative or too aggressive.
I've been dabbling in speculative stuff on my own.
I want advice, not a sales pitch.
What the base looks like
Clear, steady, built to last.
A clear long-term plan, a portfolio actively managed around your goals, tax-aware decisions, and regular check-ins.
And when you're curious about more: Chen brings venture opportunities, but only after your foundation is in place and only in amounts that fit.
How we work
No fine print.
Two specialists keeping each other honest.
Chen brings the venture opportunities. Max makes sure your foundation can handle them. Neither of us is incentivized to win the argument, so you get both sides of it.
We'll tell you how we get paid.
Before you invest, you'll know what it costs. Fees on new issues are shown in the offering documents and on your trade confirmation, and you'll get an annual report of what you've paid.
Complimentary intro call
Let's start with the base.
A complimentary 20-minute intro call. No strings, no commitment, just a friendly chat to see if there's a real fit.