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 accredited investors
Love the upside? Let's make sure the rest of your money keeps up.
Venture opportunities for accredited investors, backed by a long-term plan that makes the bets make sense.
Sound familiar?
I like being early, but my portfolio feels like a pile of tickers.
I'm never sure how a deal fits with my taxes.
I want access, and someone straight with me about risk.
What the bets look like
Access, with a plan behind it.
Private placements, flow-through financings, IPOs and other new issues, including LIFE offerings.
The part most venture brokers skip: Max makes sure your base can carry the risk, from tax planning to the long-term portfolio, so one bad bet doesn't become a bad year.
How we work
No fine print.
If there's a conflict, you'll hear it from us first.
We also help companies raise capital. When we have a relationship with a company we're showing you, we'll tell you upfront, explain what it means, and you decide. Taking part is never a condition of working with us.
Straight talk on risk.
Venture investments can go to zero. We think they belong in a portfolio only in amounts you could live without, and that's how we'll help you size them.
Venture investments are speculative and you could lose your entire investment. Many opportunities are available only to accredited investors. This page describes types of investments in general and is not an offer of any security.
Complimentary intro call
Let's see where the bets fit.
A complimentary 20-minute intro call. No strings, no commitment, just a friendly chat to see if there's a real fit.