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Al Polit

Al Polit

Raising Capital | Business Plan

Claim to Fame

  • VP at American Century Investments
  • 35+ years of experience in investment management and discretionary portfolio management using ACWI equities

Companies worked at

  • American Century Investments
  • Lombardia Capital Partners
  • Dean Chase Global Value
  • LLC

Notable Clients I Have Worked With

Institutional Investments

What can you ask me?

  • What is my company worth?
  • How should I go about raising capital for my business?
  • How much capital do I need to overcome sustainability objections from potential buyers?

Industries I have worked in

  • Non-Profit
  • Finance/Finance Tech
  • Venture Capital
  • Investment Management

I have over three decades of experience in the financial industry, having started my own business and learned firsthand what to do—and what not to do—when launching a company. Beyond offering technical capital raise guidance, I’ll share my personal perspective on what to expect along this journey. It’s not a path for everyone, and I’ll be blunt about all of that.

Ask Me!

  1. How should I go about raising capital for my business?
  2. How much capital do I need to overcome sustainability objections from potential buyers?
  3. What is my company worth?
  4. How much equity capital should I give up in exchange for outside capital?
  5. What should I think about in setting up a board?
Regular price $150.00
Regular price Sale price $150.00
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Duration

Your Advisor Session takes place over a video chat. Share documents, brainstorm and get the advisement you need.  Book more than 3 hours in one order, get 20% off.

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