Discover How To Scale Your Business
Designed to evolve with your business and capital raising needs our platform is flexible and user-friendly to get your team to scale efficiently. Engage with prospects at all stages of the funnel using our Automated E-Signature, CRM, and Offer Presentation tools.
Our Team
Trilliam Jeong
Chief Executive Officer
Deji Jimoh
Chief Technology Officer
Josh Zweig
Chief Growth Officer
Erika Marquez
Director of Technical Services
Richard Chmiel
Head of Strategy & Market Development
Ralph Welsch-Lehmann
Chief Financial Officer
(Fractional)
Doug Fresh
Senior Software Engineer
Matt Johnson
Senior UI/UX Designer
Lauren Tomasek
Technical Support Lead
Ariel Chao Yang
Operations
Advisors
Michael Cavanaugh
Strategy Advisor
Steven Young
Legal Advisor
Michael Philips
Security Advisor
Zach Ziliak
Legal Advisor
Tom Sosnoff
Strategy Advisor
Cliff Click
AI Advisor
Brendan Holt Dunn
Strategy Advisor