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
Seth Gordon
VP, Private Capital Marketing
Richard Chmiel
Head of Strategy & Market Development
Erika Marquez
Director of Technical Services
Doug Fresh
Senior Software Engineer
Matt Johnson
Senior UI/UX Designer
Lauren Tomasek
Product Operations Analyst
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