Bridget G
GBI think there could be a more succinct… I think there could be a more succinct overview - the onboarding specialist was great however it was very scripted - it felt more like reading a script and therefore answers to questions were not new information or information worded in a new way - but repeating the same script. Please note Julienne was great my suggestions is minute in that I often am a trainer - thank you!
Jesse Steele
GBIt was solved before I got an answer… It was solved before I got an answer that it was solved.
Carolynne Walker
GBImpressive Platform and Service I really like the platform and how organized the service is so far. I was impressed with the level of thoughtful care given to the onboarding process. It was a bit of an investment, but believe it’s up to me to make sure the ROI works out.
Michael J Wilson
GBLearning about the service I'm still trying to understand the business and what it might offer me. I was disappointed that the issues that I had questions about (potential conflicts of interest, tax deductibility, and diversity) were unknown or not considered. Finally, I was not happy with the hard sell ("You have to decide this today.") when I was sincerely trying to learn and inform myself.
Asher Bond
GBDiversity of perspectives Getting perspectives across the spectrum of investors in a candid environment provides valuable founder feedback which isn't limited to thesis of one fund.