Our Process
How We Work
A clear, disciplined process from first conversation to closing. We believe transparency about how we work builds better partnerships.
Step 01
Initial Conversation
We begin with a brief, no-obligation conversation to understand your opportunity, your objectives, and whether there may be a fit with our network and capabilities. This conversation is complimentary.
You can initiate this conversation by submitting an inquiry through our website or reaching out directly. We aim to respond promptly and schedule a call at your convenience.
Step 02
Preliminary Opportunity Review
We assess the opportunity against our focus areas, the current capital market environment, and the criteria of our network. This review is also complimentary.
We look at the sponsor's experience, the clarity of the business plan, the use of proceeds, the collateral or asset base, and the realism of the execution timeline. We provide candid feedback on fit and next steps.
Step 03
Documentation & Mandate Alignment
If there is a potential fit, we work with you to organize materials, structure the opportunity package, and align on scope, objectives, and any advisory engagement terms.
Any paid advisory engagement requires a written agreement that clearly defines the scope of work, the fee structure, and the responsibilities of each party. We do not proceed on a paid basis without a signed agreement.
Step 04
Partner Matching & Introductions
We identify capital providers or strategic partners whose criteria align with your opportunity and coordinate introductions.
We prepare a concise opportunity summary and facilitate introductions to appropriate parties. We manage communication and help ensure that submissions are complete, accurate, and well-positioned.
Step 05
Coordination Through Closing
We remain engaged to support communication, diligence coordination, and execution through to closing.
Our involvement through closing helps maintain momentum, address questions as they arise, and support a smooth process for all parties. The specific scope of our involvement is defined in the engagement agreement.
Important Disclosures
The initial conversation and preliminary opportunity review are complimentary and do not create any obligation on either party.
Any paid advisory engagement requires a written agreement defining the scope of work, fee structure, and responsibilities. Tulsa DNA facilitates introductions and transaction coordination. Financing and investment opportunities are subject to provider criteria, diligence, applicable requirements, and definitive agreements. Submission does not guarantee funding or terms.
What Happens After You Submit
Your submission is reviewed by our team, typically within one to two business days.
If your opportunity is a fit, we will reach out to schedule a complimentary 15-minute opportunity review — a brief call to clarify your needs and confirm next steps.
If we need additional information before scheduling, we will contact you directly.
If your opportunity is not a current fit, we will let you know and, where possible, suggest an alternative path.
Estimates are welcome at every stage — a complete financing package is not required for the initial conversation.