Get 3m  in 45 banking days.

Helping you plan a bright future!

financing to private and small-cap public companies.

Investor Relations expert since 1990.
Capitalization of projects. Funds  to $3mm in 45 banking days.

Planning Futures

Established in 1990. We are a boutique venture capital and corporate strategy    Access to public and private financing.   and Investment Banking Services through Non-Traditional Financing sources. Debt or equity financing strategies .


A Proven Approach


Did you get funded yet??? We did it for them, We can do it for your project!!


  • Master      Series $25m for a Asset Based Lender
  • $5m      for public company electronic      vehicle recharging company
  • Special Series I  $5m      for a public company business incubator
  • Special Series I  $10m Non Profit to      purchase a building in New York
  • Series I and II $6M San Diego  CA      Contractor Re-habber Fix and Flipper
  • $10M  JV down payment partner for a Non      Profit Affordable Housing Project to purchase 767 multi-family doors with      and a  HUD loan for 35m.
  • Series I $3M Los Angeles Contractor Re-habber Fix and Flipper
  • Series I and II $6M NJ Multi-family       Owner to buy more apartments
  • Series I and II $6M FL  down payment for      office building Owner
  • Series I ;  II ; and III $9M RI hard      money lender Owner
  • Series I and II $6M FL Contractor Re-habber Fix and Flipper
  • Series I ;  II ; and III $9M CA Multi-      family  Owner to buy more apartments
  • Series I and II $6M Northern  CA      Contractor Re-habber Fix and Flipper
  • Series I $3M  TX Contractor Re-habber Fix and Flipper


Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity.   

We have established relationships and a vast alliance of financial associates who consists of, investment bankers, market makers, security attorneys, Investor Relations firms, Incubation Funds, Emerging Growth Funds, Institutional Funds, Direct Equity Funds, Hedge Funds, Family Offices, VC, Growth Equity and Private Equity Funds, Hedge Funds and High Net Worth investors, Pension Funds, Insurance Companies, Wealthy Dubai Families.


We have an accredited  investor base of over 50,000 Pre qualified investors  for  100K in cash or IRA.. We also have over 12,500 Hedgefunds  as well as wealthy overseas investors.  We have strategic partnerships with than 2,500 Family Offices worldwide.

about us




Affiliate Member NIBA National Investment Bankers Association. Member of SCIA Southern California Investment Association, LAVA Los Angeles Venture Association, Bull & Bear Club, Association for Corporate Growth. National Society of Fundraising Executives, National Association of Woman in Business. 

Active in Cause Related Marketing for non profit corporations



Acting as Executive Producer for charitable fund raising events and hosted entertainment events for numerous charities, acquired corporate sponsors for underwriting the events which raised tens of millions of dollars for charity over the past two decades. Worked in the area of cross promotional marketing and Corporate Sponsorship.Partners since 2010. She hikes in her spare time.




International Missing Children's Foundation, Los Angeles Mission, and Los Angeles Food Bank, A Place Called Home Foundation.

Contact Us

Get Started Today

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

VERTEX PACIFICA http://www.linkedin.com/in/vertexpacifica

Tarzana, CA 91356

(818) 712-0092 - PST


Monday - Friday: 9am - 9pm-PST

Saturday - Sunday: By appointment