Lawyers who deliver blueprints,
not code.
New financial products fail for many reasons.
Legal clarity shouldn't be one of them.
From first concept to operating nationwide, we've guided builders through every stage.
Our clients include:
We've built and launched products in:
Home equity investments and mortgages
Real estate brokering
Consumer secured and unsecured loans
Consumer debit and credit card programs
Commercial secured and unsecured loans
Loan brokering
Fintech-Bank partnerships
Novel product structures combining multiple areas
How we work
Launching a regulated financial product is a commitment. We break the work into four phases so you always know what you're paying for, what you're getting, and what comes next.
Not sure if you fit these phases? No problem! We can customize to your needs.
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You fill out an intake form, then we schedule a call. We learn your product concept, your timeline, and where you are in development. You leave with a clear sense of which phase makes sense to start with.
Complimentary
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We deliver a written Regulatory Design Memo covering which licenses you'll likely need, which product features add complexity, and how to structure your entity. Before spending time and money on licensing or state filings, know exactly how your licensing strategy fits your business plan.
Cost: $5,000
Best for: builders still shaping the concept.
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Your Blueprint guides your build— a state-by-state regulatory strategy covering every jurisdiction you intend to operate in, built on the Regulatory Design Memo from Phase 2. It maps licensing requirements, product structure, and the full customer journey from origination to servicing — so you know what to build with confidence.
Starts at $12,000 for single-state products; higher for multi-state or novel structures.
Best for: builders who've validated the concept and are ready to build.
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With the Blueprint in hand, we draft or review every document your product needs to launch: customer agreements, partnership contracts, marketing materials, and required disclosures. We negotiate with counterparties and help you flag compliance issues before regulators do.
Hourly rate; Estimated pricing $15,000–$30,000 depending on complexity
Best for: builders with financing in place, actively preparing to launch.