TFO SMART FUNDS™ PRIVATE CLIENT
ACCREDITATION AND ACCELERATION PROGRAMS
Designed for both established & start-up entrepreneurs
seeking lender-grade,
financial structure for long-term &
continuous funding pipeline.
FIND OUT MY ELIGIBILITY >
(Must meet the TFO Smart Funds™ Capital Client minimum eligibility)
What are TFO Smart Funds™ Accreditation
and Acceleration Programs?
ANALYSIS > STRATEGY > DEVELOPMENT > EXECUTION
Think of it like seeing a trusted doctor or nutritionist. When you want to become healthy and strong, you don’t just guess, you get a complete evaluation of every part of your body, identify gaps, follow a treatment plan tailored to you, and rely on a team of experts supporting you every step of the way until you transform into the best version of yourself.
TFO Smart Funds™ Accreditation and Acceleration are designed to diagnose you and your company’s strengths, weaknesses, opportunities, and threats, identify gaps, and together we will go down the right path to get you from where you are to where you want to be.
We don’t believe in one-size-fits-all solutions. TFO Smart Funds™ Private Client is a hands-on, consultancy-driven, strategic planning journey tailored exclusively to you and your business.
Becoming accredited through TFO Smart Funds™ Private Client is just the beginning. Once you are TFO Credible and Fundable Accredited, you are built to lender standards. Now you can seamlessly move into the TFO Smart Funds™ Funding Accelerator, where Smart Work Turns into Smart Funds™.
Once you are
TFO Credible and Fundable Accredited,
you are built to lender standards,
and can seamlessly move into the
TFO Smart Funds™ Funding Accelerator,
where smart work turns into smart funds™.
SCHEDULE A CALL >
What does the TFO Smart Funds™ Private
Client Transformation look like?
As a TFO – Smart Funds Client, you’ll
get access from $25,000 up to $5M across:
& up to $100M in
Find out which TFO Smart Funds™
Private Client Package is right for you.
All packages include 1-on-1 consulting with V’dura Jay and can be mixed & matched upon request.
Private Client
Command Package
CREDIBLE ACCREDITATION + FUNDABLE ACCREDITATION + PREMIUM FUNDING ACCELERATOR
Recommended for entrepreneurs with ongoing capital-raising needs who seek strategic guidance and partnership to maximize each funding round, with hands-on funding execution.
Includes private consulting & strategic planning access with founder, V’dura Jay up to 48 hours.
Private Client
Executive Package
CREDIBLE ACCREDITATION + FUNDABLE ACCREDITATION + STANDARD FUNDING ACCELERATOR
Recommended for entrepreneurs with ongoing capital-raising needs who seek strategic guidance and partnership to maximize each funding round, without hands-on funding execution.
Includes private consulting & strategic planning access with founder, V’dura Jay up to 32 hours.
Private Client
Strategic Foundation Package
CREDIBLE ACCREDITATION + FUNDABLE ACCREDITATION
Recommended for entrepreneurs who want to proactively build a funding-ready foundation in advance of future fundraising needs.
Includes private consulting & strategic planning access with founder, V’dura Jay up to 24 hours.
Add-ons
Additional Individual (e.g., Co-Founder or Director): $5,000 per person
Additional Company (includes full strategic delivery): $5,000 to $10,000 per entity
Holding Company or Operating Company Structuring Support: Starting at $3,500
Terms & Conditions
- Each package includes 1 Primary Individual (Client/Founder) and 1 Operating Company.
- All package fees are billed upfront (one-time payment).
- Payment plans (3 to 6 months) available upon request with a surcharge.
- Add-ons are billed separately and due upon scope confirmation.
- All pricing and structures are subject to client agreement and may vary based on custom scope or legal review.
Deciding which package is right for you:
We’re not just here to guide you—
we’re here to roll up our sleeves and work alongside you
Custom Pricing available ONLY to Private Client
Unlock elite-level add-ons for financial
engineering, legal compliance, wealth protection,
and deal-making.
- Treasury & Cash Strategy
- Advanced Bookkeeping & Accounting Oversight
- Holding Co/OpCo Treasury Structuring
