Tomer, a 72-year-old entrepreneur with a granted U.S. patent for an automated utility business system, discussed his health challenges, including recent heart issues and potential need for an LVAD or heart transplant, with Catherine and Jeremy. Catherine explained Brad’s extensive experience in capital raising and the services offered by their firm, including helping businesses become investor-ready and connecting them with potential investors. Tomer shared his company’s financial history, including a $500K investment from a Chinese company that later withdrew, and expressed interest in raising $2.5M. The group discussed the possibility of Jeremy assisting Tomer in the capital-raising process while maintaining his current job, with Tomer prioritizing his wife’s relationship and advancing the business over his health concerns. Catherine agreed to send Tomer a link to share with potential investors, and the conversation ended with Tomer planning to discuss the opportunity with his board members.
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