Client Communication Policy For Prospective Clients
This page sets out how FG Capital Advisors communicates with prospective clients. It is intended to keep commercial discussions structured, appropriate, and aligned with the nature of the work.

We do not engage in unstructured deal discussions

FG Capital Advisors has no interest in communicating in an unstructured manner about transaction matters. We do not use LinkedIn messages, WhatsApp chats, or informal requests for a quick call as substitutes for a proper commercial process.

If a prospective client wants to discuss a requirement seriously, the correct route is a paid consultation or a paid RFQ through our client intake page. That is how we keep communication disciplined, relevant, and commercially grounded.

Proceed To Client Intake

Why Our Communication Is Structured

Our work covers structured debt, trade finance, project finance, commercial real estate, and business acquisition matters. These are not casual subjects. Meaningful dialogue on these matters requires facts, context, judgment, and accountability.

Unstructured communication tends to produce the opposite. It creates fragmented conversations, incomplete facts, misplaced expectations, and pressure on staff to provide opinions or preliminary advisory input without scope, fee, or documentation. We do not see that as a serious way to handle commercial work.

For that reason, we prefer formal, structured communication from the outset. We would rather have a properly framed discussion through the right channel than an endless exchange of disconnected messages through social platforms.

What We Do Not Do

  • We do not provide free advisory input through direct messages
  • We do not move transaction screening to WhatsApp for convenience
  • We do not accept unstructured back-and-forth on complex deal matters
  • We do not treat a quick call request as a substitute for paid engagement
  • We do not provide preliminary structuring views without a formal intake path

What We Prefer

  • Clear written summaries of the requirement
  • Relevant facts, documents, and commercial context provided upfront
  • Paid consultations where focused discussion is needed
  • Paid RFQs where a defined transaction needs professional review
  • A disciplined process that respects both sides’ time

No Interest In Informal Advisory By Message

We are not interested in operating as an informal advisory desk through LinkedIn inboxes or messaging apps. A series of loosely framed questions sent one by one is not a professional basis for reviewing a financing requirement, an acquisition structure, a real estate transaction, or a capital raise.

Even where the request sounds minor, the substance usually is not. Questions about lender appetite, capital stack structure, collateral, feasibility, bank instruments, transaction pathways, or execution strategy are part of professional work. We keep that work inside a defined process.

This is not a matter of tone. It is a matter of operating standard. We have chosen to communicate in a structured manner because it produces better outcomes, protects staff time, and avoids turning serious commercial work into unpaid message traffic.

Paid Consultation

A paid consultation is the correct route where a prospective client wants a direct discussion, a technical view, or commercial feedback on a live matter. It is appropriate when the issue requires judgment and real engagement rather than surface-level commentary.

This channel creates a proper setting for a focused conversation. It also makes clear that the time allocated to the matter is professional time, not casual availability.

Paid RFQ

A paid RFQ is the better route where a client has a defined requirement and wants it reviewed in a structured way. It is suitable for parties who are prepared to submit a real transaction summary and want a professional assessment of whether there is a basis for further work.

It is not designed for speculative outreach. It is designed for parties who want their requirement handled as a commercial matter rather than a social conversation.

A Boundary That Keeps Communication Professional

This policy is not hostile. It is simply clear. We respect prospective clients enough to tell them how we work rather than allowing blurred expectations to build up through informal exchanges.

We are open to serious business conversations. We are not open to unstructured communication that drifts into unpaid advisory work. Those are two different things, and we keep the distinction clear on purpose.

The right way to begin is through the client intake process, using a paid consultation or a paid RFQ where appropriate.

Use The Proper Channel

If you want to discuss a transaction properly, proceed through our client intake page and select the relevant paid route. That is how we handle serious requirements.

Go To Client Intake
Disclosure: FG Capital Advisors does not treat social messaging, informal calls, or WhatsApp exchanges as substitutes for formal intake, paid consultation, paid RFQ review, or written engagement. Any further work remains subject to internal review, transaction fit, documentation, commercial scope, and acceptance.