We will help you network with potential investors including High Net Worth Individuals, family offices, and institutions. We will also help you improve your investor presentation so that your value proposition and capabilities are credible, appealing, and stand out compared to your competition.
We will support you in structuring your investment portfolio with expected returns, expenses, and other key elements. We can also support you in building a strategic and financial model.
We are building a library of investment terms including returns, carries, timing, etc. that are critical to an investor and the Venture Capital and Private Equity firms. Let us benchmark and help you make your investment opportunity more enticing while providing your team with sufficient rewards.
With extensive experience on boards, both corporate and private, our team will provide your investment team with practical advice, offer specific technical and strategic know-how, and help with any performance issues in your portfolio companies.
The value potential created by Venture Capital and Private Equity firms is not always clear or compelling. We will work with you to ensure the value drivers are clear, defensible, actionable and competitive.
We can serve as board members on one or more of your portfolio companies to help drive your agenda or fill a certain role.
If the board requires another set of eyes on the strategy, marketing approach, customer acceptance, or other issues or opportunities, we will quickly assemble our team and handle any delicate or confidential situation with care.
We can tap into our experts from oil and gas through biotech industries and help set the scene for the major challenges, useful market gaps to close via technology, and help point your scouting efforts in the right direction.
The leadership team dynamics are incredibly important to the success of your investment. These dynamics include individual personalities, leadership styles, motivations, and capabilities. We will help you assess the leadership dynamics using our EQ-centered assessment, and we will identify critical development areas that need to be addressed.
We will cut through the noise and get to the heart of the matter by assessing the merits of the technology, customer acceptance, marketing plan, and competition. Our assessment includes what is possible if everything is executed well. In addition, we will identify gaps with execution. We draw upon our network of colleagues to ensure our assessment is thorough and expert based.
Whether you like a second pair of eyes or extra horsepower to get through due diligence in a short period of time, we stand ready to assist. From market validation to detailed financial assessment, we can quickly assemble the right effort.
Our team has negotiated dozens of acquisitions and JVs and will bring this expertise to your team to help you think through negotiation framework, strategy and tactics. We are adept at working with financial analysts and lawyers.
Most of the value you create will be based on how you support and engage with your new investment. How will you influence the business? What is the nudge the leadership team needs to succeed? What are success metrics? How will you judge performance? Let us work with you to develop this necessary game plan. Pull it together during the due diligence so that there is no misalignment between you and the management team.
We can be another pair of eyes to look through your portfolio and help you navigate your next move or look for ways to shore up your portfolio given your objectives, time horizon and funding.
Do you have excess cash waiting for the right opportunity? Did you know it’s possible to make 4% returns through high dividend stocks and protect the principal via options? Or short term government bonds? Make some returns on your dry powder.
Sometimes you just need a leader to step in and take command of one of your portfolio companies. We have a network of executives and functional experts ready to deploy.
We will conduct a health check on your portfolio company’s business, ensuring that the organization is moving in the same direction as your vision and strategy. And we will also identify performance and accountability gaps that could take you off the rails.
We say NO to SWOT. It ends up getting buried with the other consulting frameworks that have no use to your organization. We will roll up our sleeves and dig deeper into your portfolio company’s key competitors by understanding how they position themselves and understand how and why target customers select your competitors.
Every company could use a tune up. We will help improve sales velocity, delivery, aftermarket care, product development, and other key aspects of your portfolio company. We are laser focused on the improvement opportunities that matter now.
Sometimes it takes a village, and we are here to support you and your portfolio company. We will pour our passion, heart and soul into the company and do all it takes to help the company survive and pull through.
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