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 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.
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.
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 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.