Experience on both sides of the table.


Capital Raising -  $ for your fund or company:

  • Deck Creation: Get the attention of prospective investors or LPs
  • Capital Sourcing: Angel or Seed? Strategic or VC? HNWI or Institutional? We can discuss options and tap our network for the best fit
  • Offer Advisory: Term sheet or offer analysis

Investor Services - Ramp up deal flow:

  • Deal Sourcing: Investment opportunities to fit any criteria, with a bias towards <$10M rounds
  • Industry Analysis: Fresh look at investment thesis, or prospective new vertical
  • Target Due Diligence: Team, competition, market, growth, and valuation

Research - Insight into the marketplace:

  • Competitive Analysis: Exhaustive competitive research using unconventional means to get answers
  • Market Research: Size up, growth potential, sector defensibility
  • Primary & Secondary: Reports + down and dirty phone calls to get the full picture

Growth, Sales, & Partnerships - Time to scale:

  • Affiliates: Product resellers, marketing partners, individual endorsements, and undiscovered distribution
  • Strategic Audit: Where are growth opportunities? What tools do you need?  Who is dragging?
  • Product Audit: What makes sense to build next? Stop supporting? Focus sales efforts?
  • M&A: Acquisition & expansion opportunities
  • SalesaaS: Interim VP Sales - we're hunters