Hire Wisely

Accelerate Your Potential

Our extensive experience in financial services is the foundation for our work with startup executives. We channel our coaching capabilities to provide venture-strengthening advice, bridging the often-wide gap between Silicon Valley and Wall Street. This starter project will help us to determine the impact that your company may have among angel and venture investors. We suggest ways to fine-tune your early-stage efforts to resonate strongly with capital sources.

► What

Raising capital should be a full-time job for startup leadership. But that is usually a fantastical idea, given demands on your time. We provide a limited scale version of the consulting services we offer more established companies. Our goal is to get you started—or realigned—in your efforts to fund your enterprise.

► End Result

Our approach helps you to launch your transaction competitively in the global market for venture capital. We have found over the years that too many entrepreneurs are unable to achieve their funding targets because their focus is on established capital-raising networks. In working with you, our goal is to help prepare you to access unconventional opportunities, such as family offices and sovereign wealth funds. This narrow project arrangement, however, does not include concerted investor-introduction activity on your behalf.

► Who

► Deliverables

Our consulting work is grounded in years of conversations with risk-tolerant investors around the world. With these names, behavioral traits and deal affinity can be as important as projected sales volume. We provide a blueprint so you can transform your young business by finding these like-minded backers quickly. Deliverables are three-fold:

• Communications Analysis

While an in-person meeting with a capital source is always ideal, moving toward that opportunity requires an appropriate set of well-executed marketing-communications materials. The single, all-in-one presentation deck is cliché. We prefer an array of direct and industry-related documentation to support engagement over time. As a first step in this project, we will evaluate your existing work and make specific recommendations for developing a proprietary set of incisive materials.

• Strategy Teleconference

Once our homework is complete, we will schedule a one-to-two hour call with you to discuss trends within your industry, how you expect to overcome competitive capital-raising projects that may already be in circulation, and delve into ways to better position your business with financial and strategic investors. We provide a detailed call agenda in advance, ensuring that our time is used on a concerted basis to explore ways in which you can become more alluring to capital sources.

• Capital-Raising Plan

We will provide you with a written capital-raising plan, outlining tactics and strategies that we believe will help you to be successful in identifying backers. The arc of the plan is typically six-to-nine months, but that time frame may vary depending on how prepared you are to be in front of qualified names. In some cases, we may defer delivery of the plan until we have taken a second, critical look at your marketing communications materials, including industry data and indicative term sheet.

► Project Fee

This approach is designed to introduce you to our firm-wide capabilities. Our fee for the arrangement is a flat rate of $3,000. There are no hidden charges. The invoice can be paid in installments: one-quarter when the engagement is booked, one-quarter prior to the video conference, and the balance on receipt of the capital-raising plan. In the spirit of risk-sharing, we ask that you to commit to us in the same way as we commit to you.

► Moving Forward

We welcome questions about this service, as well as our other capabilities. Contact us through the message portal on this site. We can set-up a phone discussion to be fully responsive to your unique requirements; we are comfortable with non-traditional hours. If you are based in Florida, we can likely accommodate an introductory one-on-one meeting.


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