We are an Advisory Firm helping early stage venture backed and mid-market innovators with Strategy, Capital Formation and M&A (Growth, Exits, Liquidity) support services.
01. Strategy
CAPITAL – Multi-Rounds Roadmap, Investor Targeting and Introductions, Closing
GROWTH – Geographic and Digital Market Expansion, Distribution Partnerships, Channels Architecture, M&A
PRODUCT – Competitive Position, Roadmap Development, Use Case Extensibility, Acquisitions
GOVERNANCE – Board Design and Staffing, Advisory Board Design and Staffing, Compensation, Best Practices
FINANCIAL – Business Model Canvass Design and Codification, Financial Modeling (Unit Economics, Pricing, Market Sizing, etc.)
02. Capital formation
PREPARATION
Strategy & Roadmap Design
Investor Targeting Profile
Build and Curate Investor Pipeline
Company Readiness and Preparation
Ensure Pitch Assets Market Ready
GO-TO-MARKET
Investor Outreach and Introductions
Investor Communications
Continuously Curate Investor Pipeline
Pitch and Close Support
03. M&A
BUY SIDE
Strategy
Targeting
Diligence
Negotiations
SELL SIDE
Strategy
Exit Scenario Modeling
Targeting
Diligence
Negotiations
Improve your odds for success
The Numbers Don’t Lie
“Build a balanced team. It’s impossible for any individual — however talented — to have all the skills required to build a successful business on their own. One mistake entrepreneurs frequently make is seeking out leaders in their own image, rather than looking for those with complementary skills. It’s imperative to build a balanced team — not only incorporating professionals that fit culturally but also seeking out a diverse set of backgrounds and skills. Some of the most notable partnerships have been built on this premise, including leveraging experienced advisors.”
Forbes
%
startups fail 1st year
%
Fail after 2
A Team Of Professionals
david Karabinos
Managing Partner
David has been a technology executive and entrepreneur for more than 45 years launching startups with successful exits. He has operated as the CEO, COO, CFO or CIO for a number of successful companies since 1999. For more than two decades he has been an Angel investor and a LP in several Venture Funds. David has served on 19 for-profit and non-profit boards over the last 35 years. He has extensive knowledge and experience in: Technology, Healthcare, Financial Services, Fintech, Manufacturing, Energy, Technology and the Outsourcing Industries.
Kelly Cleary
PARTNER - Investor Research & Network Management
Kelly has over decade of experience in corporate development and communications. She leads our Investor Research, communications, network development and client pipeline management processes.
CHRIS OTTO
PARTNER
Chris has over twenty years in healthcare technology acting in various functional leadership roles (CEO, CTO, VP, General Manager), Chris brings a proven track record of fast execution and team leadership to the table. He has managed four successful exits and one buy-side acquisition, with full integration into the business. He has launched multiple brands and numerous new products. Chris understands the complexities of early stage technology companies and the need to balance a sales-focused technology organization.
What You Can Expect
Honest direct advise
We owe it to you to be professional yet frank when it comes to our advise.
An Entreprenurial Work Ethic
Being an entrepreneur is a 24/7/365 experience. You don’t need advisors working on a country club clock.
Clear & timely communications
You may be a patient person, but you don’t have time for consulting jargon and long gaps between communications.
transparency
You will always know where we stand, what we think and what we are doing for you.
A teammate
We are an extension to your leadership team driving the business forward – always.
relentless focus on your goals
Keeping our focus on your goals ensures we are working on the right things at the right time.