eNGAGEMENT
Our Approach
We provide you with advice and operational support to capitalize and grow your company in three key areas: Strategy, Capital Formation and M&A. We come at this from a successful operator’s perspective and experience – CEO, COO, CFO and CTO.
This means we roll up our sleeves and dig into your business. Depending on the need, we evaluate each component of the business model to determine what is working and what needs to improve. Often this requires research and financial modeling. Many of our clients engage us to help facilitate a business model canvas design process and deliverable.
Our clients engage us in a variety of ways – hourly, project, retainer or as an interim fractional corporate development executive on the team.
Capital Network | Ours to Yours
Build, Curate, Manage
After collaborating with you to design your capital formation roadmap, we structure the next round’s capital campaign. The first step is to build your initial investor pipeline from our over 4,000 active investor network.
During the campaign we curate the investor pipeline moving targets through the funnel in a consistent process with clear communications internally and with investors.
After successfully closing the round. Your Investor/Shareholder Network will be Managed and further curated over time to keep it fresh for subsequent campaigns.
Raising Capital is a Messy Process
It is inefficient by nature. Sure, there are many attempts to minimize this from crowd funding to angel groups, often using technology to make it better. But it’s still messy. A key mitigator is to have a rock solid investor targeting strategy founded on two key principles: Affinity and Investor Thesis/Stage.
Investor Targeting
We help you find investors who have Affinity with you and have an investment thesis that wants deals like yours, and they fund companies at your stage. There is little reason to talk with anyone else.
Process
“Repetition is the mother of learning, the father of action, which makes it the architect of accomplishment.” – Zig Ziglar
Strategy engagements
We perform Strategy Engagements a bit differently depending on scope (Business, Growth, Product, M&A) but we consistently use the well renowned Design Thinking Concepts of Discover, Ideate, Iterate, Solution to drive the process that will yield results.
capital engagements
As explained above, our process to raising your capital is to leverage our network and investor research resources, design and execute on a solid investor targeting profile and outreach campaign, build you a pipeline of qualified targets, and curate those relationships consistently throughout a campaign.
Yes, we should trademark this as well as it works.
M&A Engagements
We support you on both the buy or sell side of M&A. On the buy side it is focused on either growth via competitive take out or tuck in capability. We help with targeting strategy, market research and competitive positioning, diligence and deal negotiations.
On the sell side it is focused on exit scenarios, modeling, diligence and deal negotiations. Again, we are fans of Design Thinking as a governing process either way.
Clients
Trusted by Our Clients
