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How We Work With You

We wear three different hats – with allowance for each of these scopes to overlap – in our journey with you.

Our Venture Capital Strategy has a longer investment horizon and generally takes on more risk but allows the founders to retain great control over their entity. Our Private Equity & Investing Strategy draws upon a larger source of funds to permit a much larger capital infusion into your entity, with a shorter investment horizon.

Our sought-after and impactful Consulting Strategy gives you complete control and utilize our expertise, by putting us in a role of a Special Advisor with a per hour billing rate and a shareholding-pegged payment trigger clause in the event you are sold or merged through our referral.

Our Consulting Strategy

Our Consulting strategy works with you in these primary areas, as they may apply – as needs vary greatly due to company size and industry segment and the founder(s)’ core expertise:

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  1. Our Expertise and Specialized Knowledge particularly in organic expansion, retention and purge of negative elements, as well as organizational alignment to reduce entity-friction due to impending change
     

  2. Problem Solving in complex issues such as personnel suitability and change, finance and marketing obstructions and know-how, as well as the use of regulatory and legal avenues to achieve commercial objectives
     

  3. Process Improvement & Change Management: We analyze and optimize business processes to enhance efficiency, reduce costs, and improve overall performance. This might involve streamlining workflows, eliminating bottlenecks, and implementing technology solutions. We provide guidance on managing transitions, communicating with stakeholders, personnel and ensuring smooth operations during times of change
     

  4. Innovation and Creativity: We bring fresh perspectives and creative ideas to the table and encourage you to think outside the box and explore new opportunities
     

  5. Training and Skills Development: We provide training programs to enhance the skills and knowledge of employees. This can include leadership development, customer service training, technical skill-building, and more
     

  6. Risk Management and Compliance: We help you identify and mitigate risks, ensuring compliance with regulations, and establish effective governance and control mechanisms

Our Venture Capital Strategy

Our Venture Capital strategy works with you by providing venture assistance: expertise, funding and resources to help you grow and succeed. Here is a basic rough idea:

Initial Assessment: We evaluate your business idea, product, or service, assessing factors such as market potential, competitive landscape, team capabilities, and growth prospects.
 

Investment Proposal: This proposal outlines the terms of the investment, including the amount of funding, the equity stake we would receive in return, and any other conditions or expectations.
 

Due Diligence: Before finalizing the investment, we will conduct a thorough due diligence. This involves a deeper analysis of your business, financials, legal structure, intellectual property, and other relevant aspects.  
 

Term Sheet and Negotiation: If due diligence is successful, we will provide a term sheet, which outlines the key terms and conditions of the investment. This is a starting point for negotiation, during which both parties discuss and refine the terms until an agreement is reached.
 

Investment: Once the term sheet is agreed upon, we invest the agreed-upon amount of capital into your business. This funding is often provided in multiple stages, known as rounds, as your business achieves certain milestones or growth targets.
 

Consulting, Support and Guidance: Beyond just providing capital, we have always offered support, guidance, insight, operational alignment, strategic advice and expertise. This can help you navigate challenges, make informed decisions, and accelerate your growth.
 

Monitoring and Reporting: We will monitor your progress and financial performance closely. Regular updates, reports, and meetings will help us stay informed of your company's trajectory and any challenges you might be facing.
 

Exit Strategy: We typically invest with the goal of achieving a significant return on our investment. This often involves an exit event, such as an initial public offering (IPO) or acquisition by another company.

 Our Private Equity & Investing Strategy

Our Private Equity & Investing strategy works with entities at any stage of maturity to seek opportunities for operational improvements, efficiency gains, and value creation. Capital Infusion, Strategic Guidance, Operational Improvements, Management Expertise, Networking and Connections, Financial Expertise, Performance Measurement, Value Creation, Exit Strategy, Governance and Oversight

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