Strategic Transaction Support
Past projects involving Strategic Transaction Support have included successfully assisting:
- Early-stage technology company positioning for a $4 million venture capital round
- Later stage transaction processing firm restructuring to buy out minority shareholders
- Inventor founding and securing angel capital for his startup
- Manufacturing company completing a sale-leaseback transaction in lieu of a dilutive equity raise
- Software company completing turnaround, recruiting new senior team, and securing $6 million of venture capital
Venture Assessment Report
The outcomes of representative Venture Assessment Report projects have included helping:
- Technology company shift focus from a multi-million dollar venture capital raise to a more appropriate angel round
- Start-up identify opportunities to bootstrap before seeking outside capital
- Venture-ready companies identify their optimal positioning and target audiences
Entrepreneur Coaching and Ad Hoc Services
Recent projects involving Entrepreneur Coaching and Ad Hoc Services have included assisting:
- Successful entrepreneur in developing a stock ownership program
- Angel-funded companies with development and maintenance of financial reporting systems
- Start-up with evaluating alternative investment structures for their already-identified new investors
- Canadian company with revising its plans to expand into the U.S.
- Numerous companies with investor materials development
Board, Co-Founder, and Operational Roles
A sampling of past and current board, co-founder and operational roles includes serving as:
- Co-founder of Leap Ventures to fund pre-prototype concepts
- Venture partner for the $40 million Odin Capital Group fund
- Deal lead with private equity and mezzanine funds on buyouts and recapitalizations
- Board oberserver for a venture-backed technology company
- Board member for angel-backed startup
- Interim CFO of early stage companies
