Blog Index
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Assistance For Startups

My experience in banking, strategic and financial planning, operations management and growth company leadership provides me with the skills and relationships to assist entrepreneurs in developing a roadmap to revenue and profitability and building a foundation that will allow early stage companies to achieve scale.

I provide my clients and portfolio companies with access to early stage capital and advisory services. I seek to create close and productive relationships with entrepreneurs and build my ownership over subsequent financings. Therefore, I seek to assist them in any way that I can.


  • Angel funding from $10,000 to $50,000
  • Introductions to other angel investors and venture capital investors

My investments currently include MyLawsuit.comOne Medical Groupcaptureproof,  ella health, KnackRidePalnVision, AVIA, PortfoliaHumanAPI and VIDA & Co. Read more about my investment criteria.

Past investments include Kiva Systems (sold to Amazon), Ringadoc (sold to PracticeFusion) and FitStar (acquired by FitBit).

Advisory Services

  • Business Planning - strategic, operational and financial/modeling
  • Pitch Development | Honest Feedback
  • Targeted VC introductions
  • Sales | Business Development support, including introductions
  • Organizational and role design
  • Team building | hiring support
  • Management coaching
  • Development of consumer surveys and focus groups for potential customer input

If you would be interested in exploring how I can assist your company, please contact me. I am available for a free in-person meeting or Skype consultation to get to know one another and explore a how I might be of assistance in a formal capacity.