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.

Capital

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

My investments currently include MyLawsuit.com, One Medical Group, captureproof,  ella health, Knack, RidePal, nVision, AVIA, Portfolia, HumanAPI 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.