Benefit from the Experience of 35 years of Investment Decisions

Successful CEOs are visionary, optimistic and internally driven. Transforming these skills into commercial success requires a team to address the array of issues. Development and refining of the product/service, market assessment, supply chain and market channels, competitive analysis, appropriate funding, and stakeholder communications are just some of the important components for success. Efficiently accomplishing these tasks can significantly enhance your entity’s progress during the early growth years.

Potential Issues can Remain Hidden

Many times, a weak link in the enterprise will become a reason that funding support or partnership agreements do not materialize, or do not occur in a timely manner. It may be a key item that can alter the probability of success. Based on the time constraints of potential funders, partners and customers, such a weak link can remain unrevealed. I will point out where the new venture is most vulnerable, and what weakness may become an unrevealed reason for the lack of funding support. And we can strategize on how to strengthen that vulnerability, and use the new ventures strengths and uniqueness to overcome any perceived weakness.

Investors & Potential Partners look for Reasons to say “No”

For the past 35 years, I have made thousands of investment decisions after analyzing the fundamental prospects of each one. For every investment made, many more are turned down for a variety of reasons. I have built successful investment teams that have succeeded by investing in a broad spectrum of industries, and I have learned from different team members in how they may perceive an investment opportunity. Applying this understanding of different investor mindsets has enabled me to enhance the prospects of growth oriented CEOs through the creation of custom documents that are critical in conveying your story to potential stakeholders. See What You Can Expect.

Utilizing my experience in assessing and analyzing your new venture and creating the necessary documents to enhance your success also has an additional benefit. You receive an independent strategic analysis of your company – which for previous clients has pointed out the vulnerable issues in the organization, concerns in investor mindsets, identify benefits of specific shifts in strategic focus, and evaluations of potential acquisition(s) from different perspectives.