
COMPANIES. INVESTMENTS. RESULTS.
We share a vision to build disruptive, world class products and services that can change lives for the better. We love to help commercialize innovation and scale product intentionally so people save years using a different process, intentional approaches, and savvy GTM strategy. We’ve built proprietary investment frameworks in technology and love to help firms manage portfolios of product. We’ve evaluated firms across 10-15 dimensions so we can help you with any.
| $500M saved by changing CFO’s decision | $300M reduced on $1B+ growth plan | $1B+ developed plans for potential launch | 50+ management teams met | 50 years experience from mentors | 500+ firms evaluated for investment
INDUSTRIES
- AI / ML
- Blockchain
- SaaS
- Crypto / Web 3.0 / DeFi
- Cybersecurity
- Edge
- Hardware
- Datacenters
- Enterprise Software
- Telecommunications


CAPABILITIES
- Strategic Decision Making
- M&A (sourcing, screening, diligence, modeling, PPA, valuation)
- Launches & Commercialization (Companies, Divisions, Products, Ideas)
- Capital Raising (Communication, Materials, Investor Fit/Engagement, Thesis, Narrative)
- Portfolio Management (Asset / Product portfolios, Drugs, Devices)
- New Product Development
- FP&A (Budgeting, Forecasting, Cash Flow Mgmt, finance transformation, scenario planning)
- Feasibility Studies / What if / Scenario Planning, Stand-Up or Outsource CFO / Corporate Development / Ventures (capital allocation, long-term planning, M&A, transformation)
- IR (investor studies, thesis/narrative, investor engagement, valuation)