$910 Million as of 2017 and counting...

We understand venture capital and private equity for both early and later stage companies.

  • We know the rules.
  • We understand the process.
  • sales performance metricsWe know the players in the Boston market.
  • We’ve built a solid reputation based on trust and confidentiality.
  • We are active members of the Common Angels, Launchpad and Cherrystone Angel Groups.
  • We work in a close partnership with most Boston angel groups, venture firms and private equity companies with both pre-funded and funded entrepreneurs in providing a variety of coaching and tactical implementation services.

Over the past plus twenty years, we’ve had the experience of facilitating strategic planning on an ongoing basis for partners in a number of venture firms. During the same time period, we have also had the experience of successfully coaching hundreds of entrepreneurs through the fund-raising process at all levels of growth, from the earliest seed financings to leveraged growth expansion funding totaling more than $840 million at last count.  We completed the last deal at the end of 2014. 

Given our experience in coaching and participating in the fund-raising process for both the venture capital partner and for the portfolio entrepreneur, we believe that we have a unique blend of skills that result in an efficient fund-raising process:

  • Strategic & Business Planning
  • Business Plan creation, editing, and review
  • Presentation creation, review, and rehearsing
  • Introductions to venture and PE firms
  • Campaign management from beginning to end
  • Financial modeling

 

jay habegger"I worked with Jack when I was trying to raise our first round of venture capital. He successfully coached me through that round. Three capital campaigns later, and after surviving the technology depression, we had a very successful exit for everyone, including Jack, involved. Jack’s counsel at every milestone was an important factor in making the right decisions, avoiding fatal mistakes and achieving success."

Jay Habegger, Founder & CEO, Bitpipe and OwnerIQ