Boutique funds, Family offices, and Angel Investors usually do not have the capacity or will to manage and get thoroughly involved with their portfolio companies. Typically, such investors rely on quarterly management reports they hope to be accurate and as long as the investors’ note is paid as agreed, no real questions are asked. 

Problems start when the investee is under-performing, sales do not meet projections, cash flow becomes an issue, key employees are leaving, or turnaround is required and an exit is not found.

Our job is to make sure you are not surprised.

You will get early indicators of an issue, and you and the management of the investee will get the required professional hands-on, hand holding to remedy the situation and get you closer to your planned ROI.

Our consultants come from 20+ year careers at real companies, like the one you invested in. They have real-life experience, not just theoretical consultant knowledge. We roll up our sleeves and get the job done.

 

We serve as your conduit for information. With years of business acumen, we work directly with your portfolio business, ensuring there are no surprises for you.

Our services are based on routine (monthly or more) work with the investee. We ensure the production of monthly dashboards and statements, budget and forecast creation, constant variances analysis, and cash flow management.

In addition, we provide ongoing strategic leadership and coaching at the CEO, CFO and CMO levels, as well as lower levels, if needed.

 

Some of the issues we address are:

​

1. Ongoing routine reporting and review

2. Ongoing business strategy consulting and coaching

3. Underperforming and Turnaround Situations

4. Due Diligence

5. Organizational Restructuring

6. Process and Workflow Optimization

7. Acquisition Integration

8. First 100 days management

9. Capital raise and financing support

10. Pre or Post M&A

11. Investors / Investee Liaison

​

​

​​

​