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Who We Work With

Startups

The difference between startups and small businesses is that small businesses are…small businesses, while startups are the first step of a large and successful organization.

As such, startups should see themselves as large companies in the making and create the proper foundation, infrastructure and road map to get there.

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Growing Midsize Companies

There are many reasons for a business or its owner to need or want funds. They may require straight start up cost or funds for growth, such as inventory, marketing, acquisition and amalgamation, purchase of real estate, and more. They might also simply want to cash out on a portion of their success or to establish value for the enterprise by securing a successful M&A transaction. Also, sometimes a business needs finances to fund previous losses as part of a restructuring move.

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Investors, P.E and similar

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.

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