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Business Planning. Strategic Direction. Clarity.



Equity Investors

Equity investors invest in companies in exchange for a share of ownership. Money in this type of financing usually comes from wealthy investors, investment banks, and other financial institutions. Equity investors buy shares of private companies or gain control of public companies with the intention of taking them private and delisting them from public stock exchanges.

Venture Capitalists 

Venture capitalists are employees of venture capital firms that invest other people's money that they hold in a fund. These firms typically invest in startups and small businesses that are usually high risk but demonstrate the potential for significant growth. The goal of a venture capital investment is to get a very high return for the venture capital firm, usually in the form of an acquisition of the startup or an IPO.

Angel Investors

Angel investors are also known as private investors, seed investors, or angel funders. They are high net worth individuals who invest in new businesses exchange for ownership equity or convertible debt. Some angel investors invest through crowdfunding platforms or through investor networks that pool capital. Because seeding startups carries high risk, angel investors look for a defined exit strategy, acquisitions, or an IPO.  

       Meeting Investor Expectations


  • Have a WOW idea that translates to a WOW business concept. It should be original and sustainable. Ideally, it will be unique with proprietary features with an IP, exclusive licenses, and/or exclusive marketing and distribution channels.

  • Create a realistic, comprehensive, and informed business plan with the requisite financial projections.  

  • Develop a compelling presentation and be prepared to justify and elaborate on everything you say. Be ready to validate any multiple revenue streams. Know your numbers.

  • Demonstrate that your company will grow quickly beyond the early years while remaining financially stable. Prove that your business is capable of meeting any financial obligations. 

  • Show that you have a strong management team or at least seasoned and trusted advisers. People with a track record of success engenders confidence. 

  • Give investors the promise of high returns on their investment as is reasonably possible. Give them also a clearly defined exit opportunity. 

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