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Clients & Projects
 

Highlights of our experience include the following engagements involving Business Planning and Venture Consulting, Finance and Modeling, and Research and Writing work. Extensive references, case studies and client testimonials are available upon request.

 

Business Planning and Venture Consulting Work

Company

Service/Deliverable

Use:

Result/Status:

Developer of "broadband for the car" hardware and content delivery platform

Strategic partnering plans for major channel partners; Pitch coaching; Capital raise and roadshow management; Extensive strategy, business modeling, and corporate development activities

Strategic partnering; Cornerstone customer dev; Go-to-market activities; VC capital raise

Company recently raised $6.5M VC funding from west and east coast syndicate

Developer of high-definition wireless video system-on-module and system-on-chip technologies

Full business plan, extensive strategy consulting, investor presentation development, pitch coaching, investor sourcing, partnership development, and other startup advisory services

Customer development, capital raise, and partnering efforts

Company engaged in technical due diligence with extensive partner and customer list

Developer of online printing auction system for B2C and B2B markets

Investor-focused expanded executive summary

Capital raise

Company in discussions with E. Coast investors

Stealth company creating innovative "regressive auction" online model

Full business plan, growth strategy, marketing assistance

Launch strategy

Company raised angel round; receiving unsolicited funding offers

Market leader in innovation management software and services (extensive F500 customer base)

Venture Audit; Business plan, financial model, and pitch deck; Venture strategy consulting

Business strategy, capital raise

Company in discussions with Tier-1 investors for Series A round

Leading developer of Semantic Web or "Web 3.0" platform and applications

Go-to-market and launch strategy consulting

Capital raise

Company recently raised $13M Series B VC round from Tier-1 investors

Developer of mobile hosted PBX and document management software for Smartphones

Business plan and financial model; Launch and venture strategy consulting

Launch strategy, capital raise

Company forming strategic partnerships

Venture capital firm focused on software and CPC seed investments

Pitch deck, PPM and executive summary

Capital raise from L.P.s

Company raised first tranche of seed round

Provider of post-production services to Hollywood studios

Operating business plan for launch of new streaming video service

Growth strategy, operational roadmap

Company sourcing vendors and developing architecture

Developer of probate and estate settlement software solutions

Business plan, financial model, marketing and branding strategy

Business strategy, launch plans

Company raised seed round and preparing for launch

Application framework and tools for porting legacy and Java applications to Grid Computing

Full business plan, go-to-market strategy consulting, financial and scenario modeling, pitch coaching, capital raise strategy, general advisory

Launch, growth, and capital raise efforts

Company in discussions with IBM, Citicorp, and others on partner side, and closed first major account; Company preparing for seed raise

Leading wine software and logistics firm expanding into B2B market

Full business plan, financial model, and strategy consulting for capital raise; Series of "mini-plans" geared toward launch of new business initiatives (e.g., affiliate marketing)

Capital raise; Partnering efforts; Team focus and hiring ramp

Company recently closed $8m Series B round; Previously, Company closed oversubscribed angel round from leading wine industry executives

Developer of item-level RFID tracking and management hardware and software

Investor materials development and refinement

Capital raise

Company recently closed $5.2m Series B round of financing

VoIP-based contact center software provider; established provider of carrier-grade telephony solutions

Full business plan, extensive strategy consulting, and other startup advisory services

VC capital raise; Partnering

Currently preparing for product launch and subsequent capital raise

Video social networking portal; Founders have background with largest SNW site on Web

Business plan, consulting services

Growth and capital raise

Company experiencing rapid organic growth; Funded by well-known backer of MySpace

Filtered web search portal with offline print component

Business plan, capital raise strategy

Seed round raise

Preparing for beta site launch and capital raise

Autologous stem cell bank

Marketing plan (strategic and tactical); Primary market research; Complete business plan

National launch and expansion; Capital raise

Public company raised $2m P/E round

Developer of on-demand, business-class video interviewing solutions

Presentation and pitch coaching

Partnering, capital raise

Company negotiating partnership with leading industry player; Preparing for seed capital raise

Developer of smart-card based online security service with central validation system

Business plan, pitch deck, business strategy / Advisory Board

Capital raise

Company launching in May 2007

Systems designer of hosted network infrastructure and applications architecture

Business plan refinement and pitch coaching

Seed capital raise

Company approaching angel investors while bootstrapping existing operations

Real estate investment portal and community site

Business model, launch, and growth strategy consulting

Launch and expansion

Idea development phase

Secure remote device monitoring, compliance, and management solution provider (hardware and software)

Full business plan, consulting, financial model

Capital raise, marketing efforts

Raised angel capital; Securing beta customers; preparing for Series A

Designer of high-speed, flexible-head backplane connectors for telecom, test, and server markets

Full business plan, extensive strategy consulting, investor presentation development, pitch coaching, and other startup advisory services

Strategic investor capital raise; Sales and partnering

Company bootstrapping product development in preparation for seed capital raise

Developer of optical bio-sensor instruments based on nano-structured films

Full business plan, model refinement, capital raise advisory services

Capital raise; Launch strategy

Company raised $2m from angels and friends/family for seed raise

Mobile and location-based ordering and payment platform

Idea refinement; Launch consulting; Full business plan

Launch: Risk reduction strategy; Focus

Company developing alpha platform

Provider of online compliance and training solutions

Business planning advisory and startup assistance

Company launch

Company in pre-launch phase, preparing alpha version for market validation purposes

High end wedding gown and couture designer, manufacturer, and retailer

Interim business plan, financial model, positioning strategy, and investor introductions

Capital raise; Expansion plans

Company scaling operations from 5 to 20 stores, along with offshore manufacturing; Preparing for capital raise

Designer and manufacturer of innovative, high-end 'outdoor living' products (fountains, statues, etc.)

Business plan, marketing strategy

Acquisition and/or capital raise

Company expanding from S.W. US to 50 states and abroad; recently acquired by larger player

Developer of wastewater inflow & infiltration monitoring and measurement system

Full business plan, financial model, pitch slide deck; Venture strategy consulting

Capital raise; Launch and expansion plans

Company implementing Beta trails at several municipalities

Merger of four companies in the HP e3000 market; Firms joined together to create new business entity

Operational business plan including risk analysis, goals and responsibilities, launch plan

Internal strategy; Sales, marketing & partner roadmap

Successful initial launch; Company now preparing for sales ramp

Developer of hospital room management software and systems

Business plan and marketing strategy

Launch plans

Company developing software architecture, securing Beta sites

Online system to replicate and replace contingency recruiting process

Extensive strategy, research and consulting; Full business plan, investor presentation, financial models, and exec summary

Launch plans; capital raise

Company preparing for initial beta launch

Low-cost, high-definition POV video camera developer

Business plan, capital raise strategy

Capital raise, partner development

Company successfully raised Series A round

Online market-based learning system

Presentation development, pitch coaching

Capital raise

Company bootstrapping in preparation for VC raise

Innovative drug delivery device using nanotechnology

Extensive strategy, research and consulting; Full business plan, investor presentation, financial models, and exec summary

Strategy, positioning, capital raise

Current client, in-process; Company in partnering discussions for R&D

Online dating site

Expanded exec summary; Guidance and advice on strategic options

Strategy, capital raise

Company was acquired

Building-integrated photovoltaics (solar power) R&D lab

Market research; Opportunity analysis; Financial modeling & break-even; Full business plan

Internal strategy purposes

Shifted strategy to focus on R&D and internally-financed development

Ergonomic writing utensil designer & marketer

Full business plan

Capital raise

Raised angel capital; Raised Series A to expand offshore manufacturing capacity

Enterprise-class corporate governance software

Extensive strategy & consulting; Full business plan and exec summary

Capital raise

Company was shuttered

Transport-layer network management software

Executive summary

Re-cap

Company was shuttered

Predictive vector analytics software for wireless sensor markets

Extensive strategy & consulting; Full business plan and exec summary

Capital raise

Raised seed capital; Currently in late-stage discussions with top-name VCs

Royalty and revenue interest funding for the healthcare and life sciences industry (public company)

Extensive business model strategy, full business plan and exec summary

Private placement

Successful Roadshow

Outsourced technical and administrative services

Strategy

Early-stage debt

Pre-launch

Edge-based router and VPN networking OS

Extensive business model & marketing consulting

Strategy

Pre-launch (alpha stage trials)

Virtual cam coprocessor (semiconductors)

Refinement of business model and presentation materials

Capital raise

Introductions to angel investors

Consumer food product company launching in natural class of trade

Marketing research, strategy, full business plan

Internal planning; Partner development

Successfully completed U.S. market launch

Anti-spam hardware appliance

Business plan refinement

Capital raise

Successfully raised venture capital from top-name firm then acquired by public company

Branded consumer home, bath and accessory product line

Strategy, full business plan, investor presentation

Planning, debt financing, sales

Company launched first line of products Fall 2005

Location-based Internet auction business

Strategy, exec sum

Planning

Company was shuttered

Clinical trial software startup

Business plan, exec sum, slide deck, presentation coaching, management

Capital raise

Plan selected as 1 of 9 (out of 250 entrants) to present to premier VCs at business plan competition in NYC

PC projector peripherals devices company

Exec sum, milestone map

Planning, partner development

Used to gain pro-bono legal work in pursuit of patent

Email autoresponse software

Full business plan

Capital raise

Successfully raised venture capital from top-name firm

Packaging and logistics business process outsourcing firm

Full business plan

Capital raise

Company was acquired

Ecommerce product vendor

Exec sum and marketing materials

Capital raise

Successfully raised angel capital

Targeted radio broadcast firm using Internet sourcing model

Business plan work, financial model

Capital raise

Successfully raised angel capital

Sports technology development firm

Exec sum, capital sourcing

Capital raise and partner development

Secured distributor partnership. In discussions with angel investors

Investment firm (hedge & VC hybrid)

Marketing materials Pitch book

Capital raise, marketing

Successful marketing program

Investment firm (asset mgmt)

Marketing materials

Marketing

Successful marketing program

 

Finance and Modeling Work

Company

Service/Deliverable

Use:

Result/Status:

B2B Net market maker

Extensive financial models

Pre-IPO road show

Successful IPO

Internet infrastructure provider

Extensive financial models

Pre-IPO road show

Successful IPO

Telecom provider

Offering memorandum, extensive financial models

Off-B/S financing

Successful debt and equity offering

Chip-based stored value card

Extensive industry research & analysis; Comp analysis

Valuation for joint venture

Successful JV

Internet firewall software

DCF modeling, Industry research/writing; Comp analysis; Product analysis

M&A valuation

Successful merger

Multimedia software

Industry report

M&A valuation

Merger failed

Shop floor automation software

Industry research; Competitive positioning; DCF models

M&A valuation

Successful merger

Homebuilder/developer

Econ. research; comp multiples; financial statement analysis

Tax/trust valuation

Tax purposes

Biotech/genetically modified food

Biotech industry research Competitor analysis

M&A Valuation

Successful merger

Voice recognition and speech applications

Cash flow modeling; Industry research; Product analysis

M&A Valuation

Successful disposition

 

Research and Writing Work

Company

Published feature article (6000 words) on technology in the energy industry in print edition of Line56 Magazine

Quotes in NY Times Circuits Section and San Francisco Chronicle Small Business Section

Published 30 online articles for New Investment Frontiers column, covering Internet, wireless, B2B, security, hosting, encryption, and other topics

Researched and wrote extensive 72-page Net markets industry report for leading investment banking firm

Researched and wrote more than 80 equity research reports on firms in software, hardware, Internet, security, digital media, software distribution, online commerce, and other technology markets

 

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