| Company |
Service/Deliverable |
Use: |
Result/Status: |
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| Online
crowdfunding platform and wholesale marketplace
for mobile app developers (iPhone, Android) |
Advisory services,
go-to-market assistance, pitch deck and financial
model consulting, term sheet review |
Seed capital
raise, business model refinement; launch and marketing
support |
Company raised
$250k in angel funding; currently in closed beta
and preparing for Summer 2010 launch |
| Online blog network
and media company targeting 3rd largest demographic
in U.S. |
Investor pitch deck, capital raise
strategy, growth and business model consulting,
|
Capital raise, internal planning |
Company serving up 50M page views
and 150M ad impressions per month; Preparing for
Spring 2010 capital raise |
| Vertical
ad network software and solutions provider |
Business plan,
financial model, pitch deck, executive summary,
strategy consulting |
Capital raise,
business model refinement; Corporate structure
and valuation advisory |
Company in stealth
development, preparing for Summer 2010 launch |
| Tokyo-based digital
media PR consultancy |
Business plan and business modeling;
launch and growth consulting; social networking
strategy; ongoing advisory board role relationship |
Product / service refinment; launch
and go-to-market activities; startup operations
optimization |
Company launched in Japan in Fall
2009 and preparing for China expansion late 2010 |
| Developer
of children's plush toys + accompanying online
gaming world |
Pitch deck, executive
summary, financial model, growth consulting |
Angel capital
raise, operations and manufacturing planning,
online gaming strategy |
Company raised
$750k in angel funding; currently expanding distributor
/ reseller network |
| Social media and micro-blogging
/ real time data stream review site |
Launch and growth consulting, business
modeling, investor sourcing and strategy; incubation |
Product development, launch and
go-to-market activities; capital raise |
Company was shuttered due to unfavorable
competitive landscape |
| Online
video aggregator and directory of professionally-produced
content |
Strategy consulting,
investor presentation development, pitch coaching,
investor sourcing, financial modeling & forecasting |
Capital raise,
internal financial analysis & controls |
Company raised
$8M in Series A VC and $13M in Series B funding
from top-tier syndicate; launched at TechCrunch
50, Fall 2009 |
| Social shopping and
review platform targeting upscale women and trend-setters/influencers |
Investor presentation, pitch coaching,
and financial modeling |
Angel capital raise; Go-to-market
activities |
Company raised $300kangel round
from industry insiders; Company chosen as TechCrunch
50 finalist |
| Radio
content production and syndication company aiming
to reinvent itself |
Business plan
and strategy consulting for new market / social
media / mobile platform expansion |
Capital raise
for management buyout and to expand distribution
platform |
Company in LBO
discussions with leading E. Coast private equity
firms |
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 development; Go-to-market activities;
Corporate and business development; CFO / VC capital
raise |
Company raised $6.5M VC funding
from west and east coast syndicate; formed numerous
partnerships with Cadillac, VW, GM, Novatel, Avis,
and many others |
| 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 Taiwan,
Korea, and Chinese partner and customer list |
Smart grid analytics software and
price optimization platform |
Strategic partner / business development
consulting and deck |
Strategic partnering |
Company initiating discussions with
major Midwest utilities |
| Leading wine
software and logistics firm expanding into B2B
market |
Full business
plan, financial model, and strategy consulting
for capital raise; Series of Strategic Overview
plans used for launch of new business initiatives
(e.g., affiliate marketing) |
Capital raise;
strategic partnerships and affiliate marketing;
Team focus and hiring ramp |
Company closed
$8m Series B round; Previously, Company closed
oversubscribed angel round from leading wine industry
executives; Update: company acquired #2 competitor
in the space |
Developer of online printing auction
system for B2C and B2B markets |
Investor-focused expanded executive
summary |
Capital raise |
Company raised seed round from private
E. Coast investors |
| Stealth company
creating innovative "regressive auction"
online model |
Full business
plan, growth strategy, marketing assistance |
Launch strategy |
Company raised
$100k 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 raised seed capital; 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 |
Launch strategy,
capital raise |
Company raised
$13M Series B VC round from Tier-1 investors;
Update: company was sold to a competitor |
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
initial $11M tranche of funding, and now investing
in capital-efficient web startups |
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 |
| Connected network
of music and social gaming apps for iPhone |
Business model
consulting; Pitch deck and financial model; Launch
and venture strategy advisory |
Business model
strategy, capital raise |
Company in stealth
development in Australia; aiming for Fall 2010
launch |
Developer of item-level RFID tracking
and management hardware and software |
Investor materials development and
refinement |
Capital raise |
Company closed $5.2m Series B round
of financing; Recently, company was acquired |
| 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 was
acquired |
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 |
Company launched
beta site, and gathering user feedback |
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 launched and is bootstrapping |
| Web 2.0 online
funding platform for musicians, artists, filmmakers,
etc. |
Business plan
and pitch development |
Seed capital
raise |
Company raised
seed round from Hollywood A-list actors |
Car racing series + merchandising
based on Lamborghini Gallardo |
Business plan, financial model,
operations consulting |
Capital raise and partnerships |
Company currently sourcing brand
licensing partners |
| 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 |
Company 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 $3M
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; Now sold in Wal-Mart, Staples, Walgreens
worldwide |
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;
raised $2m from private equity investors |
Outsourced technical and administrative
services |
Strategy |
Early-stage debt |
Company was shuttered |
| 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, gaining distributors |
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 |
