Representative Clients

Perspective + Experience = VentureArchetypes

We've been working with startups for quite awhile now. We have been very fortunate to work side-by-side (and learn a great deal from) some awesome entrepreneurs over the years. Here are a few recent clients:

Our work has been both broad (across multiple industries and company stages) and deep (within finance, strategy, and BD). There's a good chance we've worked with companies like yours, and have solved problems you're currently facing.

In short, we bring perspective and experience. A few more projects we've completed over the past few years:

Company	Service/Deliverable	Use:	Result/Status:

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, business developmnet	Seed capital raise, business model refinement; launch and marketing support; Development of strategic partnerships	Company raised $650k in angel funding; currently in closed beta and gearing up for major launch with Top-5 movie studio as strategic partner
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, product roadmap planning	Company serving up 50M page views and 150M ad impressions per month; Received term sheet frommajor NYC media VC
Vertical ad network software and solutions provider	Business plan, financial model, pitch deck, executive summary, strategy consulting	Strategy, business model refinement; Corporate structure and valuation advisory	Company in stealth development, preparing for Q4:2011 launch
Tokyo-based social media / digital PR startup	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 and preparing for China expansion early 2012
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; sold to CBS Interactive for $100M in Q1:11
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 $300k angel 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
Online social media / marketing platform targeting the legal industry	Financial modeling, strategy	Capital raise	Company raised seed funding from angels, and now raising second seed round prior to a VC round
Developer of organic plant growth accelerators and energizers	Business plan, pitch deck, financial model	Launch strategy, capital raise	Company raised seed round, now gearing up for a VC raise in early 2011
Sports-focused social network and connections web site	Financial modeling, business model strategy	Capital raise	Company preparing for 2011 launch and fund raise
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	Raised small seed round; now in stealth development in Australia, aiming for Spring 2011 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 by Tyco
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	Company 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	Expansion plans	Company scaling operations from 5 to 20 stores, along with offshore manufacturing
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 was shuttered
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
Digital projector peripherals 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

Author of Seed Stage Capital blog and series of recurring business development articles at EvanCarmichael.com

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