Strategic Capital and Communications
We work directly with founders, CEOs and leadership of early and mid-stage companies raising capital predominantly in the following fields:
Contact Us to discuss our unique approach.
We have decades of experience helping clients prepare for the dance. Raising money is extremely difficult and getting the right message that will resonate with the target audience is paramount.
Loren has the unique ability to simplify that which is inherently technical to connect with the right investors.
Contact US to request sample client work and differentiate yourself from the pack.
When a company, its leadership team and financial strategy line up with our core investment thesis we will consider a direct investment through our SPV.
This usually involves an active Board seat and ongoing capital markets support.
Contact Us to determine if your investment is aligned.
Daniel began his finance career with PwC and Bank of America after a degree in Accounting and Computer Science from Indiana University. His entrepreneurial experience running (and selling) a financial software company, his own fund and global investment banking experience make him uniquely qualified in assisting emerging company leadership in their capital markets challenges and opportunities.
Jason is an experienced analyst and account executive with relevant experience in pharmaceutical sales, communications and event marketing. He is on the front line daily on the phone and in-person with investors and capital seekers.
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