Are you looking for help in strategy, technology, analytics, finance, or in raising capital? Book a meeting to discuss.
What I can do:
- Strategy. See our syllabus on how to build an investment management firm.
- Fundraising strategy, story-building, and process optimization. See Fundraising hacks for VC and private equity funds.
- Capital introduction to potential investors. I can only do this very selectively.
- Due diligence, Financial modeling, deal structuring, and valuation. See Best practices in building financial models.
- AI, CRM, technology and analytics strategy. See PEVCtech.
- Firm organizational design, including economics with key personnel, e.g., cofounding Partners. See How to Join a VC or Private Equity Firm as a Partner, or Recruit a Partner.
- Preferred service providers (counsel, fund admin, accounting) and compensation structures.
- Community building, e.g., events, online community.
- Origination/sales. See Venture Capital Deal Sourcing Best Practices.
- Platform/Value Creation. See How Private Equity and Venture Capital Investors Accelerate Portfolio Company Success.
BOOK AN INTRODUCTORY MEETING .
Please send background on yourself first.