Our engagement with each of our clients is unique, and ranging from assuming a management role to project based. We've helped both clients and company owned businesses scale through improved use of technology, branding and sales systems, strategic partnerships, financial review, and capital raising strategy and investor documents.
A food technology company reimagining access to protein, launching in U.S., Africa, and China.
Position: President, US
Charged with building out U.S. operations. Achievements include assisting with commercialization plan for licensor, recruiting VP of sales, implementation of salesforce, and introduction and management of lead processor relationship. Recently received USDA approval for full launch in Q2 2019.
A sustainability focused real estate technology company fund with $3 million in funding.
Position: Chief Financial Officer & Operating Officer
Helped CEO streamline strategy and operations to focus on core business and divest non-performing assets, raise $275,000 in new capital, implement investor relations systems to manage and track funding, and restructure over $750,000 in debt through conversions and asset sales. Implemented accounting system that tracks project profitability for the first time, helped CEO refine estimating and create realistic financial projections, and manage cash flow tightly. Led the systems implementation for a sales and project management systems, built a new website and automated outbound sales to 50x lead gen. Restructured the team to ensure the position fit, and recruited new hires.
Ecommerce company focused on new moms, with a patented award-winning main product.
Acquired eCommerce business and sold within 12 months for 2x acquisition price. Increased sales 400% year over year through improved marketing including new website, paid ads, and professional Amazon agency. Streamlined operations with a top 3PL. Main product was patented and the product won a 2017 top choice award from Baby Maternity magazine, and Creative Child. 2017 Preferred Choice.
Signage & Graphics Company
Built from inception to acquisition, with revenues exceeding mid six-figures. Recruited and managed a team to determine, develop and produce visual communications solutions for over 500 clients from small businesses to Fortune 500, with a customer approval rating of 97%. Out of almost 600 locations, won the largest new franchisee project ever, a six figure signage upgrade for a commercial real estate redevelopment, and the following year, won a franchise-wide award for highest new center sales growth. Managed process of being acquired including negotiation, preparation and review of documentation, client and employee transition; successfully selling the business within 18 months of opening. Was the first new center on FASTSIGNS new proprietary software system and was a part of the buildout, as well was chosen as one of three centers to pilot 3D printing test with Stratasys.
Position: Business Consultant
Client industries for other short term projects include: Venture & Hedge Funds, Ecommerce, Real Estate, Medical Devices, and Energy, Agriculture, and Food. Services included branding and messaging, commercialization plans, interviewing investment banks, institutional investment introductions, negotiating with strategic partners, investment documents for both companies and a number of asset managers, including hedge funds, venture funds, growth equity and corporate venture.
One of the largest Angel Groups in the country
Investor, Quick Pitch Chair, Upcoming VP External Affairs
Hosted and oversaw annual pitch event and streamlined application review process. Milestones achieved included most company applications (280), largest prize to date ($75,000), and most attendees, which doubled income to planning companies. Have also planned a number of events, and spoken on a number of panels to, including for Startup Week and Convergence to increase group awareness, diversity and deal flow. Participated in Fund launch committee and invested in Fund (Lynx, Healionics, GoSite, Paradigm, KettleSpace, Elysium, and Elemeno Health) as well an Investor in Backstage Capital Accelerator.