Smart Investment Decisions
We work with a wide spectrum of PE/VCs/Family Offices helping them with smarter investment decisions across the deal lifecycle.
VALUE CREATION fOR global investors
DATA + STRATEGY + STORY + INSIGHTS + NETWORK = INVESTMENT
WHAT do we offer
1.Discovery
We partner with funds at a very early stage of creating and firming the investment philosophy around the sectors. Comparative analysis of the potential target companies. Sector Reporting, Redbooks and Hypothesis testing.
Seasoned venture advisors lead all our projects. Our advisors have themselves, investors, and acquirers. We know what it takes to cross the finish line!
2. Due Diligence
We bring research-driven, deep sector knowledge and IP to deliver a clear evaluation of the opportunity. Our experience of more than 85 engagements with private equity funds and access to one of the widest networks of customs experts creates a key value proposition. Range from End to End Commercial Diligence /CDD to Pocket Diligence.
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3. Value Creation
We work on specific value creation agenda for the portfolio companies post-investment. This includes benchmarking companies’ performance and identifying the levers of growth and optimization. There are tailored programs focused on improving/ramping up the execution of sales and marketing initiatives.
Our deal experience demonstrates our breadth and flexibility – growth equity, recaps, full acquisitions, and strategic roll-ups – across key, competitive sectors.
4. Exit Plan
We help funds to prepare for a high-value exit through the creation of robost business plan documents for bidders and financers. We create a detailed map of the market through industry trends, disruptions, and key risk elements involved. And how it impacts the buyer’s outlook along with the exit plans.
While a successful exit has many elements, a clear and evidence-backed equity story detailing the asset’s potential may be the most important..
30+ Engagements
In last 4 years
founders feedback
Due Diligence
PE Acquisition | Jan'2022
Acquisition of Dallas based SaaS Legaltech company by Featherweight Capital.
Exit Plan
Exit for EduQfix | Feb'2022
Exit planning for India-based fintech platform, Acquired by largest Fintech venture.
Discovery
VC Target Scan | Oct'2021
Growth capital Investment in Ghost Inc led by KSA capital partners after evaluating 60+ crypto platforms.
who are we
Small business owners, high growth startups, and venture capital firms hire our venture advisors. We are ex-consultants, active VCs investment bankers, and founders who've scaled and sold their ventures
Our venture advisors- you would work with
Our Venture Advisors are located across the globe to deliver investor grade guidance relevant to you
Bryon
Venture Advisor, USA
Ex-CEO Empyr, 2X Successful Exit
Bryon is accomplished executive with a proven track record in challenging high growth recurring revenue B2B SaaS, Held leadership roles at multiple ventures, successfully exited Empyr Inc
(acquired by Augeo). Raised funding for several companies while at the helm such as Empyr Inc / Ad Tech / $50M, Lytx Inc / Driver Risk Management $2B
Worked at
Deniz
Venture Advisor, France
Ex-Private Equity
10+ years experience in top-tier Investment Bank (J.P. Morgan), private equity and financial services firms. In the past 3 years, helped raise US$150m+ funding for seed, Series A / B rounds, as well as US$300m for PE and hedge funds
Worked at
Steve is Ex-Merrill Lynch (London & New York). He has worked on deal size over billion USD. Steve works with early stage & growth companies up to USD$50M in revenue. He has consulted many listed companies such as Canada Nickel (Canada), Fortune Minerals (Canada), Cyprus Developments (USA)
and many of the startups.
Worked at
Barret is a serial entrepreneur, technologist. He focuses on SaaS, AI, Healthcare scale-ups at AI Ventures. Barret has raised rounds for multiple startups in the past and brings in a solid mix of tech and business understanding for early-stage founders
Comes from
Natalie leads syndicate investments in Silicon Valley and Germany. She holds MBA from HEC Switzerland. Natalie's current portfolio of investment includes more than 10 early-stage investments
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Arnov is a Venture Advisor and Program Director at North Star. He brings in 14+ years of experience working with various companies across Edtech, Fintech, Energy & Manufacturing
Worked at
Arnov
Venture Advisor, India
Ex-EY, NorthStar Coordinator
Eric has been a startup ecosystem for last 15 years, founded several companies and raised multiple funding rounds between $400K to $ 8 Million. Eric is graduate from Cornel and MPA from Harvard and MBA from Wharton. Eric brings strong network on both the east and west coast. Eric has worked on deals across education technology, consumer technology, SAAS and fintech, specializes in pre-seed, seed, and Series A funding rounds.
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Nick is a venture advisor, focuses on Middle East based ventures. He was with GE capital and has worked in various consulting and financing rounds for early stage startups. Nick specializes in AI and ML based ventures
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Hunter is Principal with the US based VC firm focused on deal sourcing, deal execution, portfolio operations, and investor relations.
Prior to being a VC, Hunter was a Consultant in Deloitte's Strategy & Operations Consulting practice. In this role, Hunter primarily focused on serving Fortune 500 clients engaged in international M&A. Hunter earned his Bachelor of Arts degree in Economics and Political Science from Vanderbilt University, MBA from Wharton.
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you would receive
Sector Bluebooks
Commercial DD Pack
Exit Sprints & Playbook
CFO Certified value creation