INVESTOR CONSULTING SESSION

Have a great opportunity to invest into startup?

When an opportunity is big enough, it's never a bad idea to get an independent, objective view and/or second opinion


We are frequently asked to weigh in on proposed financing strategies, securities offers (e.g., pre-seed valuation caps vs discounts vs warrants, etc.), deal point negotiations (in both Angel and VC lead financings, aka Term Sheet Battle (TM), proposed co-founder equity allocations (and divorces), value creation (built to sell) models, university tech transfer, corporate innovation/CVC, liquidity options through private and public secondary markets, intermediary engagement terms, buy and sell-side mandates, and related matters. 

Investor Consulting session

Service for: Angel Investors, Family Offices, etc.

Calls to Structured as One Hour Zoom Calls, and it is anticipated that there will be no more than 30 minutes invested to review materials prior to the call, and no more than 30 minutes to draft post-call notes to client. If the conversation requires more time, then additional costs will be incurred for additional calls/work, through one of our other service packages.

Included in Strategic Advisory Call

  • Pre-Call Preparation (30 mins)
    Scan:  Understanding the context, opportunity and challenge from the current perspective of the client
  • Zoom Call (60 mins)
    Focus:  A conversation to explore, discuss, ideate, spar and assess best next steps
  • Post-Call Report (30 mins)
    Act - Providing a concise assessment of current state and proposed next steps for client