Services
Built on the fiduciary standard of always putting our client’s interests first.
Service is embedded in our culture. Everything that we do at us is focused on delivering the best advice and solutions to help our clients achieve their objectives.
We have created a comprehensive set of services to cover all of your needs or simply complement your existing structure. We understand that every client is different, for this reason, we offer a la carte services allowing you to customize a solution package that fits your specific needs.
Fundraising
VC firms raise capital from limited partners (LPs) such as:
- High-net-worth individuals
- Family offices
- Institutional investors (pension funds, endowments, etc.)
- Corporations
These funds are pooled into a venture capital fund managed by the VC firm.
Sourcing and Evaluating Investment Opportunities
Due diligence:
- Analyzing the company’s business model, market, competitive landscape, technology, financials, and team.
Valuation: Determining the fair value of the startup and negotiating terms.
Investment Activities
Providing capital in exchange for equity ownership (usually preferred shares).
- Common investment stages:
- Pre-seed/Seed
Series A/B/C (and beyond)
Structuring deals: term sheets, convertible notes, SAFEs, etc.
Portfolio Management
- Board representation or advisory roles
- Supporting strategic planning, talent acquisition, business development, and scaling operations.
- Monitoring performance metrics and milestones
- Connecting portfolio companies to partners, customers, or follow-on investors.
Exit Strategies
- VCs aim to generate returns through successful exits:
- Initial Public Offerings (IPOs)
Mergers & Acquisitions (M&A)
Fund Administration & Compliance
- Managing fund operations, accounting, and audits
- Legal compliance and reporting to LPs
- Risk management and tax structuring
Sector and Stage Focus (Optional but Common)
- Some V firms specialize in specific areas, such as:
- Technology, biotech, clean energy, fintech, SaaS, etc.
- Specific regions or countries
- Early-stage vs. Growth stage investments
