Effective impact investing starts with a vision and a strategy and ends with a strong investment relationship.  We provide investment consulting services for investors and entrepreneurs and we expose you to investment opportunities, to produce the results, returns, and impact that you’re seeking.

For Investors

Investment Strategy Consulting  What is your investment mission and vision?  We help you design your strategy and show you an integrated decision-making approach that helps you balance the financial returns with impact.   We help you be ready to invest, so that you understand and can manage the risks involved, with confidence.  It is the first step to investing in something that you’re happy and passionate about.

Opportunities  We expose you to investment opportunities and give you the chance to meet with entrepreneurs, to help you build a long-term investment relationship that will have the potential for financial returns and positive impact.

Transaction Management  We guide you through the investment process, working with your lawyers and other advisors.

For Entrepreneurs

Financing Strategy Consulting  Do you know your Business Model Canvas from your Business Plan?  Your 7 Domains from your 10-slide Investor Pitch?  We help you get investor ready so that you can speak their language and get financing that suits your business’ needs.

Opportunities  Our approach to capital raising is about building relationships between investors and entrepreneurs over time.  This is in keeping with our philosophy: “meet people before you need to meet them”.