Risk and Governance Innovation

Working with the CEO to refine business plan and investor presentations. Arranged three scaleable buyers. After planning, CEO built credibility with C-level champion. Next meeting scheduled with North American risk broker. Planning with a statewide utilities provider.

Taking longer than anticipated. Founder is being purposely patient. Not seeing a need for this, but appreciate founder with a plan.

Banking & Legal

Deep dive with NYSE-traded US financial institution and global law firm. Reviewed go-to-market motion and innovation strategies with West Coast technology leaders. Considering next steps and recommendations.

This market is consistently asking for a product that doesn't exist. Expecting Anthropic and OpenAI to build.

An AI Native OS for Wealth Advisory

Semi technical Founder, detailed ICP and strategic vision. Building GTM confidence. Fundraising and developing commercial partners.

Founder is great, but a lot to prove technically. Front end is basic, back end is limited. We're communicating honestly. We understand what his business needs, and the right partner can be found. Because we are working transparently we have the best opportunity to make commercial progress.

Process Improvement

New product and service. Assumptions are logical. Doesn't mean there's a market. CEO is serious, architecture is solid. Meeting scheduled.

More Enterprise Tools

Met with NA Chief. He's a builder by nature. He's using AI and asking his team to build. IT couldn't make him the product he needed. Couldn't understand his business. Outsourced to Eastern Europe, couldn't build the product either. He knows we understand. He likes telling us the details. He's close to considering an add on from his existing provider, but he wants to build his own. Ideal commercial partner.

At Scale

Partnership arranged between security firm and growth debt partner. Diligence started.

Energy & Data

Awaiting details on commercial testing. Arranged meeting with data center builder for Google and Meta. Feedback expected soon. North American commercial team buildout projected for Q2.

Reached inflection point. Without continued presence, transparency and willingness to change we cannot work together. Still like the tech, problem, IP, and CEO. We'd like this to continue. CEO decided we do too much diligence. Mutually agreed to end our engagement. We take pride in doing deep diligence.

Go To Market Transformer

Negotiating 20% equity stake to partner with CEO on strategy, institutional fundraise, and North American commercialization.

Didn't reach an agreement. Think the business and the founder are A+. This is a company we believe can grow. This one stings.

Improved Human Health and Experience

Founder paused to focus on product development, branding, and marketing tests.

Expect this team will reach the finish line without our support.

The Future of Work

Paused. After hackathon, founder decided product wasn't ready for commercial testing. Commercial partners are lined up and ready.

Uncertain if this will return, but significant potential exists with this experienced and funded team. Some founders are pressure testing marketability of new commercial plans, but they have strategy, finance and commercialization dialed in. Recognize quickly, give immediate truth and move to a different role.

Enterprise Grade Quality & Assurance

Advised founder to pivot after investor dialogue.

Founder ended the engagement, wanting to explore different thinking but chose not to do so with us. Right move for them.

More Healthcare

After meeting with investors and commercial partners, CEO chose a different growth partner—an industry advisor with experience and ties to CPG.

Feels like the right fit. Wishing them well.