COMPANY OVERVIEW


iVEST Partners is hands-on team that participates with companies to perfect their business and revenue model for next level of growth and financing. We support our clients’ capitalization demand within our network of investors, private equity and banking resources.

 

We are accomplished entrepreneurs, corporate executives, private investors, investment professionals and venture savvy experts.  We’ve held the profit & loss, engineering, sales, marketing, manufacturing operations positions so we can relate to your business, often first-hand, and actively guide you towards accomplishment and necessary capitalization.

 

We blend capital raising experience with business execution savvy. One aspect for supporting our clients’ capital needs is iVEST’s exclusive but independent investment banking affiliation with Xnergy LLC where we do business as Xnergy Business Advisors. This connection helps us gauge our clients’ readiness and execution timeline for capitalization.

 

 

 

iVEST knows:

  • the venture capital community (and private equity, and investment banking, and corporate capital, and public market space)

  • what it takes to get your deal looked at

  • how to prepare you and your business for optimum presentation and investor traction

 

iVEST invests and partners with companies:

  • to define appropriate business and revenue models

  • to set strategy

  • to position companies in the market

  • to execute to achievable milestones

  • to get them funded

 

iVEST collaborates with our clients and partner resources:

  • to define capital needs structure

  • to assemble senior management and boards

  • to expand profitable business growth

  • to improve operations and control

  • to negotiate the deal