Precision of process, accuracy in plan, delivery in execution are key for achieving your success, and will govern our working relationship with your firm.

Our strength as a company is to get you onto a path of success that has a higher probability of working. We are confident for two reasons;

·         our guidance, governance, and due diligence in preparation

·         our long standing credibility of relationships in raising capital

We have broad and long standing relationships with Private Equity firms, Angel Investment Groups, Venture Capital and Investment Banking Firms.  At the very least, the “new market reality” requires a personal introduction to assure you are given adequate time to build your story.  Our exclusive yet non-restrictive agreement with Xnergy Investment Banking where we operate as Xnergy Business Advisors fuels the process to work for you. In 10 years of existence, Xnergy has completed deals nearing $1 Billion in capital exchange across multiple industries that have created relationships that work and can be relied upon.   The combination of these relationships and experience makes a difference for you.

We work flexibly and directly with your company leaders to address the gaps in your readiness, and assist in developing the plans and packages that will attract investment. 

We just don’t receive your plan and decide its value.  We evaluate your business plan, financial position and readiness for the capital markets through our proprietary Readiness Evaluation, which will highlight key factors we need to address based on benchmarked highly successful companies.   

Our expansive network of Venture and Private capital sources and Public fund access and through our iVEST partners and affiliates makes for a fast time to money, market, and growth of your businesses.

The following represents our services that we apply to bring you this accelerated time line:

• Due diligence
• Pre-Money Valuation
• Commercialization Assessments
• Business & Strategic Planning, Plans/Summaries
• Business & Revenue Model Refinement
• Capital Structure Needs
• Cost Control/ Cash-flow Management
• Market Development and Expansion
• Investor Readiness, Document Preparation
• Investor Referrals and Fund Raising
• Alliances and Partnering Creation
• Deal Negotiation
• Exit Strategy and M&A Planning/ Support