Going Beyond Capital
Partnering with Founders, Operators, and Investors
Who Are We?
Mindset: I am an operator at heart who also happens to be an investor. I look for partnerships with management for efficient capital deployment and to identify tactical operational ideas.
Philosophy: True investing requires genuine, consistent, and thoughtful investment both in the business AND its people who are the biggest assets in a business.
Passion: I love working companies, founders, and operators who not only have distinctive offerings for their target markets but also sincerely care for their people and their customers.
Who We Partner With?
Founders & Operators
- If you are looking for an independent board member/advisor
- If you are going for capital raise and need help with positioning and preparation
Investors
- Private Equity - looking for an operational coach (independent operating partner) for your portfolio companies
- Venture capital/Angel Investor - looking for additional capital and are open to a syndicate
- Search Funders - looking for capital as well as operational coach/mentor
Board Members
- Looking for someone to join your board who has investing and operating experience.
- Need an operational mentor for the CEO and their executive team
What do we look for?
We invest in and partner with companies with following characteristics
Great People
Founders and Operators with high integrity who genuinely care about their people, customers, and product/service
Distinctive
Product and/or Service
Company offers a distinctive product and/or service which has significant positive impact on its customers
Early or Growth Stage Companies
For early-stage we invest in companies that are post-revenue but pre-profit.
For growth-stage we partner with companies with at least 10 FTEs and over $1m in EBITDA
How Do We Engage And Help?
Capital
Whether you are a CEO/Founder looking for capital or an investment fund looking to fill an growth investment round, we can work with you to leverage our network of investors to raise syndicate capital on a deal-by-deal basis
Operations
On as needed basis, we love to engage with our portfolio companies to help them solve tactical operational and strategic challenges. These include
- Growth strategy - 12 and 36 month plans
- People topics - operational coaching and mentorship, org design, acquisition and retention
- Profit improvement initiatives - revenue growth and retention, cost management, business scaling
Network
We strongly believe in leveraging our collective networks to help companies learn from others. Hence, we are always excited to connect founders, CEO, and others to our network of investors, operators, functional leaders, and creative thinkers.
Investments and Engagements
Company: KinderFarms is disrupting the $200 Billion+ OTC Drug aisle with real medicine + clean ingredients at prices that are accessible to as many families as possible.
Product focus: Since their inception in 2018, they are on a mission to make values-based alternatives available to as many families as possible so every family has the opportunity to choose clean medicine and health products that fit with their values. As parents, the founders work with doctors, scientists, top academics and dieticians to formulate their products and only sell products that they feel great about giving their own kids.
Founders: Jessica Biel and Jeremy Adams.
Company: Created in 2018, a California based women owned certified B-Corp producing sparkling tea from leaf-to-bottle.
Product focus: Their organic cold brew wellness teas were masterfully crafted by a caring community of James Beard chefs. Dedicated to the chefs, farmers, advocates, and wellness lovers who practice mindful nutrition, sustainability, and equity in our food systems.
Founders: Brad Pitt and FactoryMade Ventures.
Company: Mayweather Boxing + Fitness is the fastest-growing studio fitness franchise in history.
Product focus: Gyms that offer an inclusive, high-intensive fitness experience developed by the undefeated champion himself. Formulated with the perfect combination of boxing, strength and cardio condition intervals designed to make you look good, feel good, and leave with more than just a great sweat.
Founders: Floyd Mayweather Jr. and James Williams.
Company: A California based biopharma with groundbreaking DMAX transdermal platform that delivers pH-modulating agents and other molecules unsuitable for oral or injectable delivery and unable to cross epithelial barriers.
Product focus: On targeting acidic microenvironments to treat immunologic and oncologic diseases. Their lead products DYV800 targets solid tumors and DYV700 target acute gout.
Founders: Ryan Beal and Rajit Malhotra.