Investor Services

  • Due Diligence (Retained by IB's, PE, VC's & Angels for deal evaluation)
  • Management Team Assessment
  • Company Efficiency Assessment & Assistance (Sit-in on meetings and evaluate team dynamic, feedback and possible enhancements)


For more information: 203.770.6037 or [email protected]


Investor Due Diligence

MENLO VENTURES

Menlo Ventures invests in entrepreneurs that Think Big. They seek passionate teams with big ideas that can disrupt existing industries or create entirely new markets. Menlo Ventures’ track record over the past 32 years of helping companies achieve market leadership through great strategy and great execution speaks for itself: over 300 companies, creating tens of billions of dollars in market value and hundreds of thousands of jobs.

http://www.menloventures.com


MORGAN STANLEY INVESTMENT MANAGEMENT

Morgan Stanley Investment Management strives to provide outstanding long-term investment performance and best-in-class service to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Investment Management’s global ‘community of boutiques’ structure leverages the breadth, depth and access of the Morgan Stanley franchise to provide their clients a comprehensive suite of investment management solutions.

http://www.morganstanley.com


REDSHIFT VENTURES

RedShift Ventures is an early stage venture capital firm focused on tech transfer and spinouts from universities, research centers and corporations. With more than $220 million in assets, RedShift Ventures is invested in the Communications, Microelectronics and Information Technology sectors.

http://www.redshiftventures.com


ADAMS CAPITAL MANAGEMENT, INC.

Adams Capital Management, Inc. (ACM) is a national venture capital firm specializing in early-stage applied technology investments. Established in 1994, ACM is a lead Series A investor and currently manages $815 million. Their general partners have extensive domain and operations expertise in Information Technology, Networking Infrastructure and Semiconductor

http://www.acm.com


KEIRETSU

Keiretsu Forum’s angel investing members benefit from collaborative relationships with industry experts who participate via sponsorship or partnership. These organizations include professional services firms, colleges and universities, incubators, commercial real estate firms, investment banking institutions and other private investors in angel investment groups, venture capital firms and private equity funds. These relationships facilitate quality deal flow -- providing the capital, talent, technology, expert guidance and resources needed to access promising angel investment opportunities and build prosperous ventures. However, it is not sufficient to merely provide the resources, expertise and exciting new investment opportunities. Keiretsu Forum is dedicated to mitigating the risk of investments as much as possible -- from pre-screening and deal screening entrepreneurs before they are invited to present at a Forum meeting, to the extensive due diligence phase.

http://www.keiretsuforum-midatlantic.com