Description:
Provided seed investment as lead investor in a syndication of common stock for a financial services company specializing in the hospitality industry.
- Negotiated company valuation, performed due diligence, and evaluated executive leadership.
- Performed review and reported on related research and technology trends.
- Advised in development of business model and brand creation.
- Advised company on information technology and product development issues post-investment.
- Evaluated commercialization prospects, contracts, and partnerships.
- Reviewed existing patents and new patent prospects.
- Aided in the retention of software development contractors and in management of product development.
- Provided ongoing service on the board of directors.
Services:
- Valuation
- Advisory
- Private Equity
- Due Diligence
- Joint Venture
Outcome:
Company subsequently raised more than $1M in private investment capital to finalize and launch product. Company secured multiple clients in the hospitality industry on recurring monthly contracts for a mix of online and offline services.