Venture Development and Seed Investment in Financial Services Company

Venture Development and Seed Investment in Financial Services Company

Description:

Acted as venture development consultant and advisor to private investors making investment in a financial services company during initial startup phase. Company provided accounts payable auditing and recovery services to Fortune 1000 companies especially in mining, manufacturing, logistics and entertainment.

  • Provided consulting in valuation, corporate structure and investment strategy.
  • Delivered extensive technical consulting around development of proprietary business process management systems.
  • Development and execution of marketing plan and sales management plan.
  • Served as┬áContract Chief Information Officer.
  • Provided management consulting on specific high-value client engagements beyond the scope of the company’s typical services and expertise.

Services:

  • Venture Development
  • Executive Management
  • Strategic Planning
  • Sales and Marketing
  • Strategic IT
  • Project Management
  • Joint Venture

Outcome:

  • Company secured more than $2MM in private investment
  • Company created nationwide practice in accounts payable auditing and related consulting services, securing major clients in manufacturing, logistics, oil and gas exploration and production, mining and entertainment.
  • Development and deployment of industry-leading audit automation information technology including data collection, entry and analysis tools for front-line auditors.
Skills

Posted on

August 6, 2014