Master a Proven Process for Financing and Managing Startups

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I am driven to help founders and inventors with game-changing ideas overcome business, legal, and financial obstacles toward achieving a widespread market adoption. Although addressing different problems, all of the companies that I founded or worked with have one thing in common – people behind them that strive toward pushing the boundaries of what is known. Pioneers in their own rights, their discoveries have raised the bar for the industry as a whole, in addition to bringing profit to their investors. I was fortunate enough to recognize the disruptive potential in the early stages of all those businesses or even concepts, and ensure they will develop, iterate, and pivot properly to see the light of the day.

Are you frustrated navigating the next steps to grow your business? Do you need someone to help provide clear checklists, guidance and support to take your business from where it is to where you visualize it?

I write a weekly newsletter and make free resources that talks about managing or financing your company, how to deploy a management system called Traction/EOS within an emerging technology development, develop and execute on a strategic plan and help set a capital strategy to raise the funds you need to scale or deploy your existing capital. We talk about how to run your finance, legal, accounting and HR function in a way that will dramatically improve the operations and lower the cost. I can help align your operations to inflection points and plan the Sources and Uses to ensure investors will align with the plan. This will enable your venture to get funded with debt (SBA expert), non-dilutive financing, angel or venture capital financing. I hope you can learn how to optimize your company formation, early stage management gaps, executive/founder compensation issues, pricing models, corporate securities and capital strategy, including fundraising for emerging technology companies. I have exited 4 companies, done 7 acquisitions and raised $80M in venture and non-dilutive capital.

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Cytoimmune Therapeutics

CytoImmune’s CoalesceNT™ platform creates a dynamic immune response by equipping innate natural killer (NK) cells and adaptive T cells with CARs and bispecific antibodies (biAbs). CARs and biAbs use different methods to improve the ability of immune cells to specifically target diseased cells.

Perimeter Medical Imaging

Perimeter Medical develops, patents, and commercializes advanced in-procedural medical imaging tools.
The OTIS™ platform provides clinicians with real-time, ultra-high resolution, sub-surface image volumes of the margin (1-2 mm below the surface) of an excised tissue specimen.

Nexeon Medsystems

A global medical device company focused on providing innovative neurostimulation products

Nexeon improves the quality of life of patients suffering from debilitating neurological disease.

MicroTransponder

MicroTransponder Inc. (MTI) has developed the Paired Vagus Nerve Stimulation System (Paired VNS™ System) based on decades of neuroscience research. The Paired VNS™ System has been developed to treat two separate neurological conditions. The first is the Serenity® System for the treatment of chronic tinnitus. The second is the Vivistim® System for treatment of post-stroke upper limb mobility issues.

Startup Resources

Securities Laws that Impact Startups

Learn about important laws and regulations that could directly impact your capital raise Learn more

How to Choose the Right PPM Template

Learn everything you know about Regulation D: Rules and how to choose the right PPM template

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Templates

Shop for templates used by technology startups raising venture capital – PPMs and more!

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Blog

Capital Raising Tips for Tech Entrepreneurs

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External Resources

Valuation Calculators

Startup valuation is intrinsically different from valuing established companies, so these calculators help make sense of the way investors operate.

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