We help family offices, private funds, tech founders
invest, fundraise, make strategic decisions
effectively, elegantly, enjoyably.
Our Services
Situational Advisory
We help you assess, navigate, and move forward through the most complex situations, most important decisions, and most challenging transactions. We thrive where the stakes and complexity are at their highest for you.
-
How do we design a new investment arm, make it effective, make it aligned with our values, and do it quickly?
How do we quickly re-structure and succeed with a transaction or business in distress?
How do we gracefully and successfully handle an unexpected or accelerated leadership transition?
-
How do we reach high confidence and consensus on an important investment decision?
How do we put ourselves in best position to succeed in an important investor meeting happening in 72 hours?
How do we quickly re-structure and succeed with a transaction or business in distress?
-
How do we research, financially model, and plan out a new market entry or expansion?
How do we put ourselves in best position to succeed in an important investor meeting happening in 72 hours?
How do we quickly re-structure and succeed with a transaction or business in distress?
Systems Architecture
We design, diagnose, and deploy internal processes for your investing and fundraising. We built internal systems and processes powering top financial institutions globally and in Silicon Valley. We can do it for you, with you.
-
How do we create our new investment opportunity evaluation and decision-making process?
How do we know how aligned our investing is with our personal values, performance targets, and strategic objectives?
How effective, efficient, and easy-to-use are our portfolio monitoring, reporting, and governing systems?
-
How do we create differentiated investment evaluation and decision-making processes that are effective for us and exciting for our investors?
How do we create successful and sustainable fundraising and investor relations systems?
How effective, efficient, and easy-to-use are our portfolio monitoring, reporting, and governing systems?
-
How do we make the best strategic decisions, document them, and improve with each decision we make?
How do we create successful and sustainable fundraising and investor relations systems?
How effective, efficient, and easy-to-use are our business monitoring, reporting, and governing systems?
Steward Development
We support, educate, and augment decision-makers in unleashing their highest potential with personalized research, education, and leadership development. Whatever heights you wish to reach, we can help you.
-
How do we prepare the next generation for successful, confident, lifelong learning and leadership?
I am now in charge. What do I do?
How do we learn about the latest science, industry best practice, and technology relevant to what we do, and apply it all?
-
How do we ensure our people are strategically and tangibly improving over the lifetime of the fund?
I am now in charge. What do I do?
How do we learn about the latest science, industry best practice, and technology relevant to what we do, and apply it all?
-
How do we ensure our people are strategically and tangibly improving for the next few years?
I am now in charge. What do I do?
How do we learn about the latest science, industry best practice, and technology relevant to what we do, and apply it all?
Our Expertise
We leverage our unique blend of scientific, financial, technological, and psychological expertise to create sophisticated solutions that empower you and your prosperity.
Impactful
Science
Are you using the latest science for investing, fundraising, venture-building, strategic decision-making?
Personalized
Psychology
Are you using the most powerful and personalized psychology for unleashing your leadership’s potential?
Industry
Practice
Are you using the best industry practices for investing, fundraising, venture-building, strategic decision-making?
Innovative
Technology
Are you using the most effective and efficient innovations for expanding your organization’s potential?
