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visionary-icon-chainHealthCare IT

Client in the HealthCare IT space engaged with us for investment lead generation. As the result of meetings and Board Room presentations we facilitated they were able to secure one investment to date along with a referral that has lead to strong traction on a second investment.

visionary-icon-chainHealthcare IT

Startup Client in the Healthcare IT space engaged us for lead introductions and event access. They attended an event where we made a targeted lead introduction allowing them to secure one of the limited presentation spots at a leading Technology Capital Forum.

visionary-icon-chainBioTech start-up

BioTech start-up client connected with a lead introduction we made who they then hired as their CFO.

visionary-icon-chainFull-service accounting

Strategic partner who is a full-service accounting, tax, and consulting firm was able to secure a significant client engagement as the result of our strategic partnership and lead introductions.

visionary-icon-chainHealthcare IT

Client in the HealthCare IT space engaged with us for investment lead generation. They were able to secure one investment to date along with a referral that has lead to strong traction on a second investment as the result of meetings and Board Room presentations we facilitated

visionary-icon-calendarElite athletes

Client, who is a powerful community of elite athletes coming together to nurture personal success, was able to secure an investment and the hiring of a new chairman though their engagement with us.

visionary-icon-calendarFood Tech space

Startup Client in the Food Tech space attended an event where they were introduced to a match who will become their CEO once funding is secured. We also arranged a small boardroom of investors for the client to make their first formal pitch to with the goal being unbiased pitch feedback. The exercise was a success and provided the feedback the client needed to revise their pitch deck and to refocus their capital raising activities.

visionary-icon-calendarEnergy Investment Platform

Client who provides an Energy Investment Platform, hired a significant Solar Industry Expert as a partial result of our Lead Introductions.

visionary-icon-calendarNon-profit client

Non-profit client whose mission is to bring mindfulness to schools and organizations was able to secure multiple new donors as the result of their engagement with us.

visionary-icon-calendarEnergy Investment Platform

Client who provides an Energy Investment Platform, hired of significant Solar Industry Expert as a partial result of our Lead Introductions.