More Enterprise Tools
Met with NA Chief. A builder by nature. Using AI and asking team to build. IT couldn't make the product. Outsourced to Europe, couldn't build the product either. Knows we understand. Likes telling us the details. Close to an add-on from the existing provider, but wants to build.
Performance Risk and Behavior in Private Capital Markets
Ugly front end. Gorgeous underneath. 15 person team. Institutional investors, and a CEO who can make it happen. Business and target markets are clearly understood. Smells like victory.
Process Improvement
New product and service. Assumptions are logical. Doesn't mean there's a market. CEO is serious, architecture is solid. Meeting scheduled.
Very serious CEO. Specialized product, with infinite global use cases. Diverse founder with IP. Wow. Strategy proposal under review — 2.17.26
An AI-Native OS for Wealth Advisory
Semi-technical Founder, detailed ICP and strategic vision. Building GTM confidence. Fundraising and developing commercial partners.
Founder is great, but has a lot to prove technically. Front end is basic, back end is limited. We're communicating honestly. We understand what his business needs, and the right partner can be found. Because we are working transparently we have the best opportunity to make commercial progress. Strategy proposal under review — 2.17.26
Risk and Governance Innovation
Working with the CEO to refine business plan and investor presentations. Arranged three scalable buyers. After planning, CEO built credibility with C-level champion. Next meeting scheduled with North American risk broker. Planning with a statewide utilities provider.
Taking longer than anticipated. Founder is being purposely patient. Not seeing a need for this, but appreciate founder with a plan.
Banking & Legal
Deep dive with NYSE-traded US financial institution and global law firm. Reviewed go-to-market motion and innovation strategies with West Coast technology leaders. Considering next steps and recommendations.
This market is consistently asking for a product that doesn't exist. This is what we're building.
Energy & Data
Awaiting details on commercial testing. Arranged meeting with data center builder for Google and Meta. Feedback expected soon. North American commercial team buildout projected for Q2.
Reached inflection point. Without continued presence, transparency and willingness to change, we cannot work together. Still like the tech, problem, IP, and CEO. We'd like this to continue. CEO decided we do too much diligence. Mutually agreed to end our engagement. We take pride in doing deep diligence.
Go To Market Transformer
Negotiating 20% equity stake to partner with CEO on strategy, institutional fundraise, and North American commercialization.
Didn't reach an agreement. Think the business and the founder are A+. This is a company we believe can grow. This one stings.
Improved Human Health and Experience
Founder paused to focus on product development, branding, and marketing tests. Expect this team will reach the finish line without our support.
The Future of Work
Paused. Post hackathon, founder decided product wasn't ready for commercial testing. Commercial partners are lined up and ready. Uncertain if this will return, but significant potential exists with this experienced and funded team.
Some founders pressure test marketability before committing. When strategy, finance, and commercialization are already dialed in, recognize it quickly, give honest feedback, and step into the right role.
Enterprise Grade Quality & Assurance
Advised founder to pivot after investor dialogue.
Founder ended the engagement, wanting to explore different thinking but chose not to do so with us. Right move for them.
More Healthcare
After meeting with investors and commercial partners, CEO chose a different growth partner—an industry advisor with experience and ties to CPG. Feels like the right fit. Wishing them well.
They keep coming back. They don't get better. They add more pretty faces to the deck, but the presentation gets worse. We're transparent. Hire us or use your team. Engage with us. Learn from us. Or move on.