Our Work and Porfolio

We work with founders with unlaunched startups to publicily traded companies

We provide our service to founders trying to launch new companies to publicly traded multi billion dollar public companies. We specialize in B2B companies with recurring revenue models. From time to time we take on equity stakes in some of the companies we assist.

Family owned/Privately held companies:

Many of our family owned or privately held clients needed direction for their digital transformation – from their branding and messaging to new, interactive apps and tools for interacting with their customers and clients.

Example Industries:

  • Cloud Computing
  • Local Government 
  • Auctions
  • Branding and Marketing 
  • Medical Devices
  • Recruitment 
  • Automotive Appraisal 

Publicly Traded Companies:

We have assisted publicly traded companies to benchmark their customer loyalty and in creating customer experience programs that improve and increase their customer engagement and retention. These companies range from Wealth Management Software to Video Conferencing.

Example Industries:

  • Oil and Gas
  • LNG
  • Wealth Management 
  • Helpdesk and Voice Apps 
  • Waste Management
  • Construction Tech


We have helped VC’s and founders launch over 20 startups ranging from high-tech companies in fields like cloud computing and the Internet of Things to consumer-facing applications for sharing video socially, gaming platforms and vehicle appraisals.

Example Industries:

  • Credentials Apps
  • Luxury Retail and Brand POS
  • Sales Leadership Training
  • Hospitality
  • Telco/Data
  • Cloud Computing and Storage
  • Digital/Social Advertising Platforms
  • Telco Infrastructure
  • Leisure Rental
  • Telemetrics
  • Auto Pricing
  • IoT
  • Satellite
  • Gaming
  • Social Media
  • Education
  • Video Conferencing
  • Car Dealer Apps
  • Travel Experiences
  • Consumer Packaged Goods
  • Streaming Video
  • Medical Devices
  • Data Analytics
  • Waste Management

We take a position in some of our client companies to provide longer-term strategic support as trusted advisors.

The positions in our current portfolio includes innovators in the healthcare, agricultural, retail and technology sectors: