Advisory Services

I offer individuals, investors, financial institutions, and donor advised funds with a deal flow channel, trends analysis and information of early-stage companies and SMBs with a likelihood of earning returns and doing social good at the same time. My services assists clients in:
  • Staying abreast of company trends that align social mission and generate earned-income,
  • Understanding the types of investments and lending opportunities that align with specific social issues,
  • Encouraging the flow of the appropriate type of capital,
  • Identifying unique investment and lending opportunities, and
  • Analyzing and evaluating the potential risk and rewards for various investments and lending opportunities.
My work is concentrated mainly upon consumer-facing companies that have ideas, which are commercially interesting and tackling the root cause of societal problems. These companies range from an environmentally and socially responsible food product businesses to a start-up offering a safe borrowing alternative to consumers that banks and credit unions decline - from a marketplace for affordable, offline classes and workshops led by community experts – to technology that encourages consumers to manage their diseases appropriately and to take preventative actions so they can stay healthy.

About Me

_DSC4506 I provide investors and financial institutions with information about the signals, which drives businesses that are both financially successful and socially impactful in order to encourage the flow of the appropriate type of capital to startups, small and medium sized endeavors. I also write about topics that startups, and small and medium sized businesses can use to become better informed about generating revenues and attaining profitability, which aligns with doing the right thing for people, our planet and our communities.   My background and experience includes providing financial services and company referrals to venture capital funds; and analyzing the best practices and promising practices of thousands of companies for insights into business models, revenue generation, raising capital, market opportunities, and social impact. I am intimately familiar with the expectations that limited partners have in the funds in which they invest. I’ve also spent time in the trenches helping the entrepreneurs of startups and early-stage companies create financial projections, define markets, examine various revenue models, determine potential capital sources and cope with a variety of business issues that entrepreneurs face on a day-to-day basis.   For more about me see my Linkedin profile.  

  • "A business that makes nothing but money is a poor business."- Henry Ford
  • “Life doesn’t get better by chance, it gets better by change.” - Jim Rohn
  • "The greatest danger in times of turbulence is not the turbulence - It is to act with yesterday’s logic.” - Peter Drucker
  • “To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.” - Ralph Waldo Emerson