Testimonials

Registered Investors

United States > California

This group comprises operationally experienced investors with diverse backgrounds ranging from software development (multi-exit entrepreneur) management consulting, private equity and the U.S. Marine Corps. We are a private equity group targeting profitable small businesses where we can partner with existing management to execute transactions including partial/full equity recapitalization, management buyouts, and in select cases growth equity investments. We seek to serve in an advisory role and provide strategic guidance and financial resources to small businesses that have the potential to grow.

$20,000 to $3,000,000

United States > California

Former CFO of NASDAQ IPO'd company. Private Equity and Opportunity Zones.

$50,000 to $1,000,000

United States > California

HR executive working and living currently in Mexico City, doing business in San Diego, CA. Planning to relocate permanently to San Diego, CA and investing there as active or silent partner. Private investor, entrepreneur, currently investing in different areas such as Internet, TV production, Imports, Packaging, etc. in Mexico, Germany and Spain.

$1,000 to $50,000

United States > California

Private investor, background in media, communication and entertainment. Finance, investments, M&A, strategy.

$10,000 to $25,000

United States > California

No investment history, 15+ years in the software industry - network security, Masters in engineering with concentration in Mechanical engineering design

$50,000 to $150,000

United States > California

Private investor with 5 years commercial real estate investment experience purchasing parking lots, garages, self storage, & industrial outdoor storage. Received recognition for parking lot investments and programs. Member of the Commercial Real Estate investment group. Access to over $150 million in capital from three sources.

$1 to $500,000

United States > California

Have previously invested in Furniture, Consumer Goods, Lifestyle Products, Busniess Services and Printing. Seeking to diversify by taking smaller roles in multipe startups. 20+ years business management. Entreprenuerial and creative. Enjoy helping others create solutions. Experience negotiaing with CxO level people at Fortune 500 companies. Private investor.

$1,000 to $100,000

United States > North Carolina

Career spans over thirty years as a business owner, corporate executive, consultant, and scholar. Spent the first sixteen years of my career as an entrepreneur, creating, building, and managing several successful companies, including a commercial banking firm that catered to vendors and manufacturers using equipment financing as a catalyst for driving incremental sales. This business was acquired in 1996 and went through multiple mergers and acquisitions that ultimately led me to joining Citigroup’s CitiCapital division as Vice President. For the next seven years I managed the business technology sector responsible for Cisco Systems, Oracle, and other major companies, building this group’s sales to over $200 million. As a consultant, coach, and Chairman of Funding, my clients have included well known companies such as Ericsson, Lucent, Corning Optics, Herman Miller, Haworth, Steelcase, as well as many small and midsize businesses.

$250,000 to $4,000,000