Historically, only large institutional investors have been able to benefit from the returns of private equity investing. Now, we are dedicated to helping individuals to participate in the growth and profitability opportunities of the private equity investment world.

Private equity and venture capital investing should represent the long-term portion of an investment portfolio. It is non-liquid and by nature long-term. The return of principal is dependent on the company's success, and the availability of an exit via an IPO or a sale of the company.

Private equity and venture capital investing provides investment diversification, so that while the risk and return ratio of venture investing is high, when combined with a portfolio of publicly traded bonds and stocks the result may be to reduce the total portfolio risk, while increasing the total return of the portfolio. Initial venture capital investments are not generally publicly traded and are not subject to stock market corrections. Real value is created in the venture capital investment process and can produce significant returns.

The current venture capital environment encourages a new approach to venture capital investing. A major investing opportunity is available due to large venture capital funds having abandoned the traditional venture capital approach of adding value to build businesses. Large venture capital funds are now acting more as portfolio managers and less as value-added business builders. We deal on a transaction-by-transaction basis with our investor group. This provides our investors with the ability to select the companies in which they wish to participate on a more discretionary basis. We offer our investors the range of diversification typically found in a fund, but with a greater number of opportunities than that of a fund, and over a continuing period of time. We believe that venture capital represents a discrete asset category and investment strategy, and we believe that high net worth individuals and institutions are well-served by allocating a portion of their assets to this approach on a regular basis.

We provide the traditional, extensive due diligence "up-front" before an opportunity is presented to our investors. Once the investment is made, on-going and thorough attention is given, generally as either a Director of the company, or, at times, as Chairman. We believe this adds significant value to our investor, as well as to the portfolio company. Our approach, comprehensive venture management, provides the investor with a choice of portfolio companies representing many industries, at varying stages of business development, and over an extended period of time. While an investment in a conventional venture fund is put to work in firms in which the individual investor has no input, our approach provides discretionary choice on the part of the investor. Our investors may choose to invest in some of the transactions we present based on their personal preference and may choose to pass over others.

Additionally, we have established a fee structure, which reduces the cost to the investor from venture capital industry norms, resulting in higher overall potential return to the investor on exit from the investment. Our new approach to business building and venture capital investing provides the venture investor with more discretion than that available in a blind pool approach, lower cost, enhanced liquidity, and greater value added through comprehensive venture management.

The objective of the venture capitalist is to help grow the company to the point that it can become publicly traded or sold and the investors can realize their profits and bid the stock price higher. Many times hot IPO's, Initial Public Offerings, can not be purchased by investors at the initial price and must be purchased at much higher prices on the stock exchanges. Venture investing allows investors to invest pre-IPO and profit from the stock as post IPO investors realize the growth potential and bid the stock price higher.

We believe that you should be able to observe the investment process and know how your money is being put to work. Total transparency means that investors can check how the fund's assets are being deployed. Not just its top 10 holdings, but all of them, plus the percentage of the fund held in cash.

We take our investment responsibilities very seriously, and invest as if every dollar was our own. Underlying the entire effort is a simple, unrelenting desire: to build wealth for our clients. No matter what the size of their portfolios.

Following our investment criteria, we search for companies that will benefit most from our experience and knowledge. We are typically interested in those companies whose owners wish to fully or partially liquefy their positions, but we also provide growth capital and pursue divestments of non-core subsidiaries. Also of interest are companies that will significantly benefit from strategic refocusing or operating improvements.

After thorough analysis of business potential, we develop a supportive investment structure that generates attractive returns for our investors. We are experienced at implementing complex transactions, and have the resources to close in a timely manner with minimal disruption of day-to-day operations.

Planning is key to a successful long-term investment. Our principals assist management teams in developing strategic plans necessary to achieve higher levels of success. Once a plan is developed, we provide the tools necessary for implementation. Our principals assume on-going mentoring relationships with management, providing advice and assistance throughout the duration of the investment. We also provide on-going capital for expansion, including strategic acquisitions.