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Portola Valley

Partners

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BUILD

Our foundational phase, it all starts here. It's what matters most - it's what everything else stands on and influences how companies scale, get funded and exit. The primordial soup from which great companies are born.

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Product Mangement

  • Strategy & Planning

  • Voice of Customer

  • Establish PMF

  • Well-defined MVP

  • Defensible Roadmap

  • Voice of Customer

  • Launch Plans

  • Lifecycle Managment

GTM Planning

  • Marketing Plan

  • Product Marketing

  • Sales Strategies

  • IP Protection

  • Seed for Revenue

  • Seed for Awareness

  • Forecasting

  • Demand/Lead Gen

Finance | Operations

  • Early HR Considerations

  • Selecting IT Tools

  • Cultural Awareness

  • D&I Planning

  • IP Protection

  • Legal Considerations

  • Financial Structure

  • Cap Table Modeling

GROW

This is the convergence of strategy, tactics, people, plans, process, and focused GTM execution. Progress must be made here to obtain funding.

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Sales Execution​

  • Direct/Indirect Sales

  • Channel Development

  • OEM Options

  • Bus-Dev Tune

  • Alliances

Marketing​

  • Social, PR Campaigns

  • Seed for Funding

  • Seed for Liquidity

  • Legal Planning

  • HR Development

Operations

  • IT Scaling

  • Legal Planning

  • HR Development

  • Tracking Metrics

  • Reporting

FUND

Most companies need funding, but statistically most don't get it. This is typically because the BUILD and GROW phases were shortcut or not executed properly.

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Fundraising Prep

  • Hollywood-grade Pitch Decks

  • Professionally Scripted Narratives

  • Comprehensive Financial modeling

  • Investor Introductions

  • Intros to Potential Investors

  • Investor Comms

  • Term Sheet Evaluation

  • Use of Proceeds Statements

Funding Sources

  • Venture Capital

  • Seed Funding

  • Angel Investors

  • Traditional Financing

  • Family Offices

  • High Net Worth Individuals

  • Alternative Financing

  • Venture Debt Instruments

EXIT

Nearly all companies want to entertain a strong exit offer. With the right steps taken in BUILD and GROW and the proper FUNDing secured and exit can be fast and strong, with right steps taken in EXIT preparedness.

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  • Exit Preparedness

  • Exit Planning

  • Integration Readiness

  • Maximizing an Offer

  • M&A Strategies

  • Founder Planning

  • Employee Transitions

  • Shareholder Considerations 

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