We provide capital through a spectrum of equity investments and credit transactions, supporting businesses through turnarounds, succession transitions, and scaling. We actively engage with our partner companies to drive sustainable growth and profitability, leaning on our network of successful business owners and serial entrepreneurs.With the benefit of patient family assets, we invest capital & attention on businesses that want to do more and be better.

As part of a due diligence team, lead financial due diligence for startups selected to participate in the events.

Supporting growing organizations tame the technology sprawl and cut a path through the noise towards confident decisions. We work with a wide variety of companies generally with more than $5MM or more of annual revenue.

InkLabs is a US based developer and curator of educational technology for the K-12 and Higher Ed market. Our solutions include instructional technology, such as interactive flat panels, Sidekick slates, and collaborative media systems, as well as non-instructional solutions such as cybersecurity and IT management solutions. Our technology is "for educators by educators" and we're singularly focused on making sure technology enhances the teaching and learning experience, not run it or distract from it. As a "Labs" company we're constantly researching the best application of technology, always in close contact with educators.

- Brought on to formalize accounting function & build FP&A capabilities- Led new GL and revenue ops software implementations- Establish revenue and sales metrics and reporting- Leading and supporting FP&A effort through Series A-C raises

Drove due diligence of prospect targets; developed and implemented diligence memoranda for investment committee review; led post-acquisition integration and playbook implementation.

Strategic role included developing and executing on company-wide initiatives with leadership team; aligning goals, objectives, tasks with company core values, mission and vision; building strategic partnerships for growth; leading M&A strategy & execution. Successfully acquired & integrated 3 companies in 4 years.Financial role includes all aspects of financial management including oversight of accounting function, developing financial reports, establishing financial P&P's and controls, hiring, training, and overseeing finance function. Using financial and non-financial data to assist in strategy development and implementation. De-facto data integrity officer.Key accomplishments: - helped grow revenues by 370% - led vendor relations to drive GM growth by 40% - instituted and led ZBB effort resulting in NP margin growth by 60% - identified, acquired, and integrated 3 acquisitions - led the launch and delivery of new service line which became approx. 35% of revenues in 3 years.

PollQ: the easiest polling chat app on Messenger. For businesses, classrooms, seminars, and more.

Review of financials; strategic and operational planning in conjunction with manager and board members; volunteering hours at store and the Annual Fair Trade Rug Event

We provide business process consulting and software solutions within the healthcare, manufacturing, and education industries. As a consulting firm, we manage all aspects of your project from discovery to delivery of a solution, whether in software form or as a recommendation.

In charge of leading financial audits and other procedures of credit unions, non-profit organizations, SMB's, and employee benefit plans.

Audit financials primarily of public telecommunications companies. Covered majority of Balance Sheet accounts as well as specific P&L accounts; performed S-1 and S-4 work for IPO and merger of two significant telecommunications companies in the northeast.