• Advisory Services

What we do

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.Most of our advisory work is focused on:

  • Corporate strategy
  • Market segmentation, competitive benchmarking, and GTM strategy
  • Strategic partnerships and business development
  • Early-stage product development and proving out product/market fit
  • Fundraising and pitch work

Who we work with

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We enjoy working with entrepreneurs committed to solving difficult problems and creating positive societal impacts.  Most of our Advisory Services work is focused on startups innovating in two broad themes:  An Aging Population; and Access to Capital and Investments.

Theme:  An Aging Population

  • Financial security:  Insurance and financial products and applications to help pre-retirees and retirees mitigate the risk of outliving their assets.
  • Aging in place:  Technology and support services/products to help improve the aging in place experience for older adults and their families.
  • Remote care:  Technology and services that enable the delivery of healthcare for chronic and acute conditions to the home.
  • Care financing:  Innovative approaches to finding liquidity to pay for home care and facilitating payment services for providers.

Theme:  Access to Capital and Investments

  • Alt access:  Platforms that enable RIAs to offer venture capital, PE, and other alts to investors who have traditionally lacked access to these asset classes.
  • WealthTech:  New approaches to delivering advisory services and advisor tools that improve de-accumulation strategies.

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