i–calQ, LLC
i-calQ, LLC invented and patented a cellphone based remote point-of-care technology that provides quantitative lab tests for HIV, Syphilis, glucose, blood pressure, and various other hemoglobin measurements.
Challenge:
Already fully funded with seed capital, i-calQ is seeking its first round of equity capital to rapidly grow the business. We need to illustrate the future of i-calQ and then work to fine tune the agreements.”
Sage Publications, Inc
Sage is a large international academic publisher (print and internet) of books, journals, and library resources growing rapidly with a range of technology products supporting discovery, access, and academic engagement.
Challenge:
Design a cash projections system and reorganize and train the financial department to effectively support operating management
Nerok Lifts LLC
Nerok Lifts LLC invented an automated spa cover lift which automatically lifts with the turn of a switch the spa cover, allowing one to have a reliable comfortable spa with no effort no matter their age or physical strength.
Challenge:
With seed money in place, the lift is completely designed and in production in China Long, a financial strategic plan and capital presentation is needed to raise the first round of equity capital..
Cerebelly Inc
Cerebelly is a five-year-old manufacturer, wholesaler, and internet retailer of organic baby food designed to support early brain development. Designed by a brain surgeon and mother of 3 children.
Challenge:
Select and finalizing planning to replace old accounting system with new ERP system and create a usable 5-year projection for raising capital
ATPeak Brands, LLC
ATPeaks Brands is an early-stage startup with a patented product that addresses the complex physical reaction many people have to altitude by providing a treatment to address problems of high-altitude illnesses. The branded product “MTN Ready” has been successfully tested as a cure for altitude sickness and is in market and sold on-line.
Challenge:
Validate the Strategic Plan using the Consumer Research to Create a 5 Year Financial Model followed by Creating a Capital Raise Presentation to attract new investors
Atoms Inc
Atoms is a five-year-old manufacturer and retailer of specialty shoes. Headquartered in Brooklyn, New York, manufactured in Korea, sold worldwide through the internet.
Challenge:
Repair and upgrade communications/language barrier between the President and the Accounting Department
L. A. Guitar Repair Inc
LA Guitar Repair is a ten-year-old high-end musical instrument repair service moving to a larger facility. They specialize in a range of repair and restoration services aimed at enhancing and preserving the functionality, playability, and aesthetics of the client’s instruments.
Challenge:
Analysis of Pricing Tactics to Increase Margins and the Development of a financial planning model to attain desired growth
Environmental Quality Intellidence Limited
ENVIRONMENTAL QUALITY INTELLIGENCE LIMITED, EQi created a new business measurement process to understand the environmental performance through the detailed measurement and management of resource use and its impact on financial performance.
Challenge:
Long established as a European SAAS service, we are now ready to expand into the United States. We need to establish a US operation, create a strategic plan, and a 5-year financial plan and then raise the capital for expansion.”.
