Let Our Network
And Experience
Become YOUR
Strategic Advantage

Let Our Network
And Experience
Become YOUR 
Strategic Advantage

We are actively seeking
DISRUPTIVE INNOVATORS
in these sectors

We are actively seeking
DISRUPTIVE INNOVATORS
in these sectors

  • Aerospace and Defense

  • Airlines and General Aviation

  • Technology (SaaS, Com, SW, HW)

  • Banking and Finance

  • Professional Services

  • Manufacturing

  • GreenTech

  • Retail

Our Global Financial Network Relationships Range From Seed Through Late Stage

  • Boston, MA

  • Dallas, TX

  • Dublin, IRL

  • Krakow, PL

  • London, UK

  • Los Angeles, CA

  • Montreal, CAN

  • New York, NY

  • Palo Alto, CA

  • San Diego, CA

  • San Fransisco, CA

  • Seattle, WA

  • Stockholm, SE

  • Tampa, FL

  • Vienna, AU

  • Washington, DC

Our Global Financial Network Relationships Range From Seed Through Late Stage

  • Boston, MA

  • Dallas, TX

  • Dublin, IRL

  • Krakow, PL

  • London, UK

  • Los Angeles, CA

  • Montreal, CAN

  • New York, NY

  • Palo Alto, CA

  • San Diego, CA

  • San Fransisco, CA

  • Seattle, WA

  • Stockholm, SE

  • Tampa, FL

  • Vienna, AU

  • Washington, DC

Coastal Investor
SERVICES

Coastal Investor
SERVICES

Our Investor Services Offerings Leverage a Broad, Diverse, and Global Network of Talented Experts

 

  • Proven Entrepreneurs
  • Globally Sourced Subject Matter Experts
  • NACD Certified Board Members
  • Former C Suite Leaders
  • Former Special Operations Military Leaders
Advisory

Our Professional services range from short duration assessment and recommendation tasks, to on-the-ground guidance and transformational leadership.

Some of our most frequently requested roles have included:

  • Identification, assessment and risk analysis of disruptive innovations
  • Competitive analysis and pricing strategy
  • Product strategy and feature road-mapping
  • Project execution excellence
  • IP strategy development, patent/trademark development
  • High performance team development, alignment  and measurement
  • Strategic partnering and sourcing
  • Engineering IT application(s) evaluation, strategy and migration
Board
We understand that many Boards contain deep Industry, Financial, Operational, Legal and Marketing depth…but frequently lack similar depth in R&D, Program Management and Business Transformation.
Let us bring the expertise in translating disruptive innovation and engineering opportunities into board level understanding and action.
  • Formal Independent and Committee Roles
  • Advisory Board Roles
  • Specialized Board Services
Our leaders are National Association of Corporate Directors (NACD) certified.

Valuation

Our practical, hands-on operational experience combined with a deep understanding of product development economics has enabled us to develop better economic tools. Traditional 10K reporting and physical asset valuation oriented techniques often fall short when dealing with disruptive innovations.

We have developed specialized tools and methods to determine what the “real” numbers are:

  • Various IP forms across their lifecycles
  • Non-recurring process and project performance
  • Reported program and project completion to actual
  • Capital leverage
  • Talent accounting
  • Multiple forms of risk hedging
  • Non-financial levers (social media, crowd, reputational)

Lets Talk!

We look forward to hearing from you!

Contact Us:

+1-214-930-9914

PO Box 539
Boca Grande
Florida, USA 33921