Our Services

Venture Finance Solutions

As a Trusted Ally and Deep Advisory Resource, JCF Exceeds Client Expectations

Recognizing that every company is unique and different, JCF is dedicated to earning a client's trust each and every day. We believe in thoughtful and continuous attention to detail because achieving great outcomes and results requires consistent effort.  We want each client to see us as a deep resource of knowledge and expertise that can help meet the challenges of business growth and transition-whether as a startup in the formative stage of development, a business evolving into a new model, or a fast-paced success story dynamically expanding.

Our services focus on startups and emerging companies and offer a variety of advisory and consulting services geared to meet the needs of those businesses. A fundamental belief at JCF is that in business there is a vast difference between a good idea and a viable one. Sustainable businesses are based on identifiable demand, competitive differentiation, strategy, and those unique attributes about an organization that create enabling momentum and long-term growth.

Our services include:

Capital Advisory Services

Our capital advisory services span the spectrum of finance including startup and early stage ventures looking for seed capital to emerging and later-stage companies seeking out institutional, venture capital, or private equity rounds of financing.  Our network of investors can fund a variety of projects trusting in our ability to structure and present offerings that are tailored to meet their investment objectives as well those in line with the interests of entrepreneurs.

A typical engagement includes JCF as Interim CFO or CFO Advisor to the venture raising capital including the development of a targeted capital raise campaign:

  1. JCF Review or Refinement of Financing Proposal: JCF reviews or refines existing executive summary, presentation, business plan, private placement, and operating agreement or articles of incorporation diligence documents to determine the feasibility of funding based on materials as presented.
  2. Investor Network Identification: If existing documentation does not require material modifications or improvements, JCF researches and identifies the most appropriate angel investors, venture capital, and private equity firms and other sources within our database whose investment criteria aligns with the business model presented and capital requested. JCF will then indicate how many investors, firms, and other capital source contacts we have identified. JCF then ranks and prioritizes this target list of contacts to source and present the investment package and financing request. After JCF has identified and prioritized the number of capital sources within our network that will accept and review submission of the investment package and financing proposal, engagements are flexible to elect how many sources to market and support.  Our pricing is adjusted and scalable based on the number of sources selected.
  3. Investor Network Submission: Once engaged, JCF will provide a comprehensive list of every investor, angel group, venture firm, and other capital source JCF has submitted the investment package and financing request to. Our targeting campaign includes email, fax, regular mail, and phone contact.
  4. Investor Network Follow-up: After JCF has submitted the investment package and financing request to these investment sources, an associate will follow-up diligently for a period of up to three to six months to make a strong effort to ensure that the appropriate individual or committee has or will review your plan or to confirm that angel networks have forwarded all materials to the appropriate angel investors in their network and considered it for periodic meetings. Our associate will be available to discuss your business model with investors and will refer all interested investment parties to our President & CEO as well as the entrepreneur to discuss your business model on a more thorough and sophisticated basis. Ultimately, JCF will work to schedule a meeting between the investment party and your team, or will put the investor directly in contact with you.
Business & Financial Consulting Services

Investment Packaging & Structuring:

For entrepreneurs and companies that have a great idea, patent, or business opportunity yet require hands-on research, preparation, and advisory services to shore-up weakness in a business model or package a deal and investment offering, JCF is well suited to provide all the necessary support and investment packaging documents many investors require prior to soliciting or submitting for consideration, for legal due diligence, or to mitigate risk from an entrepreneurs perspective regarding securities laws when raising capital from investors. Over the years, JCF has developed internally, professional templates and formats for each deliverable that captures investor attention and interest.

  • Executive Summary (preparation and review)
  • PowerPoint Presentation (preparation and review)
  • Financial Modeling and Forecasting (3-5 year preparation and review)
  • Business Plan (preparation and review)
  • Entity Selection and Structuring – LLC, Inc, or LP (preparation and review)
  • Private Placement Memo or Offering (preparation and review)

Other:

  • Transactional Mergers and Acquisitions (P&S agreements, diligence, etc.)
  • Valuations (discounted cash flows, etc.)
  • Break-Even and IRR or return analysis
  • Accounting and Tax Reporting (financial statements, tax returns, loan applications, etc.)