strategic consultant to:  

 ~ serial CEOs & CTOs in software, Internet, technology & digital media
~ experienced consultants in all fields to maximize their practices

KISSING your investor documents

Jul 24, 2009

The other morning I was awakened at 6:30 a.m. from a deep sleep (I am a California night person) by one of my clients (a NYC morning person) with an urgent (right now this minute) assignment (it couldn’t have been called a request):  to rewrite the investor summary...

Smart Planning Tools

Jul 22, 2009

My close colleague, Gene Siciliano (our “CFO for rent” at www.cfoforrent.com) is an excellent strategist, consultant and speaker.  His website is filled with resources and articles, and you can sign up for his newsletter.  I wanted to share this article with you about...

The necessaries of bank debt

Jul 17, 2009

This is a new series and category that addresses the deadly details of making sure that all your efforts in creating business and balance do not come to naught due to the necessaries of life left undone ~ necessaries like money, legalities, insurance, administrivia. ...

More ideas on gaining financial independence

Jul 10, 2009

Once, playing poker with Lewie Palter, a teacher of actors at Cal Arts, I remarked that actors had all the character traits of entrepreneurs:  they didn’t follow the usual path, they had deep confidence in their own talent, and they would abandon a conventional life...

Some personal reflections on financial independence

Jul 8, 2009

The weekend of Independence Day (2009), the radio show “Marketplace Money” ran a short piece on what it would be like to be financially independent.  One person described financial freedom as living free of credit card debt.  But the point of the story was more...

The language of the pitch, part 4 of 4

Jul 6, 2009

As we must expand our capital searches in this economy to funding sources outside of our immediate industry insiders, we now continue our exploration of clearer, simpler language for the pitch for capital (see more on this topic posted under writing & pitching)....

The language of the pitch, part 3 of 4

Jul 3, 2009

As we must expand our capital searches in this economy to funding sources outside of our immediate industry insiders, we now continue our exploration of clearer, simpler language for the pitch for capital (see more on this topic posted under writing & pitching)....

The language of the pitch, part 2 of 4

Jul 1, 2009

As we must expand our capital searches in this economy to funding sources outside of our immediate industry insiders, we now continue our exploration of clearer, simpler language for the pitch for capital (see more on this topic posted under writing & pitching)....

The language of the pitch, part 1 of 4

Jun 29, 2009

I’ve been reviewing several pitches for capital written by some of my new clients who are Internet entrepreneurs.   These pitches are generally targeting venture capitalists who invest in new Internet companies.  We are working together to expand our capital strategy...