A focus on long term partnerships with management and investors.
Venture Capital Firms
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Venture Capital Firms
Engagements may include one or more of the following...
- Limited Partner (investor) and Strategic Advisor
- Provide diligence assistance for potential investments
- In "right fit" situations, will contract directly with portfolio companies for ongoing work (see "Emerging/Early-Stage Companies" for details)
Private Equity Firms
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Private Equity Firms
Engagements may include one or more of the following...
- Opportunity Assessment Phase (assist in house team in assessing markets or early-stage opportunities)
- Diligence and Deal Phase (Act as Senior Advisor and take part in diligence efforts)
- Transition Phase (Act as an "outsourced operating partner" assisting in the on-boarding of companies and management teams into a PE portfolio)
- Life of Investment (In "right fit" situations, will contract directly with portfolio companies for ongoing work (see "Established/Mid-Sized Companies" for details)
Emerging/Early-Stage Companies
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Emerging/Early-Stage Companies
Engagements may include one or more of the following...
- Assistance with strategic positioning
- CEO coaching
- Assistance with investor/board management
- General advisory services
- Flexible payment structures (e.g. “Time for equity”)
Established Companies
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Established Companies
Engagements may include one or more of the following...
- On occasion, will take on short-term engagements
- Focus is on "Board-Plus" Engagements (more than a "check the box" board member).
- Retainer-based "Board-Plus"/Advisor engagements enable Copper Shade Strategy to serve as an ongoing Advisor for both CEO/Mgmt and Investors.