Jonathan Fichman (Managing Partner, Founder)
Global Entrepreneur known for imaginative thinking. Has advised, founded, exited, and/or managed over 60 startups. MIT trained mentor. Understands how to find the next venture. Proven deal flow success in multiple sectors: Wall Street, wealth management, banking, consulting, FinTech, government, and non-profits. Track record of identifying hidden financials to obtain true value of a company. Expertise in linking finance to both technology and business operations for investment growth. Extensive international and domestic experience in diverse industries of public, private and non-profit companies/ organizations. Board member of a NASDAQ listed company.
Jason Lindauer (Managing Director)
Jason is a results-oriented financial services and FinTech leader with more than 25 years of experience growing businesses via establishing strategic partnerships and channel sales initiatives, managing and developing software and data products, and by providing advisory services to major global companies in various industries. Jason has a broad knowledge of the financial markets, and has specialty experience in investor relations, corporate governance, and ESG.
Expertise:
• Product Strategy, Design & Development (SaaS, Data, Cloud, Mobile)• Data Integration and Management (Third Party, Proprietary, Alternative Data)• Strategic Partnerships Strategy & Development (Joint Ventures, Channel Sales, Ecosystems, ISV, Cloud, Redistribution, Referral, Contracts)• M&A: Strategy, Due Dilligence, DOJ Approval, Integration• Investor Relations Advisory (Valuation benchmarking, strategy, press releases, investor engagement, prioritization, roadshow planning, ownership identification, market intelligence, Corporate Governance and ESG (Advisory, Peer Benchmarking, Scenario Analysis, Shareholder and Proxy Advisor Consulting)•