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Qualified Connecticut Company List

Advanced Telepsych
Contact:
Lynn Hamilton
860-214-5020
Business Activity: Other
Investment Sought: $250,000
Minimum Investment: $25,000
Maximum_investment: $250,000
Type of Qualified Security: Preferred Stock
Alchemy Life Enterprises/Wild Alchemy Café
Contact:
Alison Davis
alison@alchemylifeinc.com
203-914-4146
Business Activity: Other
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common Stock
Allyx Therapeutics, Inc.
Contact:
Stephen M. Strittmatter
stephen.strittmatter@yale.edu
203-530-7208
Business Activity: Bioscience
Investment Sought: $250,000
Minimum Investment: $25,000
Maximum_investment: $250,000
Type of Qualified Security: Convertible Note
Arsome Health
Contact:
Clifford Schorer
cjs24@columbia.edu
917-601-0770
Business Activity: Other
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Limited Partnership Interest
Astrocyte Pharmaceuticals Inc.
Contact:
William Korinek
korinek@astrocytepharma.com
617-444-8765
Business Activity: Bioscience
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: Preferred Stock
Athena Therapeutics
Contact:
Ranjit Bindra
ranjit.bindra@athenatherapeutics.com
203-584-0924
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Common StockConvertible Debt
Bactana Corp.
Contact:
John A. Kallassy, CEO
john@bactana.com
203-716-1230
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Convertible DebtPreferred Stock
Be Remote
Contact:
Vivek Nigam
vivek@beremote.com
203-623-2366
Business Activity: Information Technology
Investment Sought: $300,000
Minimum Investment: $25,000
Maximum_investment: $300,000
Type of Qualified Security: Common StockPreferred Stock
Better Rhodes
Contact:
Chris Becker
chris@betterrhodes.com
203-421-2574
Business Activity: Other
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Common Stock
Bitxfunding L.L.C.
Contact:
Todd Rowe
todd.rowe@bitxfunding.com
203-763-1430
Business Activity: Other
Investment Sought: $200,000
Minimum Investment: $25,000
Maximum_investment: $200,000
Type of Qualified Security: Common StockPreferred Stock
Bonde Innovations, LLC
Contact:
Michael Theran
mtheran@corismacv.com
203-506-5025
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Preferred Stock
Business Networks Research, LLC
Contact:
Christopher Woods
chris@whoworkswith.me
203-216-6894
Business Activity: Information Technology
Investment Sought: $1,435,000
Minimum Investment: $25,000
Maximum_investment: $1,435,000
Type of Qualified Security: Limited Partnership Interest
Buyverde
Contact:
Briana Hart
briana@buyverde.com
914-528-0741
Business Activity: Other
Investment Sought: $900,000
Minimum Investment: $25,000
Maximum_investment: $900,000
Type of Qualified Security: SAFE
Cash Can
Contact:
Lou Brevetti
gocashcan@gmail.com
203-695-5098
Business Activity: Clean Technology
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: General Partnership InterestLimited Partnership Interest
Circular Energy Group LLC
Contact:
Robert Bickford
rbickford@circularnrg.com
207-693-5484
Business Activity: Clean Technology
Investment Sought: $800,000
Minimum Investment: $25,000
Maximum_investment: $800,000
Type of Qualified Security: Limited Partnership Interest
Circular Energy Group-1 LLC
Contact:
Robert Bickford
rbickford@circularnrg.com
207-693-5484
Business Activity: Clean Technology
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Limited Partnership Interest
Cleanse, LLC
Contact:
Chris Allen
chrisintheoffice@comcast.net
860-490-2667
Business Activity: Information Technology
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: General Partnership Interest
CT Restore, LLC
Contact:
Felicia Sale
fsale@restore.com
917-371-5199
Business Activity: Other
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: Limited Liability Partnership
CytoVeris, Inc.
Contact:
Alan D. Kersey
akersey@cytoveris.com
860-657-6947
Business Activity: Biosciences
Investment Sought: $1,900,000
Minimum Investment: $25,000
Maximum_investment: $600,000
Type of Qualified Security: Preferred Stock
db Diagnostics, Inc.
Contact:
Steven B. Levine
slevine@dbdsys.com
203-404-3200
Business Activity: Bioscience
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Convertible Debt
DICOM Director, LLC
Contact:
David Pearlstone
David.pearlstone@dicomdirector.com
203-507-2651
Business Activity: Information Technology
Investment Sought: $250,000
Minimum Investment: $25,000
Maximum_investment: $350,000
Type of Qualified Security: Convertible Debt
Did U Remember To LLC
Contact:
Robert Unnold
runnold@DidURememberTo.com
203-359-8641
Business Activity: Information Technology
Investment Sought: $600,000
Minimum Investment: $25,000
Maximum_investment: $600,000
Type of Qualified Security: Limited Partnership Interest
Energea Global, LLC
Contact:
Marta Coehlo
marta@energea.com
860-316-7466
Business Activity: Clean Technology
Investment Sought: $1,999,000
Minimum Investment: $25,000
Maximum_investment: $1,999,000
Type of Qualified Security: Limited Partnership Interest
Enrich Therapeutics
Contact:
Dong Wang
investors@enrichtx.com
203-687-7537
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Preferred Stock
Enviro Power, LLC
Contact:
Michael Cocuzza
mcocuzza@enviropower.com
860-206-2104
Business Activity: Clean Technology
Investment Sought: $400,000
Minimum Investment: $25,000
Maximum_investment: $100,000
Type of Qualified Security: Convertible Debt
EvolveImmune Therapeutics Holding Company LLC c/o Canaan Partners
Contact:
Stephen Bloch
Stephen.bloch@evolveimmune.com
203-858-7389
Business Activity: Bioscience
Investment Sought: $250,000,000
Minimum Investment: $25,000
Maximum_investment: $250,000
Type of Qualified Security: Preferred Stock
Fintron Invest, LLC
Contact:
Wilder Rumpf
Wilder@fintroninvest.com
845-559-7092
Business Activity: Other
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Equity
Fracxion Software LLC
Contact:
Frank Festini
frank@fracxion.com
203-256-8235
Business Activity: Information Technology
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Common StockGeneral Partnership InterestLimited Partnership Interest
futuresThrive LTD
Contact:
Wendy Ward
wendybward@gmail.com
203-829-5676
Business Activity: Bioscience
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: Preferred Stock
Gemshelf Inc.
Contact:
Colin Kennedy
colin@shelf.io
201-207-7205
Business Activity: Information Technology
Investment Sought: $875,000
Minimum Investment: $25,000
Maximum_investment: $875,000
Type of Qualified Security: Convertible DebtPrefererd Stock
Halda Therapeutics, LLC
Contact:
Scott Phillips
scott.phillips@haldathera.com
860-655-8653
Business Activity: Bioscience
Investment Sought: $1,400,000
Minimum Investment: $25,000
Maximum_investment: $1,400,000
Type of Qualified Security: Preferred Stock
Inkwell
Contact:
Manon DeFelice
manon@inkwell.co
781-608-3700
Business Activity: Other
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Common Units
Jaigantic Studios
Contact:
Jacqueline Buster
jackie@wowcdgroup.com
203-887-7159
Business Activity: Other
Investment Sought: $1,750,000
Minimum Investment: $25,000
Maximum_investment: $17,500,000
Type of Qualified Security: Limited Partnership Interest
Kinaptic, LLC
Contact:
John Daniels
john.daniels@kinaptic.com
860-424-1228
Business Activity: Bioscience
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Limited Partnership Interest
KL50
Contact:
Kevin Rakin
kevin.rakin@highcape.com
203-435-2255
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Convertible DebtPreferred Stock
LambdaVision Incorporated
Contact:
Nicole Wagner
nicole.wagner508@gmail.com
860-679-2558
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $250,000
Type of Qualified Security: Common StockPreferred Stock
Landsdowne Labs LLC
Contact:
Melissa Fensterstock
melissa@landsdownelabs.com
201-370-7591
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Prefererd Stock
LobsterCraft Holdings, LLC
Contact:
Tom Gordon
gords@optonline.net
203-919-0910
Business Activity: Other
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Convertible Debt
Lucca Ventures dba VoxSonix
Contact:
Mike Riccio
mriccio@voxsonix.com
833-869-7664
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Preferred Stock
Lumeda, Inc.
Contact:
Trevor MacDougall
trevorm@lumedainc.com
860-982-9588
Business Activity: Bioscience
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: Preferred Stock
Manchester Wood Pellets
Contact:
Richard Ray
RichRay2010@gmail.com
860-878-1650
Business Activity: Clean Technology
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: LLC InterestMembership Units
Mitchell Woods Pharmaceuticals, LLC
Contact:
Mark Farber, CEO
markfarber@mitchellwoods.com
203-258-1035
Business Activity: Bioscience
Investment Sought: $1,150,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common Stock
Move2Learn
Contact:
Chris Keegan
chris@congimoves.com
859-396-6419
Business Activity: Other
Investment Sought: $200,000
Minimum Investment: $25,000
Maximum_investment: $200,000
Type of Qualified Security: Limited Partnership Interest
Moxi on the Rocks
Contact:
Tomas Nenortas
tomas@moxiontherocks.com
860-543-2519
Business Activity: Liquor Industry
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Convertible Debt
My Gene Counsel, LLC
Contact:
Ellen Matloff, President
ellen@mygenecounsel.com
203-314-2532
Business Activity: Bioscience
Investment Sought: $1,200,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common Stock
Nanionix
Contact:
Lawrence DuBois
ldubois@nanionix.com
650-380-4040
Business Activity: Bioscience
Investment Sought: $600,000
Minimum Investment: $25,000
Maximum_investment: $600,000
Type of Qualified Security: Convertible Debt
OdinText
Contact:
Jennifer Cristo
Jennifer@odintext.com
888-891-3115
Business Activity: Other
Investment Sought: $1,300,000
Minimum Investment: $25,000
Maximum_investment: $1,300,000
Type of Qualified Security: Preferred Stock
OmniCyte, LLC
Contact:
Peter Leonardi, CEO
peter.leonardi@omnicyte.com
917-439-7479
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common Stock
OncoSynergy
Contact:
Anne-Marie Carbonell
anne-marie@oncosynergy.com
203-428-6507
Business Activity: Bioscience
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common StockConvertible DebtPreferred Stock
Oui Therapeutics
Contact:
Seth Feuerstein
seth@ouitherapeutics.com
203-927-0971
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Convertible Preferred Note
Pangolin Therapeutics
Contact:
Susan Froshauer
sfroshauer@pangolintherapeutics.com
203-606-0081
Business Activity: Bioscience
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Common StockConvertible DebtPreferred Stock
People 1st
Contact:
Richard Thompson
thompson.rich@gmail.com
203-241-5906
Business Activity: Other
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Convertible Debt
Petworks LLC
Contact:
Michael Caldwell
mcaldwell@petmasters.com
203-450-6597
Business Activity: Information Technology
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Common Stock
PHD Group
Contact:
David Kass
dbkass@hotmail.com
203-368-8034
Business Activity: Other
Investment Sought: $100,000
Minimum Investment: $25,000
Maximum_investment: $100,000
Type of Qualified Security: LLC Interest
PiC20 Group, LLC (Trade name Ranger Ready Repellents)
Contact:
Chris L. Fuentes
Chris@PiC-20.com
203-409-1803
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $750,000
Type of Qualified Security: LLC Interest
Predictably Human
Contact:
William Lawlor
billy@predictablyhuman.com
203-807-1180
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Convertible DebtPreferred Stock
Propria LLC
Contact:
Stephanie Jacoby
Stephanie.jacoby@PropriaBio.com
475-221-8634
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common Stock
ProteoWise
Contact:
Erik Gunther
erik.gunther@yale.edu
203-430-4187
Business Activity: Bioscience
Investment Sought: $1,380,000
Minimum Investment: $25,000
Maximum_investment: $1,380,000
Type of Qualified Security: Preferred Stock
Protos Biologics, Inc.
Contact:
Daniel Caron
dcaron@protosbio.com
203-623-2971
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Convertible Debt
QCDx
Contact:
Triantafyllos Tafas
tafas@qcd-x.com
860-679-4673
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Convertible Note
Quigler, Inc.
Contact:
Dan Nadav
DNadav@enviropowertec.com
203-570-5477
Business Activity: Information Technology
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $750,000
Type of Qualified Security: Prefererd Stock
Quiver Spirits, LLC
Contact:
Tomas Nenortas
quiver@quiverspirits.com
860-543-2519
Business Activity: Liquor Industry
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $450,000
Type of Qualified Security: Limited Partnership Units
Rallybio Holdings, LLC
Contact:
Jeff Fryer
jfryer@rallybio.com
203-859-3820
Business Activity: Bioscience
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Preferred Stock
Realty Automation Labs
Contact:
Chris Penner
chris@solutionx.llc
203-500-3227
Business Activity: Information Technology
Investment Sought: $1,650,000
Minimum Investment: $25,000
Maximum_investment: $1,650,000
Type of Qualified Security: Common StockLimited Partnership InterestPreferred Stock
ReRent, LLC
Contact:
Alikiah Barclay
abarklay321@gmail.com
559-677-7708
Business Activity: Information Technology
Investment Sought: $750,000
Minimum Investment: $25,000
Maximum_investment: $750,000
Type of Qualified Security: Convertible Debt
RevMedica, Inc.
Contact:
Thomas Wenchell
tom@revmedica.com
203-722-8381
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Preferred Stock
Rindle, LLC
Contact:
Brian Faust, CEO
brian@rindle.com
551-482-2037
Business Activity: Information Technology
Investment Sought: $1,917,867
Minimum Investment: $25,000
Maximum_investment: $1,917,867
Type of Qualified Security: Prefererd Stock
Rose Sisters Chips
Contact:
Jonathan Marcus
jonathan@rosesisterschips.com
475-999-8115
Business Activity: Other
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Common StockConvertible Debt
Savkar, Inc.
Contact:
Amit Savkar
amit.savkar@uconn.edu
860-985-2239
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common StockPreferred StockSAFEConvertible Stock
SchoolSuite, LLC
Contact:
Hilary Mueller
hilary@schoolsuitesoftware.com
800-671-1905
Business Activity: Information Technology
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Limited Partnership Interest
Sedentary Medical
Contact:
Timothy Krupski
tim@sed-med.com
203-887-3843
Business Activity: Bioscience
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: SAFE
Seir Hill, LLC
Contact:
Brian D. Miller
brian@seirhill.com
203-984-1091
Business Activity: Other
Investment Sought: $450,000
Minimum Investment: $25,000
Maximum_investment: $450,000
Type of Qualified Security: Common Stock
Service Insight, LLC
Contact:
Anthony Uzzo
anthony@serviceinsight.io
203-687-8670
Business Activity: Information Technology
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Common Stock
Shop Tomorrows (Relovd, Inc.)
Contact:
Haley Lieberman
Haley@Relovd.com
917-734-2950
Business Activity: Information Technology
Investment Sought: $225,000
Minimum Investment: $25,000
Maximum_investment: $225,000
Type of Qualified Security: Convertible Note
Shoreline Biome
Contact:
Thomas Jarvie
thomas.jarvie@shorelinebiome.com
203-619-4083
Business Activity: Bioscience
Investment Sought: $1,000,000
Minimum Investment: $25,000
Maximum_investment: $1,000,000
Type of Qualified Security: Prefererd Stock
Siduma Therapeutics Holding Company, LLC
Contact:
Craig Crews
Craig.crews@yale.edu
203-687-5525
Business Activity: Bioscience
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: Preferred Stock
Smile Beverage Works
Contact:
Michael Sands
msands@wbwerks.com
203-643-6290
Business Activity: Other
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Convertible Debt
SwiftConnect
Contact:
Nicholas Balderston
nick@swiftconnect.io
203-912-6564
Business Activity: Information Technology
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: Convertible DebtPreferred Stock
The Feel Good Lab, LLC
Contact:
Kyle Fitzpatrick
kyle@thefeelgoodlab.com
310-795-9936
Business Activity: Bioscience
Investment Sought: $1,000,700
Minimum Investment: $25,000
Maximum_investment: $1,000,700
Type of Qualified Security: Common Stock
The Hangout Spot, LLC
Contact:
Justyna Balzar
justyna@thehangoutspotllc.com
203-529-1064
Business Activity: Other
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: SAFE
The Song House
Contact:
Clay Pecorin
clay@rainmakerfilms.com
917-519-2602
Business Activity: Other
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Common Stock
TiCoat
Contact:
Danny Briere
dbriere@ticoat.com
833-424-2628
Business Activity: Other
Investment Sought: $2,000,000
Minimum Investment: $25,000
Maximum_investment: $2,000,000
Type of Qualified Security: Convertible Debt
Tydei Health
Contact:
John Hatchell
john@tydei.io
860-258-4280
Business Activity: Information Technology
Investment Sought: $750,000
Minimum Investment: $25,000
Maximum_investment: $750,000
Type of Qualified Security: Common StockPreferred Stock
Unisoft Medical Corporation
Contact:
Stacey duBell Mileti
smileti@unisoftmedical.com
860-307-8734
Business Activity: Bioscience
Investment Sought: $1,150,000
Minimum Investment: $50,000
Maximum_investment: $1,000,000
Type of Qualified Security: SAFE
Upright Oats
Contact:
Betty Tang
Betty.tang@yale.edu
416-427-4134
Business Activity: Other
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: SAFE
VeraDermics
Contact:
Reid Waldman
rawaldmanmd@gmail.com
913-787-6489
Business Activity: Bioscience
Investment Sought: $1,500,000
Minimum Investment: $25,000
Maximum_investment: $1,500,000
Type of Qualified Security: Convertible Debt
VeyeZer
Contact:
Ted Dinsmore
ted.dinsmore@spheregen.com
203-507-2651
Business Activity: Bioscience
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Limited Partnership Interest
Wave Systems, Inc. Trade Name/Wave Drowning Detection Systems
Contact:
Mark Caron
mark@wavedds.com
201-757-2480
Business Activity: Information Technology
Investment Sought: $300,000
Minimum Investment: $25,000
Maximum_investment: $300,000
Type of Qualified Security: Convertible Debt
WonderTax
Contact:
David Campbell
d@wonder.tax
206-409-5866
Business Activity: Information Technology
Investment Sought: $1,999,999
Minimum Investment: $25,000
Maximum_investment: $1,999,999
Type of Qualified Security: Common StockLimited Partnership Interest
WRM Software, Inc.
Contact:
Richard Addotta
richard.addotta@wrmsoftware.com
203-200-7440
Business Activity: Information Technology
Investment Sought: $500,000
Minimum Investment: $25,000
Maximum_investment: $500,000
Type of Qualified Security: Preferred Stock
Vince D’Agostino
Finance, Management/Operations

Vince has experience across the marketing, e-commerce, consumer insurance and technology industries.

Vince can help companies with managing the operational and financial challenges that come with rapid growth, including fundraising, setting strategy and general management issues.


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Ryan Duques
Finance, Management/Operations

Ryan is an entrepreneur, technologist and bank director with experience in the media, technology and education industries.

Ryan provides concise solutions and ideas to the challenges that growing firms face.


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Erin Hatzikostas
Finance, Sales

Erin, who has spent 22 years in the healthcare and payments space, takes a unique approach to career and leadership development.

Erin can help companies ignite their culture and drive incredible business results.


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Paul Hermes
Management/Operations

Paul is a retired medical device executive with experience in technical management and product development.

Paul can help companies, especially those in the medical field, with product development, portfolio management and early-stage commercialization strategies.


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Gertraud Humphreys
Finance, Management/Operations

Gertraud has experience in corporate finance with a focus on financial planning and analysis, including managing P&L and balance sheet for business units and global functions, financial modeling for M&A valuations, and running essential finance processes.

Gertraud can help companies with setting up initial finance processes, supporting due diligence and pricing models, and developing strategic forecasts and annual budgets.


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Claire Leonardi
Finance, Management/Operations

Claire has held management/board roles in diverse entities, across multiple industries.

Claire can provide assistance with financial planning, strategy development, fundraising and board organization.


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Don Logan
Finance, Management/Operations, Sales

Don is skilled in business operations, client services, sales/marketing, finance/administration, merger and acquisition, and exit planning.

Don can help growth-stage ventures get to the next level by assessing business needs and challenges, and setting specific goals and milestones.


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Bridget Martell
Healthcare

Bridget, a biopharmaceutical executive with experience in clinical development, regulatory and medical affairs in diverse therapeutic areas, is an expert portfolio and product strategist.

Bridget can help life science companies create development and business plans that get them noticed by joint development partners, licensors or investors.


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Tom Nassr
Management/Operations, Sales

Tom, a product strategy and design partner for B2B companies, focuses on distilling complicated systems into bite-size experiences for a wide range of users, across industries.

Tom can help early- and mid-stage B2B companies with design and opportunity creation.


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Stephanie Newby
Management/Operations

Stephanie is passionate about helping CEOs acquire the skills they need to grow successful companies.

Stephanie can help companies with board and investor relations, funding strategy, SaaS, Agile and sales.


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Robert Nolan
Management/Operations

Robert oversees private equity funds containing more than 50 portfolio companies and serves on a dozen boards.

Robert can help companies work to identify and direct senior executives to their highest and best use for CI portfolio companies.

 


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Susie Robinson
Healthcare, Management/Operations

Susie, a global HR executive in media, technology, business information services and life sciences, has experience in implementing large-scale change initiatives and talent strategies in multidivisional, multicultural operations.

Susie can take a business vision and help you to drive top- and bottom-line growth by executing innovative human capital strategies and modern compensation and benefits programs to enable them.


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Perry Robinson
Healthcare, Management/Operations

Perry is a VC partner and a medical doctor with experience leading high-growth entities.

Perry can help entrepreneurs grow their businesses in the fields of healthcare research, digital health and fintech.


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Karen Romagnoli
Management/Operations, Marketing, Sales

Karen, who has expertise in strategic sales and key account management across multiple channels and industries, blends business management with marketing technology to increase customer engagement and lifetime value in recurring revenue models.

Karen can help companies build and scale their sales and client services organizations for revenue growth, create or improve processes to increase efficiencies and productivity, and advise on general management.


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David Saias
Management/Operations, Sales

David provides consulting, business development, sales and operations consulting for early- and mid-stage software, technology and human capital services companies.

David can help kick-start business development and sales and create sales playbooks, territory plans and incentive compensation plans.

 

 


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Paul White
Management/Operations

Paul is a digital transformation leader who thrives on driving sustainable revenue and bottom-line growth through innovation and collaboration.

Paul can help companies with finance, operations, digital business transformation and reinvention, sales and strategy.


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Arin Wolfson
Finance

Arin is a CFO/interim CFO for venture and private equity–backed firms who provides hands-on financial/investment and operational expertise for companies across the life-cycle spectrum.

Arin can help firms to scale their planning, financial and operational oversight.


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Vic Zimmermann
Finance, Management/Operations

Vic advises clients in all aspects of investment management, including investment funds, asset management, venture capital, private equity, socially responsible investing and impact investing.

Vic can assist with legal advice and documentation of early-stage investment rounds and other legal issues, as well as introductions to potential sources of capital.


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