Solutions For Portfolio Investors

Investment portfolios don’t have to be intimidating. Get your assets in line and get your ROI.

Over the past decade, family offices and VCs, the leading portfolio investors for early to mid-stage companies (startups and scaleups), have become a significant driving force in global investment and innovation.


Some GEM stats

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we have successfully attracted over $50Million in fresh funding over the past 10 years
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helped companies in various industries generate over $80Million in fresh revenues

Our philosophy is to dig deeper into the company’s operational and sales/marketing details seeking funding or new client revenues – in the existing or new markets.

To that end, we have successfully attracted over $50Million in fresh funding over the past 10 years and helping growing companies in various industry segments generate over $80Million in fresh revenues from new client acquisitions, partnerships, joint ventures, and licensing opportunities.

Recent reports by Silicon Valley Bank and partners examine recent global trends in the family office and VC investment.

Here are some of the key findings:

going direct

As family offices and VCs have grown in sophistication over the past few years, interest in direct investment opportunities, fueled by the influx of qualified investment resources and specialists, has been growing aggressively.

Family office direct investments can be attributed to several factors, including the attraction and the abundance of assets and qualified talent required to manage dealflow, wider networks, and better decision-making ability.

This results in better ROI and better overall experience with the investment opportunities and projects.

According to multiples sources and FINTRX, a growing number of portfolio investors (Family Offices, VCs, Institutional Funds) are becoming interested in impact and cause-based investing.

Reuters article noted that millennials had been a driving force behind the impact investing in many portfolio investors, in addition to other demographic and psychographic groups.

Impact investors tend to make investments into startups and scaleups to generate valuable social impact in parallel financial returns.

Investing with the intent to derive public benefit, impact investors aim for a financial return while also making a positive impact on the communities.

Sustainable and Impact-based Investments

Our Success

Our success in working with funding sources, such as Family Offices, VCs, and some Private Equity leaders as a growth, optimization, and dealflow strategist, is only matched by the success in helping Global entrepreneurs, scaleups and mid-size challengers to develop innovative sales and marketing strategies, market-entry tactics, and new revenue streams, while securing the necessary funding sources.

Using our own unique ‘BeachHead and Balance’ methodology, executive coaching, workshops, and masterclasses to fuel innovation, we work with scale-ups and investors alike to craft a step-by-step growth and funding action plan which accelerates a path to ROI and the overall value of the investment.

We’ve worked with over 300 companies worldwide that are now a part of our GEM family. 

For more information on how we can help set your scaleup up for success, inquire below, or view our case study and take a look at our best practices.

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