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A strategic advisory & small-market investment firm

Advisory

Serve as a Fractional Chief Information Officer (CIO) to high-growth organizations

Capital

Acquire and invest in high-potential businesses across sectors

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Your Trusted Fractional Tech Executive

​Our current clients include Not Your Mother’s Haircare (acquired by Henkel) and Community Foundation Tampa Bay ($1B+ AUM)

Change Management

Drive successful adoption of new technologies and processes through communication, training, and stakeholder alignment

Operations Excellence

Optimize IT systems and workflows to boost efficiency, reliability, and scalability

Risk Management

Identify, assess, and mitigate technology-related risks, including cybersecurity, compliance, and business continuity

Technology Strategy

Align technology initiatives with business goals through roadmap development, investment planning, and innovation scouting

Team Development & Leadership

Build and mentor high-performing IT teams while fostering a culture of accountability and growth

Vendor Management

Select, negotiate, and oversee third-party technology vendors to ensure cost-effectiveness and performance
 

Investment Criteria 

Our current portfolio includes two AI-powered B2B businesses

Team 

Solopreneurs to small teams 

Financials

Ideal companies feature strong profit margins, recurring revenue streams, and streamlined operations

Industry

Currently interested in services businesses

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