20 Year+ Successful Track Record of Asset Raising
Public and Private Equity and Debt Asset Classes
Network of Distribution Channels in US, Canada, LatAm, Europe and Japan
Endowment & Foundation
Defined Benefit/Sovereign Wealth
Single/Multi Family Office
NBD/IAD & Bank Trust/Private Bank/RIA
1- Infrastructure: innovative/advanced triple Bottom Line SaaS and consulting firm: 5 yr+ track record, with initial funding from well known/respected accounting and econometrics SaaS firm. Revenues will hit $1.5 MM for Fy2019 and growing at 10% YOY; approaching EBITDA neutral. Looking for short term equity note funding: $500 K; Strategic Growth Capital of $2-5 MM.
2-Pharma: 15 yr. old "reboot" of unique nanoparticle drug delivery platform; focus on tumors, but in COVID 19 also actively identifying use for prevention of Cytokine Storm. New management and return of original science director; National Cancer Institute funding Phase 2 trials of platform and 3 drugs; seeking short term generous note with warrants $300-500 k; longer term strategic growth for Phase 2 of $3-5 MM
3-Methane Leakage: Incredibly Innovative and academically reviewed technology for identifying sources of methane leaks using satellite imagery and database tracker. About to launch user-friendly GUI with daily updates. Ability to drill down to owner/tighter geographic location than NASA-backed and other satellite imagery. More effectively shines a light on where, how much, and who is responsible for US-based leaks.
1- Fin Tech Seed/A Round: a well-established, Cambridge based FInTech VC fund. I am working with the team on raising their second Fund. First fund was $58 MM and is now 75% deployed. Fund 2 already had a first close of $48 MM and is looking to raise $100 ($125 cap).
2-Sustainable Real Estate; Public Equities- Focus on re-investing and retrofitting of existing infrastructure to exploit Impact technology and sustainability initiatives profitably.
3- ESG LCC and LCV-5 year track record of quarterly rebalanced, high acive share ESG Core fund. Strong risk controls and outperformance. Long term investor. $40 MM in AUM today, looking for new distribution channels
Private Equity Secondary- Expereinced team of former asset owner/allocator and PE secondary investors. High touch/strong due diligence and leverage-able network of buyers to maximize assessment of LP interests and more efficient disposition.
Impactdirectadvisors.com (the “Impact Direct Advisors (IDA) Website”) is a website operated by ImpactDirectAdvisors, LTD, a MA-based Corporation. IDA offers business strategy consulting services in areas including investment advisory services, marketing and brand strategy, business and product development, especially with respect to Impact investing. Other services, such as securities-related private placement services, are offered separately by Impact Direct Advisors principals in their capacity as registered representatives of Growth Capital Services, Inc. (“GCS”), a licensed broker-dealer and member of FINRA/SIPC, office of supervisory jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. When Impact Direct Advisors's principals provide securities placement services to you through their GCS affiliation, their obligations to you and the nature of your relationship will differ from when they provide other services. Impact Direct Advisors is not a registered broker dealer, and GCS and Impact Direct Advisors are separate entities. You can find more information about the relationship between GCS and its licensed affiliates here and through FINRA Broker check. PRIVATE PLACEMENT INVESTMENTS ARE NOT FDIC INSURED, ARE NOT A DEPOSIT WITH GCS, AND ARE NOT GUARANTEED BY GCS OR ANY OF ITS AFFILIATES. NEITHER THE SECURITIES AND EXCHANGE COMMISSION NOR ANY FEDERAL OR STATE SECURITIES COMMISSION OR REGULATORY AUTHORITY HAS RECOMMENDED OR APPROVED ANY INVESTMENT, OR THE ACCURACY OR COMPLETENESS OF ANY INFORMATION OR MATERIALS PROVIDED BY OR THROUGH THE [THE COMPANY], GCS, OR THEIR RESPECTIVE AFFILIATES. ANY INVESTMENT MAY RESULT IN PARTIAL OR TOTAL LOSS, AND INVESTORS MUST BE ABLE TO AFFORD THE LOSS OF THEIR ENTIRE INVESTMENT.Securities offered through Growth Capital Services, member FINRA, SIPC
582 Market Street, Suite 300, San Francisco, CA 94104. Please refer to FINRA BrokerCheck for information about Brian Chiappinelli and Growth Capital Services.
The required hyperlinks are as follows:
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