Case Studies

• Medical Communications Start-Up
• Communications Hardware Setup
• Internet Start-Up

• Start-up raised a large amount of capital from corporate investors to develop a technology platform. Company needed to raise another tranche for marketing its product.
• The Company hired a major investment banking firm with a private equity desk to raise $18 to $25 million.
• The Investment Banking Firm's Partner signed the engagement; analysts wrote the book, turned the book over to their sales desk, which then approached a large, generic list of non-targeted VCs. Results - no advanced due diligence efforts were undertaken by any party contacted.
• One of Capogee's Managing Director's was retained. Managing Director approached only six financing sources; all identified and solicited in the manner customary to Capogee's financing process.
• Meetings ensued, followed by due diligence and funding on the part of two parties - as compared to the Investment Banking firm that couldn't get a single source to conduct due diligence or finance the deal.

• Angels financed startup for development of a commercial, communications device.
• The Company’s CEO had previously founded several startups and had strong knowledge of the VC community. The Company’s lead angel investor was also working with one of the former co-heads of a regional office for a major investment bank.
• Capogee's Managing Director was retained to aid the Company after the above noted financing efforts didn’t result in any progress.
• Capogee's Managing Director prepared a focused list of 30 venture names, all of which were new to the Company. The Managing Director aided in the re-crafting of presentation materials, scheduled meetings with five VCs, debriefed with management after each meeting; closed $1M of financing from one VC source - the only money brought into the Company other than through the efforts of its CEO.
• The Company was sold shortly thereafter to a major communications firm for a very healthy multiple.

• B2B dot.com start-up, selling an advanced product to one of the world’s largest intermediary industries, approached one of Capogee's Managing Directors after the close of its Angel Financing round.
• Capogee's Managing Director accepted the assignment of raising a major round of financing during adverse market conditions – at a time when VCs publicly shifted their internet investment towards ‘disintermediation’ ventures.
• Capogee’s Managing Director aided in the preparation of investor package materials, prepared a list of roughly four dozen financing sources; scheduled telephone and personal meetings with roughly ten of those financing sources, and closed a very favorable round with an international, multi-billion dollar fund.
• The Company continues to grow and has subsequently raised more money from the same funds, acquired one of its major competitors, watched other competitors go bankrupt, and maintains a strong relationship with its VC partner.