GenFlat Holdings, Inc. By the time we were engaged, the company had no revenue but had already spent several years engineering and patenting their innovative and now award-winning collapsible shipping container. Within two years, the company raised $3.2 million from their personal and professional network, completed a public listing via reverse merger and secured their first customers.

Onfolio Holdings, Inc. When we were engaged, the company had about $250,000 in revenue that was largely generated from fees for managing websites owned by third parties. We helped the company change its business focus and structured three private placements where the founder raised $4.5 million through the sale of common shares and preferred shares. That capital was raised from their personal networks, professional networks and advertising., and largely used to make several acquisitions. Although we were heading towards taking the company public via direct listing, we pivoted midstream and in approximately two years after engaging us, we completed an IPO on NASDAQ that raised $13.6 million. 

SMTP, Inc. When we were engaged, the company already had about $1.5 million in revenue and $75,000 in annual profit. We took the company public without an investment banking firm, at a $3.5 million valuation. Within a few years, the company acquired several startups, uplisted to NASDAQ, raised $15+ million, and was subsequently acquired for $240 million in cash.

Maxim Mortgage Corporation This startup raised approximately $400,000 in seed capital to launch the business and cover the costs of going public. During the first full year of operations, the company leveraged stock, warrants and options to recruit more than 120 people who closed more than $80 million in transactions and generated $2.3 million in fees. Within a few years, the mortgage operations were merged into a NYSE listed company. The public company, then with no business operations, subsequently entered into a strategic transaction with a private equity firm who raised $30 million and acquired the subsidiary of a multi-billion-dollar corporation.

Have all our clients done well? Here's a billion dollars of missed opportunity.