Insights & action
Bringing strategic leadership, executional tactics, and capital sourcing to growing companies so they can go farther.
OUR SERVICES
Honed over decades of successfully leading public & private companies, our strategic leadership and capital services help early and growing enterprises achieve their goals.
A successful future only happens through action: We work side-by-side with our clients to get there together.
Strategic Advisory Services
We couple strategic leadership with executional tactics to move growing enterprises from milestone to milestone. Operating as co-executives, we help our partners build companies using strategy and action in equal measure.
Capital Services
Combining strategy, intensive support, and existing capital relationships, we help enterprises identify, structure, and source capital the most effective way to move them closer to their vision.
The PhiCap roadmap for growing enterprises
What can new partners expect while working with us? While every business is unique, our proven process works all the same. These are the benchmarks our partners reach within the first 90 days.
DAY 30
Understanding the business
How is the business functioning right now? We start by embedding ourselves within the business, looking under the hood, and seeking to understand it as it exists today. We look at:
1
What systems the business does (or does not) have
2
The people and capital resources currently available
3
The ability to maintain critical operations, like paying taxes and making payroll
4
Current cash flow, including a 13-week comprehensive analysis
5
The ins and outs of daily business operations
DAY 60
Implementing systems for growth
With a clear picture of current operations, we report back with what we believe is needed right away. By installing ourselves as co-executives of the business, the PhiCap team can begin to professionalize operations and immediately help with:
1
Defining the company vision
2
Creating a step-by-step actionable plan to achieve that vision
3
Monitoring cash flow and essential accounting functions
4
Reporting & compliance
5
Navigating regulations
DAY 90
Looking toward the future
With new systems and support in place, by day 90 we look back at where the company is and what the future looks like. We work collaboratively with management to:
1
Look 3-5 years down the road based on the current business vision
2
Create financial and business models for the short and long term
3
Assess capital sourcing needs and develop the necessary plans
4
Scale our systems and support to ensure continuous growth
OUR APPROACH
PhiCap combines industry expertise, executive-level experience, and a bias for action to guide enterprises through every stage of their business life cycle.
Whether preparing for growth or a capital transaction, we integrate into our partners’ teams with a commitment to their success.
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Our partner network
PhiCap works with trusted, pre-vetted partners to support early and growing enterprises across their unique, diverse set of needs.
Let’s grow your enterprise together
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