The Ultimate Plan


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Your Ultimate Plan Will Be Unique and Perfectly Suited to a Pinnacle of Venture Success.

Power Strategy


Strategy is the way that the building blocks are managed and organized to provide the upward path of any venture organization. It is up to the Plan Architects to articulate those strategies, by words, charts, and other visual means.

Growth is the 3-dimensional result of upward bias, and it is more of a spiral, or multiple spirals in a helix, than it is a linear process of incremental change. THAT is acceleration.

Some of the new changes, both on the upside and downside, are inconveniently catastrophic rather than gradual, and thus difficult to predict. But the risks must be known at every turn, and investors in a plan must gain confidence from the risks having been thought through.

ID in the illustration to the right represents Intelligent Design, the last ingredient before truly significant acceleration can be expected. All of the other building blocks and issue need to be established first, and that knowledge will create a certain velocity of productive business, commerce in motion.

Business will not truly take off until management leadership provides an intelligent design for the whole. It is proper perception of this design, sometimes oversimplified as the business model, sometimes incorrectly portrayed as genius, that draws investors and market partners to the Ultimate Plan.

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Ultimate Plan: Ideas and a recognition of apparent needs are first combined in a vision that inspires a team to turn the idea into a marketable product and venture. This brings the business into motion, to address or form a market that has enough staying power to turn the venture into an entity with sustainable velocity of revenues, achieved by a virtual or actual salesforce using superior customer relationships via some top CRM approach under the guidance of the enterprise leader, who provides intelligent design of the whole strategy. Acceleration ensues.


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Successful Business Plans:

As investment fund managers and venture operating team members, TechVest Principals have reviewed more than 6000 Business Plans and advised more than 100 Ventures and Venture Capital Funds, notably the following:

Investment Banking &  Venture Capital Management

  • Confluence Ventures TX - Water Investment Pool - partnership
  • Parakletos Ventures CA - $10m Fund – investor and diligence analyst
  • Santa Clara Ventures CA - $20m Fund – advisor and diligence analyst
  • Schroder Ventures CA - $58m Fund – partner, investor, diligence manager

Bio- and Medical Ventures

  • Circon Arthroscopy CA - mezzanine investor and diligence, IPO, $3m and diligence
  • Family Health Network - $6m partner funding round in preparation
  • Mycogen Plant Genetics CA – first round VC investor and Board, IPO - $2m equity and $3m partnership
  • Pilot Nutraceuticals NC – advisor - $3m funding and diligence
  • ProCyte Wound Healing WA – Board first round VC lead investor, IPO - $2m and diligence
  • Raytel Medical Imaging CA – Board, first round VC investor - $2m and diligence
  • Telios Wound Healing CA – advisor and due diligence
  • Ultrafine Nano-Materials NC – advisor/diligence, interim CEO
  • Wellcare Wellness Software NC - founder and architect, seed funding

Telecommunications Ventures

  • Advanced Compression Tech CA – advisor/diligence - $2m invested
  • Applied Optoelectronics CA – advisor/diligence - $3m invested
  • BR Communications CA – investor/diligence - $3m raised
  • Desktone, Inc. Virtual Desktops – CFO, first 4 execs,  $17mm raised
  • Eon Network Management CA – investor/diligence - $1m invested
  • Innovacom MPEG2 Video CA – EVP, chief planner - $10m raised
  • Phylon Communications CA – Board advisor - $2m invested
  • ROLM Communications Corp CA – treasury mgr, budget director - $11m raised
  • Silicon Recognition CA/France – advisor/diligence - $6m sought
  • Steeplechase Broadband  Channel –startup CFO,  fund raising advisor
  • Stratacom ATM Networks CA (now Cisco) – stage 0 investor, Board advisor - $1m
  • Telebit Communications CA – Board investor - $2m invested
  • XCI-Fluoroware RF Communications CA – Board investor - $1.5 m invested

Software and other Entrepreneurial Ventures

  • ARIO Storage Networks CA - $10mm funding project and diligence
  • APEX Analytix Software NC – sales acceleration and $6m project
  • Avaterra Virtual Worlds CA – COO-CFO - public-listing buyout  - $5.6m raised, IPO
  • Borland Applications Software CA – communication software division mgr
  • BusLogic SCSI CA – advisor/planner - $1m raised
  • ColdStorData Archiving MA - CFO - $200k raised
  • Furndex b2B NC – Board/Founder - $4.5m raised
  • Global VR Entertainment – advisor, $5m funding advisory
  • Imagen Laser Printing CA – lead investor/diligence - $2m raised
  • IntelliSeek Metasearch OH – advisor/investor/diligence – angel capital raised
  • Internolix e-Commerce Germany - President - $4mm USA, $85m Germany
  • Lacrosse Entertainment Gaming Technology - business planning, start-up funding in progress
  • Modular Architecture Database Systems CA – EVP biz dev - $17m partnership raised in Japan
  • Micro-MRP Manufacturing Software CA – biz dev advisor
  • Neuro-Fission Intuitor Predictive Analytics NC - Strategic Advisory Board
  • Portfolio Workgroup Technologies CA – CFO - $4m raised
  • Resilience Security Appliances CA – CFO - $10m raised

Other Entrepreneurial Ventures

  • Advanced Water Treatment Solutions - re-structuring, diligence, CFO - fund raising in progress
  • ePAC Print Automation CA – diligence, business plan, $12m round raised
  • Garments Dryclean Tellers – diligence, co-Founder, CFO - $1m raised
  • ideamille Social Idea Network - co-Founder, regional entrepreneurial idea team building, coordination
  • Nussbaum Center for Entrepreneurship - entrepreneurial advisory services - 65 companies
  • XelAqua - co-Founder, water cleansing technology for fracking and remediation - re-star

International Expansion Implementation

  • EPIC Electric Motors and Generators – fund raising advisor
  • Fiberstars Lighting CA – created first European Distribution channels
  • LSI Logic CA – established European Finance Center - $7m raised, diligence
  • Raychem Components & Materials CA – established European Finance Center
  • Remington Sports NC – VP Sales $425m, established Switzerland Finance Center
  • Trinity Consulting – established  multi-client Germany & France Distribution Networks