iStock_000003478614MediumCompass has been advising and investing in privately-held companies since 1997.

As advisors, we help clients define effective, practical strategies for raising the capital they need. Based on this strategy, we then help our clients develop investor-oriented business plans, financial projections, presentations, and other offering materials We typically work closely with our clients’ attorneys on the financing strategy, legal structure, and materials to minimize potential issues. We are passionate about exceeding our clients’ expectations.

As investors, we are actively involved with the CEOs of our portfolio companies, and their boards, typically holding one or more board seats. We strive to create enduring value for our investors, and to be effective, value-added board members and advisors to management.

Compass’ partners and advisors collectively have over 200 years of experience across a wide variety of sectors, and long-standing relationships with a number of investors – both individual and institutional.

We value and welcome your feedback and suggestions. Use our Contact Us page to tell us what we’re doing right, or what we can improve on.