Aranca

Aranca is a global provider of investment research, business research, data analytics, intellectual property research and valuation services.

Aranca provides tax compliance and financial reporting services, including 409A Valuation, FAS123R Valuation, FAS 141 and FAS 142 Valuation or Fairness Opinions to privately held companies. Aranca has performed over 700 409A valuations for more than 350 companies.

In each engagement, Aranca leverages the collective knowledge and experience of a 250+ person research team whose work in investment, business and IP research offers insight to the valuation process. Aranca’s valuation team draws on the insight of investment trends, broad industry expertise and an understanding of how to treat and value IP to deliver a high quality and defensible 409A valuation.

In addition to privately held firms, Aranca also works with PE and VC firms, Law firms, Hedge Funds, Investment Banks, Broker firms, Fortune 2000 corporations, Research and Management Consulting firms among others to deliver research and advisory services. Aranca was founded in 2003 and operates from six offices in the US, UK, Europe and India. For more information, please visit www.aranca.com.

Arcstone Partners

Arcstone Partners is a national business valuation firm, offering analysis for the range of a company’s valuation needs, including: regulatory compliance, tax, transaction support and litigation. Arcstone Partners works with businesses of every type and size from the early stage private company to the longstanding public corporation.

The Arcstone team offers years of experience, combining financial know-how, business acumen and real-world experience in investment banking, private equity, venture capital, law and public accounting.

CB Insights

CB Insights provides information and insight on high growth private companies. The platform delivers private company and investor profiles accompanied by updated information, news and analytics. CB Insights is used by those in investment management, venture capital, private equity, investment banking, corporate development, corporate strategy, advisory firms and angel investment.

Delta Hedge

Delta Hedge offers cross-asset software solutions to increase profitability, speed, risk mitigation and efficiency on hedging, pricing and risk management for banks, insurance companies, asset managers, pension funds, investment funds, corporate treasurers & hedge funds.

Delta Hedge has created patent-pending technological innovations, which aim to solve the following issues for the financial industry:

Delta Hedge has created so-called “Interactive Deformable Computer Graphics” (IDCG), which enable the ability to discover complex risks e.g. in structured products and portfolios. Any type of market/credit/counterparty/hedging risks can be graphically simulated and watched like an animation, thereby supporting the reporting of otherwise non-transparent risks and Graphical Dynamic Hedging (GDH).

Delta Hedge specializes in structured products, volatility and correlation surfaces, inflation-modeling, integrated risk management, and an extensive mathematical library for any type of state-of-the-art financial calculation methods.
 

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

HedgeFund.net

HedgeFund.net, owned by Channel Capital Group Inc., is a source for hedge fund news and performance data. Investors who meet HedgeFund.net's accreditation standards are eligible for access to the site's database of information on more than 7,000 hedge funds, funds of funds and CTA/Managed Futures products. HedgeFund.net is used by accredited investors to keep abreast of industry news, monitor existing hedge fund investments, and review fund information in anticipation of making allocations to the asset class.

JCF Consulting Inc. & JCF Capital Advisors, LLC

JCF is a combination capital advisory and management consulting firm with a network of angel capital, family office, venture capital, private equity, and institutional investors.

JCF’s advisory services and investor network enables clients to optimize the likelihood of funding and obtain the appropriate sources of capital at reasonable terms at the highest acceptable valuation. JCF works to minimize risk, uncertainty, and timing associated with the complex nature of funding new and emerging ventures.
 

Sageworks, Inc.

Sageworks is the leading source of accurate private company industry data for financial professionals an dbusiness owners. This new web-based platform allows users to mine proprietary private company financial data entered by approximately 8,000 accounting firms throughout the US and Canada.

• Look at time-series trends by NAICS code, financial metric, company size and location
• Compare private company trends to public company trends within like industries
• Compare industry performance over multiple industries
• Compare a single company’s performance to industry norms
• Export graphs, charts and fiscal data to Excel

SVB Analytics

SVB Analytics provides valuation services and corporate equity administration software for private technology and life science companies. SVB Analytics offers fair market valuations for compliance with IRC 409A and FASB ASC 718 (formerly SFAS 123R). eProsper, which is majority owned by SVB Analytics, offers capitalization tracking and options accounting. SVB Analytics is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with Silicon Valley Bank, SVB Capital, SVB Global and SVB Private Client Services, which serve the unique needs of technology, life sciences and venture capital firms. More information on the company can be found at www.svb.com/svbanalytics.

SVB Analytics is a non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. Products and services offered by SVB Analytics are not FDIC insured and are not deposits or other obligations of Silicon Valley Bank. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System and it is the California bank subsidiary of SVB Financial Group, which is also a member of the Federal Reserve System.

VC Experts.com, Inc.

VC Experts serves the needs of the private equity and venture capital communities with its anchor product, The Encyclopedia of Private Equity and Venture Capital by combining substantive commentary on the private equity and venture capital industries with online learning courses. The VCExperts.com site includes current industry news, model legal forms, The Glossary of Private Equity and Venture Capital, the online University and 8,000-page Encyclopedia of Private Equity and Venture Capital.

The Private Equity Data Center (PEDC) is an online database of U.S. venture capital portfolio companies and the associated terms and valuations of those companies during their rounds of financings. With hard data collected from federally filed documents, the database provides a more accurate intelligence resource for entrepreneurs and fund managers as to how previous venture investments have been structured. In addition, it provides valuable valuation data for startups who utilize the comparables market approach. The Private Equity Data Center is owned and operated by VC Experts.com, Inc.
 

VentureDeal

VentureDeal is a venture capital database that provides information about venture-backed technology companies, venture capital firms and transactions in the United States. VentureDeal is updated daily and offers access to detailed and actionable information for investment goals, business development and venture capital financing search.

Virtua Research

VIRTUA RESEARCH: Web-based interactive modeling solutions

Virtua Research is a financial services technology company that develops and builds research modeling tools and products. Virtua Research’s combination of financial modeling technology and platform-based software analytics offers fundamental research tools..

Virtua offers stand-alone products for institutional investors, as well as customized, partnered solutions for third-party data providers.

An international firm with offices in Boston and India, Virtua Research is committed to world-class client service.

AM&AA (Alliance of Merger & Acquisition Advisors)

AM&AA is an association and credentialing body for Middle Market M & A professionals. AM&AA leadership and people have multidisciplinary expertise in the financial services industry.

AM&AA’s primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

The AM&AA alliance offers members a solid platform for professional collaboration and works to provide the entire spectrum of consulting and corporate financial advisory services to measure, build, finance, and convert business value into personal wealth.
 

Lowenstein Sandler PC

Lowenstein Sandler PC is a nationally recognized law firm with more than 270 attorneys.  The firm’s Specialty Finance practice handles mergers and acquisitions, acquisition financing, PIPEs, SPACs and other corporate finance matters for a wide array of investment funds, leading national investment banks, and issuers, in deals worldwide.  In 2007, the group assisted in more than $1.9 billion in transactions and ranked first in the nation (by dollars raised) and second in the nation (by number of transactions) for representing placement agents in PIPE transactions, and third in the nation (by number of transactions) for representing investors in PIPEs, according to The PIPES Report  and PrivateRaise.com. 

Sadis & Goldberg LLP

Sadis & Goldberg LLP is a leading New York based law firm focused on delivering sophisticated and creative legal solutions in a highly professional manner. Sadis & Goldberg LLP is internationally recognized for its financial services practice that consists of representing several hundred investment advisors and related investment entities (including hedge funds, private equity funds and venture capital funds). Similarly, Sadis & Goldberg LLP provides regulatory and compliance advice and representation in connection with SEC enforcement proceedings. Notwithstanding the emphasis on the financial services industry, Sadis & Goldberg LLP also provides a full range of regulatory, tax, estate planning, litigation, real estate, and corporate transactional services to its clients.

Weed & Co.

For over ten years, our partners have provided guidance to clients on securities transactions and disclosures. We provide our services to publicly traded corporations, private entities, broker-dealers and other investment professionals.

Accredited Members, Inc.

Accredited Members, Inc. (AMI) is a publisher of research and information regarding small/micro cap companies. AMI provides an online social networking Web site for high net-worth investors (www.accreditedmembers.com) and holds conferences for investors to meet and build relationships with small/micro cap led companies. AMI is owned by over 50 institutional investors, made up primarily of family offices and high net-worth individuals.

Arcstone Partners

Arcstone Partners is a national business valuation firm, offering analysis for the range of a company’s valuation needs, including: regulatory compliance, tax, transaction support and litigation. Arcstone Partners works with businesses of every type and size from the early stage private company to the longstanding public corporation.

The Arcstone team offers years of experience, combining financial know-how, business acumen and real-world experience in investment banking, private equity, venture capital, law and public accounting.

Crystal Research Associates

Crystal Research Associates, LLC is an independent research firm that provides institutional-quality fee-based research on small and mid-cap companies. The Company's unique and novel product, the Executive Informational Overview® (EIO®), is free of investment ratings, target prices, and forward-looking financial models. The EIO® presents a crystal-clear, detailed report on a company (whether public or private) in a manner that is easily understood by the Wall Street financial community. The EIO® details a company's product/technology/service offerings, market size(s), key intellectual property, leadership, growth strategy, competition, risks, financial statements, key events, and other such fundamental information. Crystal Research Associates has offices in New York City, Delray Beach, Montreal, and Toronto.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

HedgeFund.net

HedgeFund.net, owned by Channel Capital Group Inc., is a source for hedge fund news and performance data. Investors who meet HedgeFund.net's accreditation standards are eligible for access to the site's database of information on more than 7,000 hedge funds, funds of funds and CTA/Managed Futures products. HedgeFund.net is used by accredited investors to keep abreast of industry news, monitor existing hedge fund investments, and review fund information in anticipation of making allocations to the asset class.

Liquid Scenarios

For Private Capital Investors dissatisfied with the lack of visibility into their investment performance prior to a liquidity event, Liquid Scenarios® intelligent decision system lets founders, limited partners, venture funds, and angels adapt to the real-time changes impacting their returns instantly.

Online users of Liquid Scenarios can enter a private company name and see investment cash flow return scenarios generated using algorithms, add a new hypothetical financing round or change deal terms. On-premise licensees, such as venture funds or limited partners, get auditable valuation and transaction results faster and at potentially lower costs than their existing systems.

Sub-optimized deal terms and a lack of visibility into performance prior to a liquidity event increase the impact of negative returns on portfolios. Using Liquid Scenarios may optimize the impact of deal terms on value and cash flow, providing investors with a potential way to realize greater returns from their winners and, potentially, smaller losses from investments that don’t work out as planned.

SVB Analytics

SVB Analytics provides valuation services and corporate equity administration software for private technology and life science companies. SVB Analytics offers fair market valuations for compliance with IRC 409A and FASB ASC 718 (formerly SFAS 123R). eProsper, which is majority owned by SVB Analytics, offers capitalization tracking and options accounting. SVB Analytics is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with Silicon Valley Bank, SVB Capital, SVB Global and SVB Private Client Services, which serve the unique needs of technology, life sciences and venture capital firms. More information on the company can be found at www.svb.com/svbanalytics.

SVB Analytics is a non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. Products and services offered by SVB Analytics are not FDIC insured and are not deposits or other obligations of Silicon Valley Bank. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System and it is the California bank subsidiary of SVB Financial Group, which is also a member of the Federal Reserve System.

AM&AA (Alliance of Merger & Acquisition Advisors)

AM&AA is an association and credentialing body for Middle Market M & A professionals. AM&AA leadership and people have multidisciplinary expertise in the financial services industry.

AM&AA’s primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

The AM&AA alliance offers members a solid platform for professional collaboration and works to provide the entire spectrum of consulting and corporate financial advisory services to measure, build, finance, and convert business value into personal wealth.
 

American Endowment Foundation (AEF)

Since its founding in 1993, American Endowment Foundation (AEF) has been an independent sponsor of Donor Advised Funds.

AEF can assist donors in the process of receiving, managing, liquidating and finally enabling grantmaking from the proceeds of non-cash donations.

AEF offers individualized, creative solutions to most situations which can lead to maximized benefits for donors.

ARAM Global LLP

ARAM Global LLP and its affiliates were founded to help holders of stranded assets maximise the recovery value over the most effective time horizon and is dedicated to the asset recovery business.

With offices in London, Singapore and New York, ARAM Global’s team of professionals bring expertise in a number of credit market sectors including corporate credit, structured credit (CDOs and CLOs), Emerging Market (EM) credits as well as asset backed securities (ABS) such as RMBS, CMBS and SLABS.

ARAM Global's solutions represent an alternative to both the in-house management of problem assets and the sale of assets to distressed asset buyers. Depending on the nature of the impaired assets, solutions can take the form of advising or providing investment management services to a Trust, managed account or dedicated vehicle for certain asset strategies.

The success of the asset recovery process relies on understanding the composition of stressed assets and managing them individually and as a pool towards the specific objective of maximising recovery. ARAM Global applies a range of portfolio management techniques derived from best practices of both the buy and sell side environments. ARAM’s clients are offered institutional client-focused servicing and reporting capabilities on an ongoing basis.

Aranca

Aranca is a global provider of investment research, business research, data analytics, intellectual property research and valuation services.

Aranca provides tax compliance and financial reporting services, including 409A Valuation, FAS123R Valuation, FAS 141 and FAS 142 Valuation or Fairness Opinions to privately held companies. Aranca has performed over 700 409A valuations for more than 350 companies.

In each engagement, Aranca leverages the collective knowledge and experience of a 250+ person research team whose work in investment, business and IP research offers insight to the valuation process. Aranca’s valuation team draws on the insight of investment trends, broad industry expertise and an understanding of how to treat and value IP to deliver a high quality and defensible 409A valuation.

In addition to privately held firms, Aranca also works with PE and VC firms, Law firms, Hedge Funds, Investment Banks, Broker firms, Fortune 2000 corporations, Research and Management Consulting firms among others to deliver research and advisory services. Aranca was founded in 2003 and operates from six offices in the US, UK, Europe and India. For more information, please visit www.aranca.com.

Arcstone Partners

Arcstone Partners is a national business valuation firm, offering analysis for the range of a company’s valuation needs, including: regulatory compliance, tax, transaction support and litigation. Arcstone Partners works with businesses of every type and size from the early stage private company to the longstanding public corporation.

The Arcstone team offers years of experience, combining financial know-how, business acumen and real-world experience in investment banking, private equity, venture capital, law and public accounting.

Cresta Capital Strategies, LLC

Cresta Capital Strategies, LLC is a registered broker dealer founded in 2005. Cresta provides advisory services and specializes in the institutional placement of capital as well as buy-side and sell-side M&A for its corporate clients. The financings facilitated by Cresta typically range between $5 - $50 million and span the capital formation spectrum of private equity, venture capital, structured debt, asset based loans, mezzanine capital, venture leasing, and specialty finance.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

JCF Consulting Inc. & JCF Capital Advisors, LLC

JCF is a combination capital advisory and management consulting firm with a network of angel capital, family office, venture capital, private equity, and institutional investors.

JCF’s advisory services and investor network enables clients to optimize the likelihood of funding and obtain the appropriate sources of capital at reasonable terms at the highest acceptable valuation. JCF works to minimize risk, uncertainty, and timing associated with the complex nature of funding new and emerging ventures.
 

SVB Capital

SVB Capital is the venture capital and private equity arm of SVB Financial Group. SVB Capital Partners, the unit’s funds management group, invests in venture capital and private equity funds and directly in portfolio companies on behalf of SVB Financial Group and third-party investors. The SVB Capital family of funds exceeds $1 billion and includes co-investment funds, private equity and venture capital funds of funds, sponsored venture debt funds, and a sponsored specialty debt fund, all invested predominantly on behalf of institutional investors. SVB Capital also manages the company’s relationships with hundreds of venture capital and private equity clients worldwide, introduces entrepreneurial companies to sources of venture financing, and strengthens relationships within the entrepreneurial community.

SVB Capital is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with Silicon Valley Bank, SVB Analytics, SVB Global and SVB Private Client Services. SVB Capital serves clients across the U.S. and in technology-focused markets worldwide. Additional information is available at www.svbcapital.com.

SVB Financial Group

For nearly 30 years, SVB Financial Group and its subsidiaries, including Silicon Valley Bank, have been dedicated to helping entrepreneurs succeed. SVB Financial Group is a financial holding company that serves companies in the technology, life science, venture capital and premium wine industries. Offering diversified financial services through Silicon Valley Bank, SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services, SVB Financial Group provides clients with commercial, investment, international and private banking services. The company also offers funds management, broker-dealer transactions and asset management, as well as the added value of its knowledge and networks worldwide. Headquartered in Santa Clara, Calif., SVB Financial Group (Nasdaq: SIVB) operates through 26 offices in the U.S. and international operations in China, India, Israel and the United Kingdom. More information on the company can be found at www.svb.com.

AM&AA (Alliance of Merger & Acquisition Advisors)

AM&AA is an association and credentialing body for Middle Market M & A professionals. AM&AA leadership and people have multidisciplinary expertise in the financial services industry.

AM&AA’s primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

The AM&AA alliance offers members a solid platform for professional collaboration and works to provide the entire spectrum of consulting and corporate financial advisory services to measure, build, finance, and convert business value into personal wealth.
 

ARAM Global LLP

ARAM Global LLP and its affiliates were founded to help holders of stranded assets maximise the recovery value over the most effective time horizon and is dedicated to the asset recovery business.

With offices in London, Singapore and New York, ARAM Global’s team of professionals bring expertise in a number of credit market sectors including corporate credit, structured credit (CDOs and CLOs), Emerging Market (EM) credits as well as asset backed securities (ABS) such as RMBS, CMBS and SLABS.

ARAM Global's solutions represent an alternative to both the in-house management of problem assets and the sale of assets to distressed asset buyers. Depending on the nature of the impaired assets, solutions can take the form of advising or providing investment management services to a Trust, managed account or dedicated vehicle for certain asset strategies.

The success of the asset recovery process relies on understanding the composition of stressed assets and managing them individually and as a pool towards the specific objective of maximising recovery. ARAM Global applies a range of portfolio management techniques derived from best practices of both the buy and sell side environments. ARAM’s clients are offered institutional client-focused servicing and reporting capabilities on an ongoing basis.

Aranca

Aranca is a global provider of investment research, business research, data analytics, intellectual property research and valuation services.

Aranca provides tax compliance and financial reporting services, including 409A Valuation, FAS123R Valuation, FAS 141 and FAS 142 Valuation or Fairness Opinions to privately held companies. Aranca has performed over 700 409A valuations for more than 350 companies.

In each engagement, Aranca leverages the collective knowledge and experience of a 250+ person research team whose work in investment, business and IP research offers insight to the valuation process. Aranca’s valuation team draws on the insight of investment trends, broad industry expertise and an understanding of how to treat and value IP to deliver a high quality and defensible 409A valuation.

In addition to privately held firms, Aranca also works with PE and VC firms, Law firms, Hedge Funds, Investment Banks, Broker firms, Fortune 2000 corporations, Research and Management Consulting firms among others to deliver research and advisory services. Aranca was founded in 2003 and operates from six offices in the US, UK, Europe and India. For more information, please visit www.aranca.com.

Arcstone Partners

Arcstone Partners is a national business valuation firm, offering analysis for the range of a company’s valuation needs, including: regulatory compliance, tax, transaction support and litigation. Arcstone Partners works with businesses of every type and size from the early stage private company to the longstanding public corporation.

The Arcstone team offers years of experience, combining financial know-how, business acumen and real-world experience in investment banking, private equity, venture capital, law and public accounting.

Brisbane Consulting Group, LLC

Brisbane Consulting Group, LLC, a valuation firm based in Buffalo, New York, was formed in 1996 and specializes in business consulting, business valuations, forensic accounting, and litigation support. They have experience in business valuation procedures, methodologies, standards and reporting. Some of the assets Brisbane values includes private company stock, limited partnership interests, intellectual property, stock options and restricted securities. Brisbane also assists in the development of offering memorandums and can provide advice on the tax consequences of an asset transaction.

Brisbane Consulting Group is staffed with professionals with designations in accounting, finance, and the valuation discipline. Brisbane’s clients value the positive results that come from their knowledge, experience, and commitment to providing a quality product and client service. Brisbane Consulting Group is affiliated with all major business valuation organizations and societies including the American Institute of Certified Public Accountants, the American Society of Appraisers and the National Association of Certified Valuation Analysts.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

Pluris Valuation Advisors LLC

Pluris Valuation Advisors LLC, a valuation firm based in New York City, specializes in hard-to-value illiquid and distressed securities, and business valuations. Pluris combines valuation and technical accounting expertise in its development and application of valuation methodology, in compliance with U.S. GAAP and IFRS. Specific assets valued include auction rate securities, collateralized debt obligations, asset-backed securities, distressed debt, bankruptcy claims, restricted securities of public companies, limited partnerships and other assets that lack liquidity. Pluris' valuations are also used for tax purposes and litigation support. Our proprietary LiquiStat™ database enables Pluris to value even the most illiquid assets based on market data. Pluris clients include public-reporting entities, hedge funds, private equity funds, and their advisors nationwide.

Teknos

Teknos is a valuation firm which serves emerging growth companies and their venture capital backers. Teknos clients seek financial expertise, knowledge of technology markets, and high standards to deliver relevant and timely valuation reports.

High growth technology driven companies can contact Teknos for a valuation for issuing stock options, post-acquisition accounting, valuing the parties to a merger, or reporting the results of a portfolio.

Companies in information technology, life sciences, alternative energy and cleantech, and other rapidly moving markets can face unique challenges. The values of these companies can change quickly because of fast growth, competition, or market volatility. Unlike some valuation firms, Teknos has knowledge of technology markets and a record of working with high growth companies

Teknos produces reports quickly and economically, without sacrificing quality Please contact Teknos for more information or for advice about a particular situation.
 

Virtua Research

VIRTUA RESEARCH: Web-based interactive modeling solutions

Virtua Research is a financial services technology company that develops and builds research modeling tools and products. Virtua Research’s combination of financial modeling technology and platform-based software analytics offers fundamental research tools..

Virtua offers stand-alone products for institutional investors, as well as customized, partnered solutions for third-party data providers.

An international firm with offices in Boston and India, Virtua Research is committed to world-class client service.

Accredited Members, Inc.

Accredited Members, Inc. (AMI) is a publisher of research and information regarding small/micro cap companies. AMI provides an online social networking Web site for high net-worth investors (www.accreditedmembers.com) and holds conferences for investors to meet and build relationships with small/micro cap led companies. AMI is owned by over 50 institutional investors, made up primarily of family offices and high net-worth individuals.

American Endowment Foundation (AEF)

Since its founding in 1993, American Endowment Foundation (AEF) has been an independent sponsor of Donor Advised Funds.

AEF can assist donors in the process of receiving, managing, liquidating and finally enabling grantmaking from the proceeds of non-cash donations.

AEF offers individualized, creative solutions to most situations which can lead to maximized benefits for donors.

Aranca

Aranca is a global provider of investment research, business research, data analytics, intellectual property research and valuation services.

Aranca provides tax compliance and financial reporting services, including 409A Valuation, FAS123R Valuation, FAS 141 and FAS 142 Valuation or Fairness Opinions to privately held companies. Aranca has performed over 700 409A valuations for more than 350 companies.

In each engagement, Aranca leverages the collective knowledge and experience of a 250+ person research team whose work in investment, business and IP research offers insight to the valuation process. Aranca’s valuation team draws on the insight of investment trends, broad industry expertise and an understanding of how to treat and value IP to deliver a high quality and defensible 409A valuation.

In addition to privately held firms, Aranca also works with PE and VC firms, Law firms, Hedge Funds, Investment Banks, Broker firms, Fortune 2000 corporations, Research and Management Consulting firms among others to deliver research and advisory services. Aranca was founded in 2003 and operates from six offices in the US, UK, Europe and India. For more information, please visit www.aranca.com.

Data Discoverers

Have a new project that requires a temporary task force? Crowdsourcing allows you to instantly have workers when you need them and to disband them when you don’t. Data Discoverers is able to manage crowdsourcing platforms which give their clients access to a large, flexible, and affordable workforce.

Data Discoverers is a start-up founded by four entrepreneurial students from NYU's Stern Business School. Coming from diverse backgrounds and experiences, they provide data services to companies across industry.

This diverse portfolio of clients and services offered includes anything from lead generation for insurance companies to gathering information on investment advisors for hedge funds.

FIG Partners, LLC

FIG Partners, LLC is an employee-owned broker/dealer specializing in bank and thrift stocks. FIG Partners is owned and led by its managing principals who have backgrounds in Research, Capital Raises, Strategic Advisory, Trading and Sales. FIG Partners has created over 100 new relationships between Community Banks & Investors since inception in 2003. Fig Partners expertise includes independent research on 50 public banks and the industry at large, completion of over 40 transactions to raise new capital and provide strategic advice, and OTC market-making for 200+ banks nationwide.

Millennium Benefits Consulting, Inc.

Millennium Benefits Consulting is an employee benefit consulting and brokerage firm that was incorporated in 1998. We offer high touch, concrete consulting expertise. Unique to the industry, our partners and team members have depth of experience and diverse backgrounds that combine to make a powerful force. Our professional expertise stretches from national health plans, the recruiting industry, the human resources arena to a brokerage firm.

Silicon Valley Bank

Silicon Valley Bank is a commercial bank for companies in the technology, life science, venture capital and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. Founded in 1983 and headquartered in Santa Clara, Calif., SVB serves clients around the world through U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services. More information on the company can be found at www.svb.com.

Silicon Valley Bank is the California bank subsidiary and the commercial banking operation of SVB Financial Group. Banking services are provided by Silicon Valley Bank, a member of the FDIC and the Federal Reserve System. SVB Private Client Services is a division of Silicon Valley Bank. SVB Financial Group is also a member of the Federal Reserve System.

Square 1 Bank

Square 1 Bank is a full service commercial bank dedicated to providing financial services to venture capital firms and the companies that receive venture capital investment. Founded in 2005 by entrepreneurs to serve entrepreneurs, Square 1 has since grown to over $1 billion in assets and has 10 offices in the key technology corridors that serve more than 700 banking relationships from coast to coast. We are passionate about what we do, and this is reflected throughout the Square 1 experience. From the latest in technology-based convenience to a banker you’ll know as a long-term partner, you can expect this relationship to be responsive and genuine, clear and straightforward – we call it being Square.

SVB Capital

SVB Capital is the venture capital and private equity arm of SVB Financial Group. SVB Capital Partners, the unit’s funds management group, invests in venture capital and private equity funds and directly in portfolio companies on behalf of SVB Financial Group and third-party investors. The SVB Capital family of funds exceeds $1 billion and includes co-investment funds, private equity and venture capital funds of funds, sponsored venture debt funds, and a sponsored specialty debt fund, all invested predominantly on behalf of institutional investors. SVB Capital also manages the company’s relationships with hundreds of venture capital and private equity clients worldwide, introduces entrepreneurial companies to sources of venture financing, and strengthens relationships within the entrepreneurial community.

SVB Capital is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with Silicon Valley Bank, SVB Analytics, SVB Global and SVB Private Client Services. SVB Capital serves clients across the U.S. and in technology-focused markets worldwide. Additional information is available at www.svbcapital.com.

SVB Global

Since the early 1990s, SVB Global has been calling on international markets and building relationships with technology companies, entrepreneurs, venture capitalists and service providers worldwide. SVB Global helps technology companies and venture capital firms navigate foreign markets and identify opportunities in those markets and the U.S. SVB Global assists clients with market intelligence and furthers the company’s global strategy by developing business relationships through their teams serving Asia, India, Israel and Europe, and through SVB Financial Group’s domestic and international operations in China, India, Israel and the United Kingdom. SVB Global is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with Silicon Valley Bank, SVB Analytics, SVB Capital and SVB Private Client Services. More information about SVB Global can be found at www.svb.com.

SVB Business Partners (Shanghai) Co. Ltd., SVB India Advisors Pvt. Ltd. and SVB Europe Advisors Ltd. are subsidiaries of SVB Financial Group, are not licensed to conduct banking business in China, India or the United Kingdom, and do not engage in unlicensed banking activities. Banking services are provided by Silicon Valley Bank. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System and it is the California bank subsidiary of SVB Financial Group, which is also a member of the Federal Reserve System.

SVB Private Client Services

SVB Private Client Services provides personal financing solutions to entrepreneurs, investors and senior executives in the technology, life science, venture capital and premium wine industries. Using a variety of loan structures, SVB Private Client Services’ private bankers help clients reduce financial complexity and unlock the liquidity in their personal balance sheets SVB Private Client Services is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with Silicon Valley Bank, SVB Analytics, SVB Capital and SVB Global. More information about SVB Private Client Services can be found at www.svb.com.

SVB Private Client Services is a division of Silicon Valley Bank, the California bank subsidiary and commercial banking operation of SVB Financial Group. Banking services are provided by Silicon Valley Bank, a member of the FDIC and the Federal Reserve System. Financial advisors, wealth managers and estate planning attorneys introduced to clients by SVB Private Client Services are not affiliates of Silicon Valley Bank. Investments recommended by these or any other third-party provider of wealth management and financial planning services are not guaranteed by Silicon Valley Bank, are not insured by the FDIC, and may lose value. SVB Private Client Services does not receive any compensation for referrals made. Neither Silicon Valley Bank nor its affiliates provide tax or legal advice. Please consult your tax or legal advisors for such guidance. SVB Financial Group is also a member of the Federal Reserve System.

Trident Trust Fund Services

Trident offers U.S. and international fund sponsors an outsourced back office service supported by over thirty years experience of international corporate, trust and fund administration.

Trident’s fees are based on administration performed as opposed to fund size. In addition, an open platform of services is available.

V-Rooms

V-Rooms™ Virtual Data Rooms provide an online virtual data room solution, with pricing starting as low as $50/week, designed to make due diligence and document exchange quicker, simpler, and more secure. Whether client needs are M&A buy-side or sell-side due diligence, electronic PPM/PIPE document distribution, bankruptcy / restructuring, or project collaboration, V-Rooms provides a privately branded electronic data room (a V-Room) that enables clients to accelerate complex, information-intensive processes, while reducing the time and expenses associated with data distribution, courier, printing and travel.