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.
 

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

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.

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.

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.

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.
 

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.

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.
 

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.

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.

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.

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.