Meet the Team

For over two decades, our team has worked with founders, company management teams, and venture capital fund managers. We are a multi-generational team with unique backgrounds and collective experience in each role of the venture ecosystem: entrepreneurs, secondary investors, direct investors, and limited partners.

Samuel Levitz

CEO and Founder

Mark Sawyer

Senior Advisor

Stephen King

Sr. Advisor

Richard Cloutier

PhD, CFA

Jeremy Funk

Board Member

Christopher Deloach

Operations Manager

Billy Dickson

Marketing Executive

Lara Borja

Executive Assistant

Samuel Levitz

CEO and Founder

Mark Sawyer

Senior Advisor

Stephen King

Sr. Advisor

Richard Cloutier

PhD, CFA

Jeremy Funk

Board Member

Christopher Deloach

Operations Manager

Billy Dickson

Marketing Executive

Lara Barela

Executive Assistant

Schedule A Meeting

Connect with our team to explore tailored financial solutions designed to meet your unique goals. Let us guide you through growth and capital strategies with precision and expertise.

We onboard a maximum of 10 new strategic partners each quarter, by application only, to maximize your chances of securing the capital you need.