Investor Capital Experts and Business Development for …

Posted: February 28, 2019 at 2:45 am


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Matches with Clients

Visionary took the time to understand my expertise and the consulting relationships I was seeking. Visionary brought me into their client engagements with a security IoT company, and a digital assets hedge fund, and secured me projects to prepare investor materials and advise on the capital raising process.

-- Finance Professional, London

Every time that Visionary presents me investment opportunities, they are relevant to my focus, high caliber, and with accomplished management teams. I have made one investment thus far and I am working with Visionary build out that venture while reviewing other opportunities together.

-- Private Investor, Vancouver/Hong Kong

I interned at Visionary and then hired them to support me with my career goals. They supported me to prepare my overview materials, and advised me on how to approach key relationships based on my particular interests and skills in food justice. They made targeted introductions and I was was able to secure an internship with a urban agriculture firm."

-- Professional, New York City

Visionary worked with us in office to advise on our business plan and CSR Database & Research Report product launch. Visionary partnered us with a leading sustainability focused conference company and supported the negotiation of a co-selling relationship. This led to customers for our inaugural research report, including Fortune 500 brand name companies.

-- Venture, San Francisco

Visionary took the time to understand my overlapping interests in real estate and early stage technology investing. They then presented me a building operations technology company and I participated in their seed round of financing.

-- Private Investor, New York City

"I am an ongoing participant in Visionary's Referral Exchange. My referrals have resulted in new Members and clients for Visionary, and their referrals have twice lead me to be employed by industry leading firms in renewable energy."

-- Professional, New York City

Visionary hosted events and private meetings at our offices and recommend our accounting advisory services to target venture capital firms. This led to an accounting client in the health & biotech merchant bank. I have since changed firms, but kept this very trusted relationship as an ongoing client.

-- Accounting Firm, New York

Visionary has presented our angel group relevant investment opportunities, and worked with our Members to involve them in their Advisory Partner expert network. A group made commitments to a childrens early learning company, and I joined their Advisory Board. Another Member of our network with expertise in the food industry secured a consulting engagement with a company in the consumer fish industry.

-- Angel Group, New York City

Visionary has referred me to global opportunities relevant to my particular expertise and relationships in gaming, philanthropy and beyond. In a short period of time Visionary has secured me a Advisory Board role with a venture disrupting the lottery industry, and other clients as well.

-- Public Figure, Los Angeles

I was referred into Visionary by my son who knew one of the Founding Members through university. Visionary personalized their approach to me, took the time to understand my background and interests, and presented me with targeted investment opportunities. So far, I have made one investment via the Visionary Network and continue to see and consider new opportunities Visionary uncovers.

-- Private Investor, Boston

"I am an ongoing participant in Visionary's Referral Exchange. My referrals have resulted in new Members and clients for Visionary, and their referrals have twice lead me to be employed by industry leading firms in renewable energy."

-- Professional, New York City

I opted into Visionary during a powered by Visionary conference. Since then, Visionary has introduced me to entrepreneurs and fund managers with relevant investment opportunities in cannabis, blockchain, and real estate. I have invested in one real estate fund.

-- Private Investor, Los Angeles

We engaged Visionary for their Business Development as a Service. They rebuilt our CRM, supported our internal arranged meetings, introduced us to multiple firms that matched our impact focus that signed up as clients, and introduced other relationships that we hired.

-- Hedge Fund Manager, San Francisco

Visionary introduced me to a Bay Area local digital assets hedge fund and I made an investment. Visionary has also been introducing me to investors for my own hedge fund.

-- Private Investor, Los Angeles

Visionary Featured our non-profit during their end of year impact arranged meetings, and at their bi-coastal holiday party in NYC and San Francisco. We were able to secure donations and make new meaningful connections.

-- Non-Profit Organization, Palo Alto

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February 28th, 2019 at 2:45 am

Posted in Personal Success