creative capital for growth

+ innovative entrepreneurs

 

our approach

 

work on your business, not in it

our capital solutions will help you open to the next chapter

 

 

At Platinum Wealth Venture we work in a consultative way with businesses to help them clarify their story, properly demonstrate their competitive advantage and then match those companies with high net worth investors looking to invest in a small business with plans to become a large business.

 

Our firm was created to assist business owners with achieving the biggest hurdle of all for growing companies. Finding growth capital. Everyone frequently hears about Fortune 500 companies and their ability to utilize capital access to grow and expand their revenue avenues. However, in the Unites States there are currently almost 30 Million small businesses that represent 99.7% of all business in the United States and those companies do not have easy access to growth capital.

 

Our focus is working with existing businesses that have already begun operations and have demonstrated revenue generating capability and now require strategic guidance and financial assistance to break through to the next level. We can assist with not only access to capital investors but also preliminary items such as formalizing your story and presentation, valuation and capital structure across a broad range of industries.

 

With a strong network of banking, investment, legal and accounting contacts we provide our clients with a one stop shop for capital growth plans. Our goal is to provide capital solutions that allow you to focus on what’s most important, growing your business.

 

 

 

finding what works was key

now finding the capital to grow, that’s on us

 

our solutions

 

If you are running a small business you have quickly learned that capital for expansion is difficult to find.  Banks are looking for at least three years of profitable income statements and the public markets or large investment firms are looking for businesses that have top line revenues in excess of $50 million dollars.

 

 

to execute on growth opportunities it requires the support of an innovative capital platform– we will help you to create that

 

david potter

managing director

There is a solution for this capital requirement and that is working with a firm that can identify opportunities and match investors with those growth business models.  Our approach is not overbearing in that we are not necessarily looking for a quick exit via a public issue for your company.  As an investor in a business we are interested in considering multiple monetization opportunities including finding traditional bank financing for your company as you continue to grow, or merger and acquisition opportunities, or possibly simply accelerated cash flow structures.  Our goal is to maximize the opportunity for both the business owner and the investor.

 

Taking on investors does not always have to mean you lose control of your future or your business plan.  Investors are typically making a decision to invest that is heavily weighed on the quality of management and one thing we don’t want to see is quality management lose control and ability to execute.

 

We are the first step to future Balance Sheet structures that can be much more dynamic as your business grows. To execute on growth opportunities it requires the support of an innovative capital platform. Platinum Wealth Venture will help you to create that.

 

 

 

let’s talk about how we can help

call or email us to start a conversation

David Potter has 25 years of experience in the financial services industry. Past experience involves expertise in business valuation with a National Accounting firm prior to joining one of the leading North American Investment firms where he served as a Senior Vice President in charge of retail operations.

 

Throughout his career David has worked primarily with business owners and understands the complexities facing all business owners regardless of the sector they operate in.  Combining skills in the financial markets with a background in accounting is a required combination for designing capital acquisition strategies.

 

 

call 813 579 1662

mon - fri | 8am - 5pm

email dave

anytime 24/7

 

let’s talk

 

say hello to david potter

founder and managing director

 

 

 

 

 

100 north tampa street | suite 1600 | tampa, florida 33602

 

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creative capital for growth

+ innovative entrepreneurs

 

our approach

 

work on your business, not in it

 

our capital solutions will help you open to the next chapter

 

At Platinum Wealth Venture we work in a consultative way with businesses to help them clarify their story, properly demonstrate their competitive advantage and then match those companies with high net worth investors looking to invest in a small business with plans to become a large business.

 

 

Our firm was created to assist business owners with achieving the biggest hurdle of all for growing companies. Finding growth capital. Everyone frequently hears about Fortune 500 companies and their ability to utilize capital access to grow and expand their revenue avenues. However, in the Unites States there are currently almost 30 Million small businesses that represent 99.7% of all business in the United States and those companies do not have easy access to growth capital.

 

Our focus is working with existing businesses that have already begun operations and have demonstrated revenue generating capability and now require strategic guidance and financial assistance to break through to the next level. We can assist with not only access to capital investors but also preliminary items such as formalizing your story and presentation, valuation and capital structure across a broad range of industries.

 

With a strong network of banking, investment, legal and accounting contacts we provide our clients with a one stop shop for capital growth plans. Our goal is to provide capital solutions that allow you to focus on what’s most important, growing your business.

 

 

 

 

finding what works was key

now finding the captial to grow, that’s on us

let’s talk about how we can help

call or email us to start a conversation

 

let’s talk

 

say hello to
david potter

 

founder and managing director