We help entrepreneurs develop and refine their thesis, provide early PPM feedback, and discuss fundraising strategy and investor alignment.
Searchers often continue to develop and refine their search strategy even as they begin fundraising. We help by providing access to industry-leading research at no cost via the Trilogy/Grata ‘PPM builder’ partnership, which gives prospective searchers guided access to Grata to assist in completing a private placement memorandum. Our perspective is that deep industry thesis work is core to a successful search, even though entrepreneurs may move into adjacent or entirely new industries during the search process.
We also help prospective searchers connect with other Searchers, Operators, and industry experts to build their network in preparation for their search.
Finally, we can share our perspective on how to assemble an investor group aligned with each entrepreneur’s objectives, maximizing support through all phases of searching and operating.
I left an operating role to raise my fund, and without an MBA I didn’t start out with a well-developed network in the ETA community. Trilogy partnered with me from the very beginning, working through industry theses, providing PPM feedback, and making introductions to other investors. That led to a successful fundraise with a fantastic and supportive group of investors, and I’m super appreciative of Trilogy’s early counsel.
Juniper Valley Capital