Harvard Capital Group is a Los Angeles-based private investment bank, focused on private companies seeking $1 to $20 million private equity capital.  Our emphasis is Venture Capital, Angels, Private Placements, and Strategic Investors for clients ranging from startup to mezzanine (pre-IPO) financing. 

This website has “how-to” articles, links and referrals to increase the valuation of your company, and minimize dilution.  We work with you to improve your strategic plan; fine-tune the optimum capital structure; develop a convincing Private Placement Memorandum; approach investors; and help in negotiations.  As a private investment bank, we purposely bring Wall Street expertise and Stanford/Harvard Business School precision to deals too small for the big Wall Street firms.  It is an under-serviced market, one which contains most American businesses.

We can help you get the capital you need to grow your idea, whether it's Venture Capital for an biotechnology startup, or a private placement with a strategic partner for a manufacturing company.

In other instances, we can help prepare you for your initial public offering, acquire or merge, or even sell your company because its a perfect time.  If we don't think we can add extraordinary value, we decline the project.

We work with you to eliminate "anomalies," build on hot-button features, fine-tune strategies, and boldly restructure deals... all with a view to add value as measured by the client's objectives.

Be sure to bookmark our Entrepreneur's Toolbox, packed with resources just for you.  There, you'll find critical resources for high-tech CEOs:  "how-to" articles, networking support groups, and contact names to some of the best venture capitalists, attorneys, and bankers in the industry.

Because we work on smaller deals, we prefer clients that are within two hours of our backyard in Southern California, but we accept clients anywhere in the world where we can help maximize value.  If you want to get things started today, click here.  I suspect you want to act quickly.

 

Hot Tip:  Need a smart summer intern to help you on your project this summer?  We've got one we can recommend strongly.

• Privately-held corporation.

• Current revenue under $35 million.

• Startup to Mezzanine (pre-IPO) capital.

• Proprietary technologies.

• Enormous growth potential.

• Possibility to dominate a niche.

• Needs expansion capital yesterday.

Typical Transaction Size:

• $1 to $20 million equity.

Typical Solutions:

• Private placement.

• Venture capital.

• Strategic alliance.

Our Strengths:

• Value-Added Strategic Planning.

• Repositioning Company for Maximum Valuation.

• Writing Business Plans & Placement Memoranda.

• Streamlining Complex Strategies and Projects.

• Identifying Best-Fit Investors and Structure.

• Access to Capital.

Typical Process:

1.  Strategic analysis of company and industry.

2.  Restructuring business or organization to make more attractive to investors.

3.  Determine appropriate valuation and capital structure.

4.  Identify target investor type.

5.  Draft private placement memorandum.

6.  Approach investors.

7.  Close transaction.

8.  Post-transaction monitoring.

Typical Fee Structure (Equity Transactions):

• Value-added retainer (usually $10K to $40K against measurable milestones).

• Success fee (usually 6% to 10%).

• Warrants and/or stock (structure varies).

Other Services:

• Valuations (fair market value opinions).

• Debt financing on referral basis.

• Board membership; ongoing value added.