& Alternative Energy
Device, Pharma, Bioinformatics
Securities, Legal Services, Real Estate
Goods & Services, Food, Beverage
- Develop, write
business plans and presentations for companies and founders seeking
- debt / bank
- to be acquired
alliance / corporate partner
- customer relationship
- asset reorganization
- investor visas
- Management consulting
/ counseling for founders and senior executives on priorities, organization,
- Market and financial
- Product roll-out
planning; market analyses; annual product marketing planning; ACT database
/ sales management implementation; product positioning strategy;
and Industries Served
and Alternative Energy
- Apollo Solar
Services, Inc., Los
Gatos, Ca. Prepared revenue and cost forecasting model for company
launching services for solar trough power plant construction. Prepared
market analyses, identified prospects. Designed website, communications
- Energeo, Inc.,
San Francisco, Ca. Prepared market analyses for start-up company building
small (200Kw) transportable biomass-fueled power plants for undeveloped
countries. Located potential equity sources.
- Enova Systems,
Inc. Torrance, Ca. For this publicly-traded company with components
for electric and hybrid vehicles, developed S-1business plan for raising
additional financing. www.enovasystems.com
- Solar Electric
Engineering, Rhonert Park, Ca. Conducted market research to define
product strategy for $1MM solar-powered consumer products company.
Wrote test market advertising plan
Device, Biotech, Bioinformatics
- AutoSafe Medical,
Inc., Atlanta, Ga. Business plan for safety syringe/needle company raising
- Biofield Corp.,
Atlanta, Ga. Consulted in strategic planning process for company with
breast cancer detection technology. Consulted on corporate identity,
logo and product positioning.
- E-Script LLC, Walnut
Creek, Ca. Business plan for online prescription service for pharmacists,
physicians, seeking strategic partner. www.erx.com
- LifeSpex, Inc.,
Kirkland, Wa.Two business plans for medical device company with new
technology to detect cervical cancer seeking first and second rounds
venture capital, $5MM and $10MM.
San Francisco, Ca. Business plan for natural/homeopathic pharma products
online company seeking 2nd round financing.
- Medical Technology
Consultants, Atlanta, Ga. Advised on project for MTC's bioinformatics
client, with human genome Internet-based data mining capability.
- Medical Technology
Consultants, Atlanta, Ga. Advised on project for MTC's drug discovery
"lab-on-chip" client. Recommended potential markets, customers,
- Medical Technology
Consultants, Atlanta, Ga. Consulted on market opportunities for anthrax/bio-terror
detection device client.
- NexGenics, Inc.,
Atlanta, Ga. Business plan for company with proprietary DNA-based process
that destroys brain tumor cells seeking $10MM funding.
- Seeinglong Pharmaceuticals,
Shanghai, China Consulted on strategies and tactics for developing business
plan and raising financing for company with patented, novel, effective,
biologics-based treatment for cancer patients' intractable pain.
- Axis, Scotts Valley,
Ca. Business plan for bar coding equipment reseller seeking capital.
- California Microelectronic
Systems, Inc., Scotts Valley, Ca. Business plan for $2MM PC distributor
to Russia seeking $2MM.
- Chemical Safety
Corporation, Emeryville, Ca. Business plan for provider of hazardous
materials regulatory reporting software seeking $5 million for Internet
- Clean Environment
Equipment, Oakland, Ca. Consulted on sales force compensation plan.
- Digital Welding
Systems, Inc., Sunnyvale, Ca. Manufacturers' rep/distributor /VAR supplying
specialized equipment and tools to semiconductor, pharmaceutical, aerospace,
energy, and food processing industries. Manage operations and finance
and accounting. Developed business expansion plan. Developed, designed
and programmed corporate website using Dreamweaver. Developed employee
handbook, operations procedures and policies manual, employee/customer/OEM
confidentiality agreements, employee job descriptions and performance
appraisal processes. Created and managed database of prospective customers,
to be used for implementing marketing programs. Developed marketing
strategies and materials. Advised on relationships and contracts with
U.S. and overseas suppliers. Consulted on sales forecasts. Managed two
- InfoNet Solutions,
Fremont, Ca. Conducted name generation process for distributor of media
storage devices, resulting in company's selection of recommended new
- Peridott, Inc.,
Santa Clara, Ca. Business plan for water-treatment device company seeking
- Smart Touch, LLC,
Berkeley, Ca. Developed research plan, hired and managed team of researchers
to identify markets for biometric verification device.
- The CAD Group,
Inc., Santa Cruz, Ca. Business plan for gate array simulation software
firm raising $2MM
- Club Travel, Inc.,
San Ramon, Ca. Business plan for B2B Internet travel site seeking first
- CoachList, San Ramon, Ca. Review PPM business strategy sections for online sports marketplace site.
- Double Eagle Systems,
Inc., Sunnyvale, Ca. Business plan for $1MM golf course management software
firm seeking second stage financing.
- Heuristicrats Research
Inc., Berkeley, Ca. Created marketing brochure for artificial intelligence/parallel
processing consulting firm. Brochure successful in generating client
base for this firm.
- iBuilding Technologies,
TA Engineering, Moraga, Ca. Business plan for building automation /
control software firm seeking $5 million for Internet launch. www.ta-eng.com
- Inteletext, Inc.,
Santa Clara, Ca. Business plan for interactive TV company seeking 2nd
- Interstate America
(eXitSource), Atlanta, Ga. Business plan for firm with online database
of freeway retailers moving to wireless website, seeking $15 MM. www.zenrin.com
- LoadLink Inc. Addison,
Il.. Business plan for transportation/logistics software firm seeking
$6MM in late-stage financing.
- Lockheed Datacom,
Los Angeles, Ca. Wrote article on L.A.'s computerized parking ticket
system, published in magazine for city managers.
- Production Technology,
Inc., Fresno, Ca. Business plan for brokerage software company seeking
- SGH Multimedia,
Inc., Tel-Aviv, Israel . Developed objectives, strategies, marketing
plan, web site structure, copy for online entertainment service. www.neora.com
- Shira Computers
Ltd., Kfar Saba, Israel. Business plan for $4MM digital pre-press software
company seeking funds for worldwide expansion. www.shira.com
- Spark Online, San
Francisco, Ca.. Business plan for internet media planning/buying ASP
seeking second, third rounds.
- Synergic Game Hive,
Tel-Aviv, Israel. Business plan for online game company seeking expansion
- Sun Bear Systems,
Inc., Oakland, Ca.. Supervised Marketing Manager for law office software
company. Recommended firing manager and then, selling company, due to
poor performance of both.
- Transamerica Corp.,
San Francisco, Ca.. Consulted on new product roll-out planning and marketing
in CD-ROM/online information services industry. Prepared beta test research
program; designed consumer research program; developed new product roll-out
and marketing plan.
- Tecor, Inc., Santa
Cruz, Ca. Business plan for medical office software company seeking
- Vikarta, San Ramon,
Ca. Edited Executive Summary of business plan.
- Xy-Blue Inc., Toronto,
Canada. Business plan for film virtual set design firm for investor
San Francisco, Ca. Business plan for property management back office
ASP seeking second round financing.
- American Communications
& Engineering, Inc., Simi Valley, Ca. Business plan for $3MM audiotext
firm seeking alliance with Sprint, MCI
- NetFormX, Ltd.,
Saratoga, Ca., Tel-Aviv, Israel. Business plan for network design and
documentation software company seeking $5 million in late stage financing.
- Proxy Message Centers,
Brisbane, Ca. Developed business-to-business marketing strategies for
$10MM answering service firm. Created, wrote direct mail marketing campaigns.
Wrote TV ad copy.
- VoiceBank, Inc.,
Brisbane, Ca. and Dallas, Tx. Business plan for $1MM voice mail service
bureau raising $2MM. Later, acting Director of Marketing for $2MM voice
mail service bureau. Developed business-to-business marketing strategies.
Trained sales reps and distributors. Negotiated agreements with vendors.
Developed marketing communications and user materials, wrote ad copy,
developed company names and logos. Conducted market research. Wrote
article published in telecommunications magazine.
- Voice Technology,
Inc., Dallas, Tx. Prepared market presentation given to Lockheed by
$2 MM voicemail equipment distributor. Later, prepared business plan
to raise capital.
- Zacson Corporation,
Pleasanton, Ca. Consulted on marketing plan for telemarketing service
Securities, Legal, Professional Services, Real Estate
- Emmett A. Larkin
Co., San Francisco, Ca. Business plan for largest regional brokerage
firm seeking strategic partners and capital; later planning expansion
into Internet services. Developed proposals, marketing materials, brochures,
speeches, slide presentations -- all for new services to new market
- HBR Properties,
Inc., San Francisco, Ca. Business plan for $8MM hotel partnership seeking
$30MM debt restructuring.
- Interactive Multimedia
Assoc., Washington DC. For this trade organization, consulted in research
and development of concept and plan for new trade show. Trade show became
E3, the dominant trade show for video game industry.
- Methven & Associates,
Berkeley, Ca. Advise law firm on financial, operations and marketing
issues. Hire contract attorneys and administrative staff.. www.methvenlaw.com
- Ocean Ridge Golf
and Beach Club, Banner Elk, N.C. Business plan for limited partnership
seeking to raise $18 million. www.oceanridge.com
- Sunnyside Nurseries,
Inc., Salinas, Ca. Business plan for largest commercial nursery in California
undergoing Chapter 11 reorganization and seeking financing or buyer
of assets. www.sakata.com
- Synergy Capital
Group, LLC, Tucson, Az. Business plan for finance company seeking 2nd
round financing for asset-securitized investment products, hedge funds.
- Welty Capital,
Inc., Lafayette, Ca. Business plan for financial planning/brokerage
firm raising equity.
- Claire Harrison
Assoc., San Francisco, Ca.Business plan for public relations firm seeking
to be purchased.
- Asiatheque, Langues
et Mondes, Paris, France. Consult for French publisher of books on culture,
art, literature and languages of Central Asia, Middle East, Central
Europe, Far East and Southern Asia. www.asiatheque.com
- Direct Language,
Inc., San Francisco, Ca.. Business plan for $6MM publisher of Hispanic/Asian
Yellow Pages seeking alliance with PacBell, GTE.
- Electronic Entertainment
Expo, San Mateo, Ca. Designed and conducted initial research to develop
concept of and positioning for this show. Prepared 3-year strategic
plan for leading trade show in interactive electronic entertainment
- Garden Magazine,
Palo Alto, Ca. Business plan for publication seeking capital.
- GamePro Magazine,
San Mateo, Ca.. $40 MM division of IDG ($1.1Bil international publisher
of MacWorld, PCWorld, etc.) with magazines targeted to video game players.
For start-up GamePro Magazine, conducted search for equity capital.
Consulted on sale of GamePro to IDG. Assembled network of sales
reps, who generated $2MM in revenues first year. Created promotion and
advertising strategies, wrote copy, developed marketing materials for
magazine and television show. Supervised GamePro's Marketing
Manager for 6 months. Supervised development of annual marketing plan.
Designed, implemented, analyzed market research studies. Conducted national
search for Circulation Director, Art Director, Publisher positions.
Analyzed competition and developed pricing strategy for advertising
sales for GamePro cable TV show. Acted as Broadcast Manager for TV show.
Conceptualized and developed proposals for trade shows. Researched European
video game markets. Met with potential licensees overseas.www.idg.com
IDG, San Mateo, Ca. Annually, developed and wrote annual 100 page White
Paper on Home Electronic Game Industry for distribution to industry
senior management worldwide. www.idg.com
- The Learning Annex,
San Francisco, Ca. Business plan for leading national adult continuing
education firm seeking corporate partner. www.learningannex.com
- Momentum Magazine,
IDG, Redwood City, Ca. Business plan for publication seeking $1MM from
parent company. . Performed all market and consumer research, including
focus groups, to assess demand for new publication. Prepared presentation
for IDG Board for internal funding.
- SuperPlay, Inc.,
Redwood City, Ca. Business plan for magazine for video gamers seeking
to be acquired.
- Westar Media, Inc.,
Redwood City, Ca. Business plan for $11MM publisher of five regional
magazines looking to be acquired www.westarmediagroup.com
- Westar Media, Inc.,
Practical Homeowner, Redwood City, Ca.. Business plan for publisher
seeking financing for acquisition of magazine.
- The West/In America,
Redwood City, Ca. Performed competitive market analysis for TV show.
Goods, Services, Food, Beverage
Berkeley, Ca. Business plan for book search engine seeking funding.
Union City, Ca. Performed preliminary market study to assess competitive
- Design Your Environment,
Sausalito, Ca.Prepared business plan for retail-based home improvement
design kit, seeking partnerships with major home improvement retail
- EcoHaul, Petaluma,
Ca. Consulted with founder on strategies, tactics, organizational priorities.www.ecohaul.com
- GP LLC, Orinda,
Ca. Advised founder of retail internet site on internal organizational
and operations issues.
- Holly Penfield
Productions, London, UK. Prepared business proposal for international
jazz singer. Handle publicity in San Francisco. www.hollypenfield.com
- Home Preservation
Services, Menlo Park, Ca. Business plan for home maintenance service
firm seeking capital. www.hps-sonoma.com
- Kaddies, Inc.,
Walnut Creek, Ca. Business plan for manufacturer of tool-carrying device
seeking financing from supplier. www.kaddiesinc.com
- Lambert Bridge,
Inc., Healdsburg, Ca.Business plan for winery seeking $3MM convertible
- Mambo.com, Menlo
Park, Ca. For event planning and invitations site seeking $15 million
third round: prepared business plan and three Powerpoint investor/roadshow
- Mollie Katzen,
Kensington, Ca. Advised in development and marketing of new products
and line extensions for best-selling cookbook author / television cooking
show host. Consulted in positioning for and roll-out of her branded
packaged foods. Advise on licensing and overall business strategy. www.molliekatzen.com
- North Beach Iced
Coffee, San Francisco, Ca. Business plan for beverage company seeking
- Stanford Women's
Club of the East Bay, Ca. As President and ongoing Board Member of 400
member club with $1 million endowment, increased membership by 33% by
successfully targeting working women under 40. Developed public relations
program, online e-mailing systems, and Club website. Expanded Special
Interest Groups. Enhanced operations and procedures.
- Vision Gallery,
Jerusalem and San Francisco, Ca. Prepared business/marketing plan for
high-end photography gallery: identified ways to expand current customer
base and to reach new customer segments. www.neilfolberg.com
- YearDisc Systems,
Inc., Thousand Oaks, Ca. Business plan for CD yearbook company seeking
- Keene Enterprises,
Inc. Potter Valley, Ca.Business plan for $1MM lumber company seeking
to be acquired.
- MSI, Inc., Boise,
Id. Business plan for minority-owned office products supplier seeking
equity. Prepared market research plan for minority-owned office products
distributor. Conducted focus groups with government contractors including
Lockheed and Northrop to refine positioning and selling strategy.
- Precision Redwood
Co., Cloverdale, Ca. Consulted on marketing plan for $4 MM redwood products
company with OEM and retail markets. www.nuforestproducts.com
- Ritz Food Service,
Santa Rosa, Ca. Developed $40MM distributor's annual strategic marketing
/ operating plans. Created company's quarterly planning / performance
review process. www.ritzfoodservice.com
Diligence, Research/Analysis/Options for Business/Finance Litigation
- For litigation
on bank negligence and liability, investigated and analyzed banking
and clearing regulations and practices and problems. Findings and reports
were used for attorney preparation for discovery and production of documents.
Recommended strategies for action.
- For private family
trust, analyzed complex financial investment contract and financial
statements to advise on options and course of action.