At W.B. Investments & Venture Capital, we partner with entrepreneurs & investors to provide the capital, expertise and relationships necessary to build market-leading businesses. Whilly Bermudez connects qualified entrepreneurs with active VC's, angel investors and lending sources. In addition, Whilly Bermudez Associates provides services to help entrepreneurs prepare for investment, such as helping them create compelling business plans and presentations, advising them on strategic business direction, and preparing them for investor scrutiny.
Entrepreneurs are introduced into a network of active investors who rely on our firm to bring them qualified investment opportunities. Whilly Bermudez Associates also offers Business Plan writing for our entrepreneurs.
We have built that track record by:
- Providing marketing and strategic positioning expertise
- Providing business development and strategic introductions
- Helping to raise additional capital
- Providing in-house legal counsel
ENTREPRENUERS
Finding entrepreneurial capital can be very difficult and time-consuming. Banks are little help. VCs fund only a handful of the sexiest ventures. At some point, the founder's resources run thin. Welcome to the realm of Angels!
Angels provide money, advice, expertise, and contacts. In turn, they seek high returns and the personal satisfaction that accompanies being involved with a successful venture. They are ideal partners for early stage and high growth ventures.
Angels invest an estimated $60 billion each year in early stage ventures. They are typically investors with net worth over $1 million and annual income over $200,000. Angels typically invest between $10,000 and $250,000 in any single venture. The number of Angels is rising. Economists estimate that 6 million households now have a 7-figure net worth.
Angels come in many different shapes and sizes. Traditionally, Angels are between 40 and 60 years old, hold advanced degrees, and typically have prior startup experience and annual income between $250,000 and $1,000,000. New Angels are often much younger and come from very diverse backgrounds.
Most Angels want to contribute more than money. They seek the satisfaction that comes from being a leader, an advisor, a counselor, or a board member. They want to give back and make a real difference by investing in the entrepreneurs that are so critical to our economic and social success. And they love to be associated with a winner. Do you need the perfect Angel? She's up there somewhere, and we'll help you find her!
THE FUNDING PROCESS
We target entrepreneurs who have the character and ambition necessary to build world-class companies and look for products which bear a strong innovation potential and market domination.
- SUBMIT YOUR PLAN
- EVALUATION PROCESS
- AFTER FUNDING
SUBMIT YOUR PLAN
Tell us how you intend to build your company. A business plan should contain the following:
Business
Describe your company, business goals, product or service concept, and positioning.
Team
Introduce your team with full resumes including information on existing board members and advisors. What are your hiring plans?
Product
What product or service will your company offer? What's different or unique about your offering? What customer problem does it solve? What is your sustainable competitive advantage? Who are your current and future competitors, and how is your product better?
Market and Sales Strategy
Describe your customer and your target market. What is the total market size? What is your sales strategy and proposed sales channel? Capital Needs and Existing Capital Structure How much money will your company need? Describe the existing ownership of the company.
Financial Projections
Provide current financial statements and proforma statements of cash flow, profit and loss, and balance sheets on a monthly basis for two years and annual projections for three additional years.
EVALUATION PROCESS
We look at every plan we receive. For those plans that pass our initial screening, meetings are scheduled for follow-on discovery and exploration. We pride ourselves on rapid analysis and decision-making
We view each investment as a long-term relationship, spanning five to ten years, so we expend considerable effort in evaluating personal chemistry along with the business fundamental.
Submit
First, we receive your business plan.
Review
A venture partner will review your plan, generally within ten business days.
Meet
If there is a fit between A-venture investing profile and your company, we will meet and discuss your plan.
Evaluate
As we evaluate an investment, we look at the market, the people, and the products or services.
Decide
As the final step, we will invite you and your team to present to us at a partners' meeting. If we agree, we will offer a term sheet for your consideration.
Funding
Our investments range in size. We invest for the long haul, not 'quick flips,' and look for entrepreneurs with a similar perspective.
AFTER FUNDING:
Recruiting
All young companies face recruiting challenges. We can play an active role in identifying critical hires and recruiting to fill those needs. We work closely with leading search firms, and draw on our broad network to help surface the right talent.
Network
We make introductions at high levels with prospective business partners, as well as help with referrals to professional service providers. Whether legal, financial or operational, we have the connections you need.
Planning
We provide assistance in tuning the business plan and sales strategy, developing the product or service, and refining other aspects of the new business.
Board
Typically, we are represented on the Board of Directors to provide active support to the management team. We assist our portfolio companies with strategic and policy decisions, as well as provide an outside perspective on factors that may influence the growth of the company.
INVESTORS
Finding private venture investments that match your interests can be frustrating and time-consuming. And many great opportunities in your own backyard may never reach your desk. We can help!
Are you a Whilly Bermudez Investment candidate?
- Do you wish to invest $5,000 to $500,000+ in ventures that match your interests?
- Are you a capital risk-taker seeking exceptional return on investment?
- Do you look for opportunities below the VC radar?
- Do you want to be involved with an exciting entrepreneurial venture?
- Are you an eager participant, advisor, board member, or advocate?
- Do you expect rewards beyond financial?
