WIMS Consulting for Funds & Investors: Private Equity, Family Office, Venture Capital & Th

Your Fund and its Portfolio Companies’ Future Partner for

Marketing, Sales, Finance, Operations, Investor Relations, Development, & More.

Your Private Equity, Venture Capital, or Family Office fund is undoubtedly already great at its core functions. Between raising funds, selecting the right portfolio companies to deploy capital to, and managing the day to day operations we suspect that you’ve got those things covered, or at least you have a solid handle on them.

Where we come in is supporting your fund and its portfolio companies with everything else.

The primary mission of WIMS Consulting is to help your fund and its portfolio companies generate a higher ROI not only internally, but on behalf of your investors as well. We can assist with scaling your investments to help increase valuations in advance of additional funding rounds, liquidity events, exits, or IPOs. We can provide a lot of different services, create and implement a robust strategy, and execute each tactic, but everything that we do truly boils down to that one single objective of adding more value to your firm.

Our approach and work product is all meant to be measurable, KPI (Key Performance Indicator) focused, metrics-based, results-oriented, and top and bottom line enhancing. We are dedicated to staying ahead of the curve by always learning the latest and most innovative best practices along with the most efficient way to implement them.

The role we can play will vary based on your fund/company’s existing and/or desired structure. WIMS Consulting can function as various fully outsourced departments, or as your external CMO, Head of Sales, CFO, support team, etc. Or we can simply act as a consultant/solutions provider on a specific project.

It is our aim to provide concierge level service and be the “easy button” you press when you just need and want to focus on your core functions yet need to get everything else done too.

Our Value Proposition the reason we will make a great partner to your fund and its portfolio companies’:

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Deploy us to help manage and scale your portfolio companies’ in any of the areas we highlight throughout our practice areas.

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Consolidate various consultants, departments, service providers, and bring under one firm to help streamline operations, maximize areas of expertise, and achieve economies of scale.

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We help aggregate data across a variety of sources, filter it, and convert these metrics into a compelling story to ensure your investors, board members, management, and stakeholders remain informed and happy with progress across the entire fund and its portfolio companies.

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Further, when the desired results aren’t achieved and adjustments do need to be made, we ensure that story is told as well, along with preemptively bringing potential solutions to the table.

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We are entrepreneurs ourselves, yet also worked in the corporate world too. We’ve operated and grown businesses and we’ve led funding rounds. We’ve worked with and for funds directly too. Our team has acquired quite a bit of experience across a variety of stages in the growth cycle of companies and across many industries as well.

Our Services Include:

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Marketing Strategy & Implementation

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Fractional CMO

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Website Development​

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Marketing Automation

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Creative – Content Creation & Distribution

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Data Analytics

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Sales – Bus Dev/CRM Strategy & Implementation

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Salesforce.com, Zoho CRM, HubSpot, Microsoft Dynamics, and more.​

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Lead Generation

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Sales Strategy and Deployment

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Finance & Accounting

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​Fractional CFO​​

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Financial Modeling & Forecasting

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Financial Reporting

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Accounting & Bookkeeping

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Operations & Support

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Investor Relations​

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Project Management

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Administrative Support

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Software & Platform Development

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Full Stack Software & Platform Development​

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Augmented Reality/Virtual Reality Platform & Application Development

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AI & Machine Learning

Visit our website for more information or to set up a call.

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