Case Study

Aperity, A 13 Year Overnight Success

The Need

Resources

The Story

Services Utilized

Data Room Management

A data room is a shareable online repository of any and all files that will be required in the due diligence process when raising capital or selling your company.

Dynamic Budgeting & Forecasting

Financial models combine historical company performances, market data, and assumptions about the future to forecast everything from capital needs to hiring plans.

Monthly Financial Reviews

Venture First holds monthly meetings with clients where we discuss the previous month’s financial performance and refresh the forecast. Depending on what stage our client is in, we will adjust our meeting deliverables appropriately.

Equity & Debt Capital Structuring

Aperity CEO John Madalon

—John Madalon, CEO

The Team Behind It

Build something exceptional.

Work with exceptional people.

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