INVESTING
I don’t have a one size fits all approach to investing. Here is the high level: I invest capital in businesses and funds. I am interested in collaborating with experienced, high-integrity leaders building unique brands. I am attracted to products and services that create positive, lasting impact for stakeholders. I serve as a brand ambassador and actively pursue ways to add value beyond capital. Have an opportunity? Learn more or get connected below.
INVESTMENT THAT EMPOWERS YOU TO REACH YOUR BUSINESS POTENTIAL.
HOW WE ENGAGE IS HIGHLY CURATED AND DEPENDS ON YOUR NEEDS AND THE NEEDS OF YOUR BUSINESS.
WHAT IS INVOLVED IN WORKING TOGETHER?
We can limit the scope of our relationship to investment, only. But for most of my clients, I offer a comprehensive approach to investing that includes financial support, business advising, and brand ambassadorship.
CASE STUDY: DESIGN PICKLE
FROM CEO, RUSS PERRY
"Jake was the original capital source for Design Pickle. A personal lending vehicle
with friendly terms to allow us to invest in our first large trade-show event. This was my initial introduction to the power of capital and how to deploy and we were able to repay the loan (probably too fast for him to even make anything), and we continued to stay connected until he participated in our larger deal.
It's with Jake's guidance and experience that gave me the confidence in myself and the business to seek out and land the first large institutional investment in Design Pickle.
Working with Jake is like working with a trusted friend and advisor from day one. I highly recommend anyone to invite him into your proverbial inner circle."
REVENUE GENERATING
INVESTMENT ALIGNMENT:
CASH EFFICIENT/ SCRAPPY
UNIQUE / NICHE
CLEAR PATH TO SCALE
UNDERSTANDABLE MARKET
1.
5.
4.
3.
2.
WHAT If my business does not meet the ABOVE investmenT criteria?
You and your business might be a great candidate for business advising. I've partnered with many business owners to help them generate revenue, define a strategy for scaling their business, or refine their approach to cash flow. Check out my advising services.
"Jake is thoughtful capital. His investment, insights and balanced disposition are an incredible combo for early stage entrepreneurs that are onto something big."
A NOTE FROM Chris Ronzio, Trainual Founder & CEO
In early 2018, our obstacle was being able to finance growth with Facebook ads, and Jake came to the rescue with a $100k interest-only loan that was really a life raft. That loan (plus interest) ended up rolling into our first convertible notes and equity in the company. Through that year, our meetings on a monthly basis really helped me stay on top of our funnel metrics, and that understanding of our numbers translated into our ability to scale (and eventually raise venture funding) in 2019.
ACTIVE INVESTMENTS
Pollinate (2023)
SaaS for the scalable food supply chain
Chisos Capital Fund II (2022)
Startup capital evolved, investing in human ventures
Design Pickle (2022)
Unlimited, subscription based, graphic design w/ same day turnaround
Lend a Hand Home Care (2020)
professional, in-home care services in the greater Reno, NV area
Trainual (2018)
business playbook WITH employee onboarding, SOP’s & training software
Original ChopShop (2015)
Rapidly growing, multi-state, healthy fast-casual restaurant brand
