Advised several private and public companies on financial modeling, valuation, finance and growth strategies. Specialize in providing efficient access to capital and financial independence.
Access to capital improves lives. I am passionate about helping business owners and entrepreneurs become financially independent.
With Patrick's help, we were able to complete our Financial Statement and secure our first VC meeting. Really appreciate the insights and highly recommend checking out his presentation on Udacity titled: Agile Financial Modeling.
Super helpful. Incredibly knowledgeable and patient with my lack of finance background. He took the time to look over my documents and discuss how I can improve them. He also sent me a few resources after the call to prepare me for my pitch meetings.
Patrick and his team worked with Datuit's leadership team to help us clarify our message to potential investors and to customers. After working on our technology and getting feedback from healthcare providers and consumers, we needed to refocus our efforts to reach our target audience and hone our message. Patrick helped us get on the right track and gave us access to resources for us to continue on our own. He has continued to be available to answer questions as we work our plan.
Passionate, practical, and invaluable straight-talk that takes the mystery out of fund-raising and provides cutting edge tools that put entrepreneurs a step ahead in the digital world. Patrick is one of those rare mentors who combine a wealth of industry savvy and generosity of spirit to provide agile support, guidance and deftly delivered, no-holds barred feedback. He and the INVESTyR team have cut through the clutter to create an invaluable (multi-platform) resource that I will continue to mine throughout our fund-raising process and beyond. Thank you Patrick!
I have appreciated working with Patrick. He was very knowledgeable about helping us understand capital markets and how to raise funds for emerging and growth oriented companies like ours. I believe Patrick's approach represents the cutting edge of how companies will raise money in the future.
Patrick is passionate and knowledgeable about “How to Leverage Digital Media to Raise Capital.” I attended this seminar again in December 2012 after attending it in February 2012. Patrick exceeded my expectations again! I learned many things that I could implement immediately. I recommend highly that you become acquainted with Patrick if you are interested in this subject.
I was privileged to meet and work in partnership with Patrick while pursuing the creation of the ultimate walletcase for smartphones at 4S Labs. Patrick's knowledge and passion for helping entrepreneurs grow through new financing mediums like crowd funding was a perfect match for our culture and an immense help in our development.
I had the good fortune to meet Patrick while I was doing an investment pitch for my first company Hardcore Computer. After giving my presentation Patrick approached me to learn more and we have been friends ever since. Patrick is a true professional, has a deep level of caring for his clients and he always strives for a win / win deal. To watch him grow Deal Pen has been great to see and it doesn't surprise me that he's changing the lives of so many entrepreneurs. He's one of those rare people that makes an impact everywhere he goes. I highly recommend working with Patrick in any capacity.
Patrick is passionate and knowledge about How to Use Digital Media to Directly Access Capital. This was a new area for me so I was very interested in hearing Patrick's perspectives and insights at his recent seminar. He exceeded my expectations. I learned many things that I could implement immediately. I recommend highly that you become acquainted with Patrick if you are interested in this subject.
Patrick's vision and diligence as Program Chair of the CFA Society of Minnesota was the first step putting the organization on a course that has transformed the Society in to one of the strongest in the world. We have gone from having 6 or 7 events per year 5 years ago to over 50 last year and continue to grow. His tireless ability to see things differently and act as a change agent is invaluable.
Patrick and DealPen are on the leading edge of how capital for small businesses and start-ups will be generated in the future.