Innovative Investors
With Founders DNA

Over 20 years of boutique investment and business advisory excellence.

 

About Us

Mission Statement

We strive to provide long-term value by discovering underappreciated companies or assets where returns are not correlated to public markets.

Core Value Proposition

Specializing in private equity and early-stage investing, we add substantial value by helping businesses overcome operational challenges and achieve growth.


Over 20 years in business

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Focus on energy, healthcare, real estate, and technology sectors

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Investors located in New York, San Francisco, and Miami​

Over 20 years in business | Focus on energy, healthcare, real estate, and technology sectors | Investors located in New York, San Francisco, and Miami​

Success Metrics

Our Services

Investment Focus

Private Equity: Investing in middle-market businesses with strong management in growing markets.​

Early-Stage Investing: Leading investments in early-stage ventures before large firms take notice.

Alternative Investment Strategies

Building strategies and seeking entrepreneurs aiming to elevate their businesses.

Advisory Roles

Assisting companies in change management and business transformation.

Transformative Investing

 

Getting next level value from innovative companies and technologies is our aim. For most companies, money is a commodity and sourcing it for promising transactions wont be hard: however, we feel that creativity, time and reputation are paramount if you want to increase your odds of success and get to even higher levels of success and loftier valuations--we bring those in abundance. If you’ve fundraised before, you know that most private equity and venture firms are part of the herd. We’re not.

 

We have completed over 20 investment transactions in the past ten years with emphasis on energy, healthcare, real estate and technology.  We look at companies or assets that may be in transition where our experience with turn-arounds, not just funding, can make a big difference.  Our sweet spot is from $500K to $10Million in any particular transaction. We are not geographically constrained and look at  early stage or venture deals from $250K to $750K per transaction. We are typically the lead investor and get involved before large private equity or venture firms take notice.

 

At LAAD we invest in very few companies in order to build deep relationships with founders and executive teams. We want to be a CEO’s first call when there are tough questions, a big win, or a pending crisis. We know from experience that actions speak louder than words. We provide directional guidance but also bring deep knowledge in key areas such as technology, marketing, product development, business models, pricing, team building, recruiting, fundraising, M&A, digital media and more.

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