Our Soft Syndication™ process provides the knowledge, experience and contacts to guide portfolio companies to success. NextLevel works with firms to prepare them for future rounds of funding, particularly from the later-stage funds.

Our portfolio companies gain access to our network of service providers, including investment banks, consulting firms, legal firms, accounting firms and public relations firms to jump-start the business building process.

Identify - We identify high growth potential companies and meeting with the management team to get to know them and their business better.

Evaluate - We work closely with the management team to determine market potential, assess risks, assign key milestones required for funding and develop strategies for overcoming risks.

Syndicate - We share the results of our evaluation process with later-stage funds to assess their interest in subsequent funding.

Invest - We determine the company chances for success and later-stage funds’ interest in later investment. We then make an investment, typically $250K - $1 million while syndicating to other investors in rounds of $2 - $10 million.

Grow - We will take on interim operating roles as necessary or will continue to work with the management team by providing them advice, mentoring, and access to our broad networks, while keeping the later-stage funds informed of portfolio companies’ progress.