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Firm Overview

Firm Overview

About Venture Advisors, LLC:
We are a consulting firm specializing in Financial, Legal, and Human Resources services for early stage and mid-sized companies. Our mission is to help entrepreneurs and management teams build and sustain successful businesses.

Our Clients:
Our growing customer base includes emerging-growth and venture-backed companies in a variety of high-technology fields, including software, telecommunications, wireless services, and consulting services. We also have a number of clients in non-high-tech fields such as biotechnology, retail sales, management consulting and manufacturing.

Why our Clients Choose Us:
Our team has extensive experience in business building and ensuring that companies address key infrastructure points as they grow. Our unique packaging of services allows us to deliver expertise at typically half the cost of internal resources or other consulting organizations. We save our clients money, and we help them drive revenues.

Founders:
Venture Advisors was founded in 2002 by Jim Jordan and Phil Lotane. Tina Sterpe, Doc Honan and Bob Dudley are also principals of the firm.

Representative Client List:
Airport Innovations • Akibia Consulting • CXO Systems • Dynamic Clinical Systems E5 Systems • Eldorado Marketing Group • EnerNOC • Epitome Group • GlassHouse Technologies • Kalido • Millennial Net • NeoTropiX • PanGo Networks • Pantero Phylogix • Safety NetAccess • Red River Trading Co. • ThermalVision • U.C. How Venator Partners • Verrillon

Board of Advisors:
We are supported by an outstandingBoard of Advisors, which helps guide us in our sales, marketing and services initiatives. Our Board includes Dick Buckingham, Partner, Durham Street Partners; Marc Dupre, Partner, Gunderson Dettmer; Peter Morrissey, President, Morrissey & Co.; and Michael Ward, Executive Vice President, Bain Capital.

Our Team:
We presently have 13 team members with significant experience in finance, accounting, law and human resources.

Venture Advisors Overview 6/04