Strategy Meets Performance
NewPlan has worked with the CEOs and Boards of over 300 companies to develop clear, concise strategies that employees and investors can embrace and execute. When necessary, we have also assumed management roles and dramatically improved both the operations and exit potential for our clients. The results have been dramatic: Our clients have raised over $600 million in early and growth stage funding and many have achieved high value exits either through M&A transactions or spin outs from larger corporations.
Our Successes
Acceller (Now Bridgevine) - Growth-Focused Scaling Leads to Merger to Pursue Digital Services Market Expansion
We served as Acceller's outsourced head of strategy for seven years - helping Acceller grow revenues by 10x, dramatically enhance its management team and employee base, and expand its customer base to close to 100 percent of the addressable market. Acceller merged with its largest competitor, Bridgevine, in a high value transaction in 2013.
iGov, Inc. - Extreme Business Transformation in Government Contracting
We served as the outsourced Head of Strategy at iGov for three and a half years - helping the company make the toughest business transformation in government contracting: Moving from a product Value Added Reseller to a provider of advanced Engineering Services. Along the way, we worked with iGov to upgrade management, put in place new sales and service delivery processes, and transform to a services-focused culture.
StoredIQ (Now IBM) - Instant Leadership for IBM in the Fast-Growing Information Lifecycle Management Applications Market
We served as the outsourced Head of Strategy for four and a half years - working with company formulate a compelling and durable strategy, acheive several fundraising events, recruit new management team members, put in places processes for scaling, and support the sale of the company to IBM in 2013.
Our Services
Strategic Advisory
We assess the current state of your company and then help your company develop a crisp, clear, and compelling vision, mission, organizational structure, and milestones to succeed in the marketplace.
BUSINESS & TRANSACTION PLANNING
We combine upfront planning, management coaching, and the development of transaction documents to enable your company to achieve critical objectives, including raising funds to enable growth, scaling to achieve lasting market leadership, repositioning in a difficult market, and achieving a high value exit.
OPERATIONS Advisory
We help companies and management teams tackle the specific day-to-day issues that get in the way of progress. Our approach is to target the processes where improvement can make a difference in company performance in the short-term. This includes sales, business development, product management, technology development, and general management.
What Our Clients Say
We have used NewPlan to speed our transition from a product reseller to IT services business model. NewPlan has helped us greatly with our strategy, solution packaging, daily operations, and organization structure. Peter has been with us every step of the way, and, with their help, our transition is complete.
NewPlan worked with us to create a strategy that was right for the market and stood the test of time. NewPlan blended well with our culture and served as a critical advisor for me and my entire team and helped us work through a lot of high pressure situations successfully. And he provided important input that led us to our sale to IBM.
We worked with NewPlan for many years. They helped us to crystalize our strategy, set our operating priorities, and meet the right people in the marketplace to move the Company forward. As a result, we were able to execute a high value merger with Bridgevine that positions us for future growth.
NewPlan was a great deal of help positioning NSI in the marketplace prior to going out for a capital raise. With NewPlan’s help, we developed an investor package that was clean, concise and conveyed the message we needed to get across. We successfully raised $5 million. We leveraged that capital to grow rapidly, and, a couple of years later, Nuance acquired us in a high value exit.
The NewPlan Blog
Short Thoughts and Cool Reads - @NewPlanLLC
-
“She Never Looks Back”: Inside Elizabeth Holmes’s Final Months at Theranos | Vanity Fair https://t.co/JdJESbVhsM
-
RT @ttunguz: Should Your Startup Differentiate On Pricing? • Tomasz Tunguz https://t.co/LpskDQ2Yqd https://t.co/Jrz98tLyyT
-
Once hailed as unhackable, blockchains are now getting hacked https://t.co/ZeQ2nC9tMz
-
RT @HarvardBiz: How Companies Can Use Employee Data Responsibly https://t.co/pyKCXrKIup
-
RT @HarvardBiz: If you dismiss negative feedback, you’re wasting an opportunity https://t.co/N6qh6jssDG
-
RT @nima3rad: “Choppa's move reflects an industry shift whereby some young talents are foregoing traditional label contracts in f… https://t.co/jhqSbBd6HW
-
RT @stevesi: Main reasons businesses choose a location: * Natural resources (historic) * Infrastructure (power, transport, Unis)… https://t.co/XuPXOnQSHF
-
RT @stevesi: "In the future software packages will become even more general purpose as they remember all of the user's input and… https://t.co/2AvXMScW5X
-
RT @HarvardBiz: Managers should be people who love to learn and teach, liberate and innovate, and challenge their teams to create a… https://t.co/uTQPEmtnfV
-
RT @stevesi: In 1992 Spartanburg, South Carolina put together an "enormous" 100M+ package to lure BMW. https://t.co/mnpM0uO5vx… https://t.co/Uzmf3ooKmv
The best Investors have sat through hundreds of presentations and have pretty much seen it all. Plus, they are intellectually curious, like to get to the point, and often take perverse pleasure in testing the composure, verbal skills, and subject matter expertise of presenters. And they do all of this in a completely non-threatening way. There are nine rules for ensuring the success of an investor presentation.