1. B. Clodfelter ǀ Partner
Results Highlights
Proprietary information omitted to protect confidentiality

2. Focused on turn-arounds and next level financing
 Limited activity with stage 1 start-ups
Deals under $10M in financing ǀ 2-3 per year
Private equity firm specializing in Northern Colorado businesses
Matched client companies with potential investors

3. Provided initial and ongoing
consultative services for client
companies
Senior executives &
entrepreneurs with
complimentary skills
CEOs, VPs
IT, Finance, Engineering
Sales, Marketing, Ops
Analyzed & vetted potential client
companies
Developed business plans
Secured financing from angel
investor network
Client ConsultationPrivate Equity InvestorsPartners
Company Overview

4. Resident expert on deals that
involved retail & wholesale sales
Analyzed business health
Identified core competencies
Developed business proposition
& plan
Developed investor
presentations
Supported client in delivering
presentation to investors
Retail ExpertInvestor CommunicationsAnalysis & Strategy
B. Clodfelter Responsibilities & Contributions

5. B. Clodfelter Results Highlights
Secured and led the most profitable client in the company portfolio
Participated in successful financing for 8 companies in 3 years
Developed “3 P” framework to efficiently evaluate prospects
, More efficient initial evaluation for strategic opportunity
, Structure for investor presentation

6. Proposition
Is there a significant market opportunity?
Does the product/service provide a superior, sustainable solution?
What are potential strategic threats and how will they be addressed?
People
The Head – Is there a competent, comprehensive management team?
The Heart – Is there a ‘Passionate Proponent’ in the group?
Plan
, Strategic plan
, Sales & marketing plan
, Solid financial plan
“3 P” Framework For 1st Phase Client Evaluation
, Comprehensive implementation plan?
, Viable exit/liquidity strategy?