Vessel Advisors

BACKGROUND

Please describe your company and position.

I am the Founder of Valtera

Describe what your company does in a single sentence.

Litigation Finance

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vessel Advisors to accomplish?

• Secure long term financing
• Revamp our accounting practices in order to streamline our bookkeeping and reporting
• Find any areas internally where we can improve as a company

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Prior to working with Vessel, we had a healthy business, but our growth was severely constrained by access to capital. We could only fund a portion of the cases we wanted to purchase, and we assumed that was just the way it had to be. We were hesitant to hire Vessel at first because we’d been rejected for outside capital before; we worried this would be another disappointment that wasn't worth the time and effort. We were completely wrong. Vessel knows exactly what to do. They broke down why we couldn't secure financing in the past, designed a plan to fix those issues, and executed it. Not only did they help us secure low-cost bank financing for our cases—reducing our cost of capital to a fraction of what it was—but the financing package was twice the size we thought possible. Now, our team follows financial best practices, the bank is happy, and as an owner, I finally have the freedom to say 'yes' to more qualified deals.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were able to finally secure financing with terms that best fit our comfort level.  This couldn't have been achieved unless we had Vessel make the necessary changes needed to obtain and secure the loan.  

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Vessel consistently met deadlines, communicated effectively, and were very thorough and detail oriented in their work.  

What was your primary form of communication with Vessel Advisors?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Vessel Advisors did their homework and knew all about our company and industry by the time we had our first meeting. They take a hands-on approach to each project and make sure that each project manager is a good fit for our company.  

Are there any areas for improvement or something Vessel Advisors could have done differently?

No, Vessel delivered for us

BACKGROUND

Please describe your company and position.

I am the CEO of MedBridge

Describe what your company does in a single sentence.

Healthcare Administration and Revenue Cycle Management.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vessel Advisors to accomplish?

• Structured Financial Reporting

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

Referred to me

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Vessel was consistently able to take a vision that I had and focus that vision into a structured, operational reality. Their integrity, focus, and extensive business management experience make them an excellent advisor to work with. I was particularly impressed with their ability to successfully manage a high number of projects spanning multiple industries.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Organized financial reporting suite

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were timely and responsive in every way.

What was your primary form of communication with Vessel Advisors?

Virtual Meeting

What did you find most impressive or unique about this company?

Service oriented and trusted advisory. 

Are there any areas for improvement or something Vessel Advisors could have done differently?

Continue to leverage AI and other technologies, as they advance to provide even more efficient service.  This is a strength now, but continuing to invest in this area is key.

BACKGROUND

Please describe your company and position.

I am the Founder of Warm Welcome

Describe what your company does in a single sentence.

We're a SaaS company for artistic entrepreneurs. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vessel Advisors to accomplish?

• Financial Clarity

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

• High ratings
• Referred to me
• Company values aligned

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Financial clarity and account over multiple businesses.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Financial clarity and sale of the business.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Great communication, clarity and responsiveness.

What was your primary form of communication with Vessel Advisors?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The way they bring financial chaos into clarity stood out.

Are there any areas for improvement or something Vessel Advisors could have done differently?

No