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  • ABOUT JBFVC
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    • FITZGERALD UNIVERSITY
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  • ABOUT JBFVC
    • OUR SERVICES
    • TEAM
    • F.A.Q.’s
  • PORTFOLIO
  • FUNDING
    • BUSINESS
    • REAL ESTATE
  • SERVICES
  • CONNECT
    • FITZGERALD UNIVERSITY
    • SUBMIT A PROPOSAL
      • PARTNER
      • REAL ESTATE
    • INVEST WITH US
    • CONTACT US

We fund and support SMALL companies with BIG ideas

JBFVC uses a high-tech, high-touch approach to help small companies succeed. We provide a holistic model that enables us to proactively assist you in any or all aspects of your business, based on your need and your timeframes. We are there for you at the lowest level of needs up to when you achieve success and need additional resources to continue growing. We are truly a daily partner, always available, to help you achieve your company vision.

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F.A.Q.'s

JB FITZGERALD VC

Why partner with JBF?

We specialize in funding SMALL companies with BIG ideas and our funding model revolves around YOU. We don’t just invest, we get involved to whatever extent is necessary to make YOU successful. Our team of experienced and successful Entrepreneurs are accessible to YOU and have the knowledge and the connections to help guide you through your journey. JBF is a true “high tech, high touch” partner to help achieve your vision.

How many investments have you made in your current fund?

JBF has made over 50 different investments, in multiple industries, ranging from technology solutions, consumer products, financial services, real estate, sports enterprises and personal fitness and nutrition solutions.

What type of investors have invested in your funds?

We have multiple partner investors, specifically financially successful individuals from the corporate, sports, entertainment and angel investor world. Our investors must share our philosophy of a “high tech, high touch” approach to helping our partner companies succeed. We don’t just fund, we help companies succeed!

What sector experience does your team possess?

The JBF team is an eclectic group of entrepreneurs with many years of successful experience in start-up and high-growth companies as CEO, COO, CMO, CLO, CTO, Business Analysts, Project Managers, Research Analysts, Management Consultants, and Business Development executives. Sector experience include technology, education, manufacturing, financial services, healthcare, software, consumer products, sports nutrition, learning technology, property management, compliance, construction and real estate.

What is the value of your total funds under management?

JBF does not disclose the size or value of its investment companies as many are in various stages of growth and development with varying valuations and stages of non-disclosure.

Do you have geographic limitations on your investments?

No. We consider any investment that fits our criteria and wants/needs help to succeed, regardless of your geographic location.

INVESTMENT STYLE

How do you differentiate between the opportunities that you see?

We fund small companies with big ideas that want/need help in getting launched or breaking through to the next level of success and profitability. We consider many factors before investing and leave no stone unturned. When we invest, we firmly believe we can help your company be successful, sooner than later, and we take a personal interest in helping you achieve your vision.

What sort of deals do you look at?

JBF reviews many types of deals, with many types of structures, focused solely on our ability and resources to help you become successful and profitable. We are open to ALL opportunities!

How many deals do you look at in a year?

We consider every deal presented to us and then prioritize deals based on comprehensive research and our ability to add value effectively and efficiently in the short term and long term. We review hundreds of deals each year.

Do you make minority investments?

Yes. We encourage the submission of all opportunities from any entrepreneur.

How "hands on" are you with your investments?

Very. We offer a full suite of services to our partner companies and encourage the use of all resources as needed and when needed. We work as a team with our partner companies. As your company grows, we can provide “advanced” services as needed.

DEAL FLOW

What is the average size of each investment?

There is no “average” size…we invest in small companies with big ideas and will provide the necessary investment and support depending on the stage of the company, as angel or VC. We structure deals accordingly, always providing a win-win scenario for all.

How much leverage do you bring into your deals?

Significant. Our team is made up of experienced and successful sports and corporate professionals with connections at high levels in multiple sectors to help facilitate our objective of making your company successful.  Our leverage is a major differentiator for JBF and an important component for you to consider when choosing an equity partner.

Where do you find your deals?

Our deals tend to find us through our referral network, our active social networks, and through companies submitting proposals on our Web site. We are also very active in sports and corporate networking events.

Do you work on cash multiples or IRRs?

Both. Every investment opportunity is unique and we always consider the short term AND the long term view.

DEAL PROCESS

Who would work within your firm and what is their relevant experience?

You are assigned a Development Officer with expertise in your company sector who works directly with you to determine the rules of engagement and the go-to-market plan. Your Development Officer will aggregate and deploy those resources that are necessary to set your company on course to success.

Do you have any current investments which may conflict with my business?

We do not invest in conflicting companies.

What are the key attributes you look at when evaluating a deal?

There are many but some of the critical components we consider include:

  • The need for the product or services
  • The competitors for this product or services
  • Is there a competitive advantage
  • Your vision and expectations for the company
  • Do you have a solid Business Plan and Go-To-Market strategy
  • Who will be involved in the company day-to-day
  • Is the product or service scalable
  • Are there current customers
  • Are there compliance, copyright or patent issues
  • Can JBF help you be successful sooner than later
What is your deal process?

JBF is very easy to do business with, in fact, we pride ourselves in maintaining accessibility and providing prompt and courteous responses to all inquiries. You submit a “Request for Investment” and we will respond promptly with next steps and any additional information requests.

Can we speak to some of the CEOs of your existing invest companies?

Yes. We can arrange as necessary.

What financial information do you expect us to provide?

JBF expects full financial disclosure in order to determine the viability of your opportunity.

How do you value my company?

Although this is not an exact science, the main factors JBF considers include:

  • The size of the potential market
  • Your experience as an Entrepreneur
  • How disruptive is your product or service
  • How many competitors do you have
  • Do you have to educate your buyer and to what extent
  • Is your product or solution following a current trend
  • How much projected capital you may need
  • Do you, or your team, have expertise in the sector
  • The resources we need to provide to make you successful

STRUCTURE

Who makes the decisions about investments?

JBF utilizes an “Investment Committee” that reviews all potential investments as well as a team of Research Analysts who provide the extensive analysis and data.

Do you provide an Operating Agreement?

Yes. It is a bilateral agreement outlining all requirements and will guide you on how to operate within the confines of a successful partner relationship.

Do you insist on a board seat?

Depends on the opportunity and the extent of our investment and deal structure.

Explain your return expectations?

Each opportunity is reviewed for both short and long term financial potential. As we are very active in helping you be successful sooner than later, and are confident in our ability to drive profitable growth, we are always focused on healthy yet reasonable returns. Our expectations are based on our experience.

How do you structure your investments?

Depends. We are a unique “high tech, high touch” VC so our deals are structured to create win-win scenarios for all. Sometimes this means “convertible debt” and sometimes this means “preferred equity” and sometimes the deal requires a blended, creative approach.

VALUE ADDED

Can you find additional deals to help my business grow?

Yes. Our connections in the sports, entertainment and corporate world provide us access to many deals that can potentially offer your business significant growth opportunities.

Do you bring any added value to the table?

We bring significant added value to the table based on our ownership and our relationship to professional sports providing us access to many high net worth individuals who love to invest in small companies with big ideas.

Charlotte Office

270 Car Farm Rd.
Lincolnton, NC 28092
+1 704-909-0709

New York Office

60 South 8th Street
Brooklyn, NY 11249
+1 704-909-0709

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