fast-growth companies

achieve their vision.

helping

Our team of experienced startup experts can help you focus on your core competencies while we guide you – and roll up our sleeves -- with years of experience. Our seasoned associates can help you succeed in every area, including planning and financing, handling legal issues, going to market, and even global expansion.

Key operational areas include:

Securing and

Structuring Financing

• Preparing your pitch

• Securing venture capital, angel  investment,
or venture debt

• Forming strategic partnerships

• Obtaining government grants
 

Building Your

Business

• Business plans/modeling

• Media strategies, including presentation skills

• Monetizing

• Marketing

• Human Resources

Legal Strategies

and Tactics

• Intellectual property - patent applications

• Technology licensing – complex licensing agreements

• Crisis management/
Conflict resolution

• Employee law

• Corporate formation

Global Expansion

• Territory Development Structures

• Joint Ventures

• Offshore Wholly Owned Subsidiaries

 
 

OUR EXECUTIVE TEAM

Joan Ziegler
Managing Partner & Founder

At Innov8, Joan Ziegler helps companies at every stage, with a special focus on company formation and strategy, securing financing, and business planning.

 

Joan has founded five companies in Silicon Valley and New York City. In addition to founding Innov8 Firm, she continues as CEO and cofounder of PrivaSys, a holding company that licenses credit card technology to American Express, Discover, First Data, MasterCard and Visa. PrivaSys’s intellectual property is  deployed in over 100 million US cards & devices including Applepay, Android Pay & SamsungPay.  

 

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Ed Bernstein
Senior Consultant

Ed Bernstein helps early stage companies in every aspect of their business, with a special focus on helping entrepreneurs refine and present their story to investors, customers, and the market.

 

Ed has a successful 25-year track record in founding, financing and growing consumer technology and entertainment companies.  He has raised over $70 million in public and private capital working with a variety of venture capital and strategic investors, including US Venture Partners, Softbank (now Mobius) Venture Capital, Steamboat Ventures (the funding arm of the Walt Disney Company), Canaan Partners, El Dorado Ventures, Scripps Ventures, EM Ventures, Sun Microsystems and Epson America.

 

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Formation, Finance & Tax Strategy
Helen Johnson

Helen Johnson helps Innov8’s clients in all matters related to finance and tax issues, which are often overlooked at the early stages – at a price – to ensure founders and stakeholders maximize the value of their hard work.

 

Helen has over 20 years of experience in accounting, finance, and tax, Helen works extensively with clients in technology, specializing in corporate and partnership tax issues.  She has provided tax consulting to technology companies through the full life cycle, from inception to acquisition.  Helen’s client companies have provided a wide range of services, including personal device/item tracking, 3D hardware and software, food service software applications, and data mining.

 

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Security & Operations Senior Consultant
Daniel Ziegler

Daniel Ziegler helps companies grow from inception to scale, paying special attention to the details of what it takes to make Innov8 Firm’s companies succeed by excelling at execution.


With over 15 years’ experience growing entrepreneurial companies, Daniel focuses on Finance, Security, Operations and Strategic Planning.

 

A seasoned executive with experience in startup financing, Daniel is experienced in planning for strategic and venture investing, board reporting & tax.  Daniel can step into the financial modelling, planning process & brings the operational tools/dashboard to execute with a specialty in security.  Having spent more than a decade at two FinTech startups he has a wealth of knowledge in the payments arena, bringing expertise in MasterCard/Visa certifications PCI compliance.

Software Consultant
John Weber

John Weber's IT career has spanned almost 35 years.  His managerial experience includes software development guided by both Agile and Waterfall methodologies and project  management.  He has been responsible for all phases of software development - requirements, analysis, design, coding, testing(QA) and all associated documentation.  His security experience includes working with Thales and SafeNet HSMs, NBS Technologies, Entrust Datacard, MasterCard's certification process, EMV compliance and Brightsight, the world's largest security lab.  His industry experience includes financial services, healthcare, telecommunications, energy, pharmaceuticals and aerospace.

Brand Strategy and Marketing
Dave Wosik

Dave Wosik makes sure companies, at every stage, are thinking about their ultimate market position – and how to best convey that in every aspect of their marketing and strategy. 

 

From logo development and social media to web presence and packaging, Dave “gets” that how your customers or clients see you is critical and evolves as your business does.  Dave has been instrumental in developing branding, marketing and packaging for industry leading companies all over the world, at every stage of their development. 

HOW CAN WE HELP YOU GROW YOUR BUSINESS?