Over the past 5 years Stage 1 Financial has organically built a platform that generates validated deal flow. No longer do we wish to only support the investment process, but be part of it.
Meet the Stage 1 Fund, which will allow us to leverage the Stage 1 Financial platform to invest in great brands alongside very successful investment partners.
Built in Relationships and Trust
Traditional funds shop for potential companies to invest into, then spending large amounts of time attempting to build a relationship with these brands, which slows investment progression by running the companies through an arduous process.
Stage 1 Fund gets a proprietary pipeline of deals from its affiliate Stage 1 Financial, which provides outsourced corporate services to consumer companies that are potential investment candidates.
Stage 1 Financial has built a reputation over the past 5 years as a quality provider of corporate services to early-stage consumer companies and that group of clients will serve as a large deal funnel of opportunities for Stage 1 Fund to evaluate, honing the process.
The "My Stage 1 Difference"
While Stage 1 Fund will look at all the traditional markers other funds use to determine the future success of a business, we will also be utilizing something more specialized: My Stage 1 automated reporting. By only investing in Stage 1 Financial brands, the Stage 1 Fund will have access to unique and transparent data points not seen by everyday investors.
better reporting + faster reaction = competitive edge
All Stage 1 Fund investments will be required to be on the My Stage 1 automated platform for financial and operational reporting. Stage 1 Financial will ensure that the brands have elite reporting package options, and, most importantly, Stage 1 Financial will assist businesses in the usage of their reporting and actioning of the data. This is something that is already embedded in the Stage 1 Financial offering to its clients. Stage 1 Financial has consistently found that the businesses utilizing their My Stage 1 data and reports are the ones that succeed.
In the Trenches
Typical funds are comprised of highly knowledgeable advisors and consultants that have a laundry list of contacts— that's great! Stage 1 Fund has experienced fund managers, operating partners and an advisory board with decades of cumulative consumer products operating and investing knowledge too!
However, what traditional funds are lacking is the ability to provide a dedicated staff that work in each particular business model, every day, on the ground floor. Stage 1 Fund treats it partners with as much dedication and resources as middle market buyout fund.
The Stage 1 Fund will not just take the advice of its Board and Advisors, but will look to the Stage 1 Financial team members that work with these companies on a daily basis in areas such as AP, AR, Cash Management, etc. These team members have a unique view on how entrepreneurs manage their team, their vendor relationships, and cash.
Our team members see these entrepreneurs at their best moments, and, more importantly, their worst. We believe this unprecedented access significantly enhances our investment decision making process and therefore reduces risk for our LPs.
A solution-driven brand offering products and information to women before they know they need it.
We are elated to announce that Stage 1 Fund has begun to deploy capital. We have a robust pipeline of new investments and are excited to introduce to you the first portfolio company of the Fund: HATCH.
HATCH is a multi-faceted brand for mamas-to-be, new mamas and every woman who values beauty, comfort and thoughtful, stylish solutions designed for before, during and after pregnancy. They drive community and engagement through omni-channel distribution and a trusted, valued relationship with their customer. They are transforming the affordable luxury maternity market by providing chic, relatable fashion, skincare and a community that new mothers can turn to during the most transformative period of their lives.
Stage 1 Financial + Stage 1 Fund
Stage 1 Fund will get hundreds of off-market investment opportunities through a proprietary pipeline of thriving Stage 1 Financial clients