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Copy of WIMS Statement of Qualifications

The primary mission of WIMS Consulting is to help your fund and its portfolio companies generate a higher ROI not only internally, but on behalf of investors as well. We assist with scaling your investments to help increase valuations in advance of additional funding rounds, liquidity events, exits, or IPOs. We can provide a multitude of different services, create and implement a robust strategy, and execute each tactic, but everything that we do boils down to that one single objective of adding more value to your firm.

Our approach is meant to be measurable, KPI (Key Performance Indicator) focused, metrics-based, results-oriented, and top and bottom line enhancing. We are dedicated to staying ahead of the curve by learning the most innovative best practices and implementing them in an efficient manner. 

The role we can play varies based on your fund/company’s existing or desired structure. WIMS Consulting can function as various fully outsourced departments or as your external CMO, Head of Sales, CFO, support team, etc. We can also simply act as a consultant/solutions provider on a specific project.

It is our aim to provide concierge level service and be the “easy button” you press when you need to focus more on your core functions and less on the micromanagement of other elements of your operations.

Our Value Proposition:

  • Deploy us to help manage and scale your portfolio companies’ in any of the areas we highlight throughout our practice areas.

  • Consolidate various consultants, departments, service providers, and bring them under one firm to help streamline operations, maximize areas of expertise, and achieve economies of scale.

  • We help aggregate data across a variety of sources, filter it, and convert these metrics into a compelling story to ensure your investors, board members, management, and stakeholders remain informed and happy with progress across the entire fund and its portfolio companies.

    • Further, when the desired results aren’t achieved and adjustments do need to be made, we ensure that story is told as well, along with preemptively bringing potential solutions to the table.

  • We are entrepreneurs ourselves with prior experience in the corporate world. We have operated and grown businesses, and we have led funding rounds. We have worked with and for funds directly. Our team has acquired extensive experience across a variety of stages in the growth cycle of companies and industries.

Our Services Include:

  • Marketing Strategy & Implementation

    • Fractional CMO

    • Website Development​

    • Marketing Automation

    • Creative - Content Creation & Distribution

    • Data Analytics

  • Sales - Bus Dev/CRM Strategy & Implementation

    •, Zoho CRM, HubSpot, Microsoft Dynamics, and more.​

    • Lead Generation

    • Sales Strategy and Deployment

  • Finance & Accounting

    • ​Fractional CFO​​

    • Financial Modeling & Forecasting

    • Financial Reporting

    • Accounting & Bookkeeping

  • Operations & Support

    • Investor Relations​

    • Project Management

    • Administrative Support

  • Software & Platform Development

    • Full Stack Software & Platform Development​

    • Augmented Reality/Virtual Reality Platform & Application Development

    • AI & Machine Learning

If you would like for us to reach out to discuss potential solutions for your investment fund and/or its portfolio companies' marketing, sales, finance, operations, investor relations, operations, and/or development efforts, please send us a note below.

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