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What We Do

VALUE CREATION

WE CREATE OUR OPPORTUNIES

We source
proactively

We identify companies from our extended network and know what we’re searching for, without deployment pressure.

We create
opportunities

We cultivate relationships over time with founders, engaging only when timing and circumstances are a good fit, and build brand around our way of doing business.

We engage

before investing

By developing a Plan of Record with management, the capital required and use of proceeds are known, aligning interests of management, board, and investors.

We shape

the deal

We look for opportunities that allow for better terms and valuations in non-competitive processes, with more control to build the optimal value-add syndicate.

We control
the syndicate

Starting with trust, we structure the term sheet, control the timing, and help founders with the process of raising first-time outside capital.

We lead

We commit first, set terms, and want to participate in the round, representing our members’ interest on the board.

ENGAGEMENT

A NEW INVESTMENT MODEL

«Merlin was formed to be a trusted source of capital for entrepreneurs,
while also providing select few members proprietary access to
curated, off-market opportunities

– CEO

The companies . . .
  • Boot-strapped to revenue
  • B2B Enterprise customers
  • Products / Services transforming incumbent industries
  • Large competitive markets
  • Coachable founders who seek insight, mentoring, capital, and operational expertise
  • Clean cap charts, first outside round
  • One financing to reach inflection point and/or exit

Merlin in the funding ecosystem

The companies - Merlin Mentor Capita
our engagement - Merlin Mentor Capital
Our engagement . . .
  • Relationship based with defined value contribution
  • Engagement pre funding
  • Detailed Plan of Record developed with financing required to execute strategy
  • Structure deal, participate in the round, control terms and build syndicate to fit opportunity and time line
  • Provide operational deliverables pre, during, and post funding

More Info?
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