Capital Sourcing involves articulating a business strategy along with the supporting business plan. This is created from the perspective of what an investor needs to make a “go or no-go” decision on a particular company.


Investors speak in a particular language, focused on returning capital and reducing risk. Many times companies need additional help transforming their message into the language that resonates with investors. Part of this iterative methodology includes articulating existing strategies; part of the process is to define new strategies to fill existing gaps. The benefit to the organization is an improved chance of a funding event.

The professionals at Heritage Ventures have worked in the valley for over 20 years. In addition, we have proactively built a set of relationships and contacts that can be utilized for our clients at a moment’s notice. Heritage Ventures, on an ongoing basis, invests in growing relationships and contacts through various outreach programs including industry specific events, Silicon Valley based dinners, and a culture of sharing information and helping investors with their objectives. The benefit to an organization beyond an expanded network is an improved chance for a funding event.


Every client needs different pools of capital starting with Angel Funding and growing into Series A and Series B Funding. Investors can be individuals, family funds, Small Cap Venture and Large Institutional Funds. Each Pool of Capital has a specific investment criteria, screening criteria and industry niche. One investor that is perfect for an early stage round will often no longer be a fit for a growth qualified B round. Other investors want to wait until the business has hit specific financial and market milestones. The benefit to the organization is multiple Pools of Capital for each stage of growth.

Our clients want to kickstart their funding program by making the connection or being introduced to an investor that already is looking for their kind of investment. We work to understand the match between what an investor is seeking and what a company needs during their particular stage of growth. The matching algorithm benefits both investor and company by improving the probability of a funding event that meets the criteria of both the investor and the company.