The short list
starts here.

A boutique intelligence firm for the investors who won't settle — and the founders who shouldn't. We review every pitch ourselves. We surface only the few that earn it.

Private intelligence for venture funds, family offices & strategic capital
What we do

Signal. Not noise.

Most early-stage deal flow is loud. Ours isn't. We do the work — commercial, scientific, and strategic — before a founder ever reaches an investor's inbox.

01

Curated deal flow

We maintain a private stream of diligence-ready early-stage opportunities for a small circle of venture funds, family offices, and strategic investors.

02

Full-stack vetting

Every application is reviewed, transcribed, and synthesized by people who have built companies, raised capital, and taught innovation at the graduate level.

03

The short list

We don't publish a deal board. We don't syndicate widely. The ventures we forward to our clients are the ones we would back ourselves.

How we do it

A process built by operators.

No black box. Here is what happens between an application arriving and a founder hearing back.

  1. 1

    Submit

    A 1–2 page executive summary and a 5-minute pitch video. No endless forms, no fees, no gatekeepers-for-hire — just your best representation of the opportunity.

  2. 2

    Review

    Our team evaluates the problem, solution, team, traction, and ask. We draw on decades of combined experience across biotech, venture capital, AI, and applied research.

  3. 3

    Package

    Applications that clear our bar are written up into an investor-ready intelligence brief and matched to the clients whose thesis they fit.

  4. 4

    Introduce

    Founders who make the cut receive warm, qualified introductions to capital that is already primed — not cold outreach into a void.

Our team

Operators. Scientists. Investors. Teachers.

Our partners have collectively spent more than five decades on both sides of the venture table — building, funding, researching, and teaching the next generation.

Daniel Sem, PhD

Venture & Investor Relations

President, Walsh Ventures · Executive Director, Center for Innovation and Entrepreneurship at Walsh College · President, CU Ventures · Managing Partner, Talents Fund · CEO, Bridge to Cures. 25+ years in biotech innovation, IP strategy, and venture formation. PhD Biochemistry, University of Wisconsin–Madison. MBA, Marquette. Admitted to the Wisconsin Bar.

Dr. Michael Litman, PhD

Technology & Intelligence Systems

Founder, AI & Quantum Innovation Lab at Concordia University Wisconsin · Professor and Chair of Computer Science · Quantum Computing Advisory Board Chair, OSR Applied Research · MIT Post-Graduate, Machine Learning Software Development. Nearly two decades of graduate-level teaching and applied research; software author since 2005.

Nick O'Brien

Strategy & Partnerships

Director, Impact Partners · Co-Founder, Families > Funds > Founders (F3). Deep experience across strategic partnerships, market research, lead generation, and public relations inside the family-office and impact-investing ecosystem.

Logan Montgomery

Co-founder

Computer Science scholar at Concordia University Wisconsin. Division III athlete — goalkeeper, CUW Men's Soccer. Brings the engineering discipline, application-layer craftsmanship, and fresh perspective that modern intelligence work demands.

Pitch Application

This isn't a form.
It's an audition.

If your venture stands up to scrutiny from operators who have spent decades building, funding, and teaching around innovation — we want to see it. Submit a 1–2 page executive summary and a 5-minute pitch. Every application is read by our team. Only a fraction advance.

Begin your application →
No fees · No subscriptions · One submission per company