• A Platform Consultancy & Investment Firm

  • What Is A Platform?

    A PLATFORM IS SIMPLY A STANDARDIZED & PRODUCTIZED ASSET OR CAPABILITY OTHERS CAN BUILD ON (INTERNALLY & EXTERNALLY)

    Data

    Distribution

    Expertise

    Infrastructure

  • "Every time you figure out some way of providing tools and services that empower other people to deploy their creativity, you’re really on to something.”

    Jeff Bezos - Founder & CEO @ Amazon

  • What We Do

    LEVERAGING NEW TECHNOLOGIES, OPERATING METHODOLOGIES, AND BUSINESS MODELS WE HELP MID-CAP & LARGE-CAP CLIENTS TRANSFORM THEMSELVES IN PLATFORMS FOR NEW GROWTH AND REVENUE.

    Conglomerates

    "I'm SVP in charge of digital transformation at a large multinational conglomerate. I want to leverage siloed datasets to build machine learning capabilities but we lack the software expertise."

    Consumer Products

    "I'm the CEO of a car company. We're having trouble building high quality software or attracting premier partners to our connected car and self-driving car initiatives. "

    Financial Services

    "I was put in charge of 'innovation' at a bank. I need help building an innovation organization capable of shifting the company towards a customer focused mindset from a product focused one."

    Health & Wellness

    "I'm the Chief Information Officer at a pharmacy and healthcare company. We have rich data but not the expertise to build personalized solutions that produce better outcomes for our customers."

    Insurance

    "I run the property and casualty unit at an insurance company. I need help figuring out how to build & execute the right strategy to take advantage of the opportunity in the freelance economy."

     

    Media & Entertainment

    "I run corporate development and strategy at a media company with premium legacy brands. We're having trouble launching on new platforms that attract a younger, more diverse audience."

  • Who We Are

    WE'RE ENTREPRENEURS & OPERATORS WITH EXPERTISE IN

  • Our Partners

    Jacob Brody

    Partner

    Hi, I’m Jacob Brody. I advise corporate clients and invest in entrepreneurs where we have overlapping values and I provide a complimentary skill-set/network. I am currently an advisor to Expanding Capital, Vast Ventures, Descartes Labs and Abra while investing out of Helpful Capital (portfolio below).

     
    I previously Co-Founded Benny, a freelancer finance and insurance startup backed by GV, Expansion VC, WGI and others. Before that, as a Founding Partner at MESA Ventures, I backed 30+ seed stage companies across consumer, hardware, adtech, fintech, and enterprise software.

     

    In a previous life I was​ a reporter at Venturebeat and founded a non-profit helping entrepreneurs. In my free time I like to write nerd/startup themed raps. I'm a born and bred New Yorker, just like my wife Lauren and my son Bowie.

    Kristal Bergfield

    Partner

    Hi, I'm Kristal Bergfield. I’ve worked with the earliest stage startups to huge brands like American Express and Microsoft. I use this experience to help companies innovate and operate at the intersection of big and small, delivering big company knowledge, processes, and networks at startup scrappiness and speed.

     

    I earned my startup cred running customer success at x.ai, business operations at Ordrx, and business development StellaService. I was also a co-founder at payments platform Ultapay. Prior to the startup world, I spent eight years in marketing and business development at American Express where I formed partnerships with Facebook, Microsoft, FedEx, and Marriott and helped execute the first Small Business Saturday.

     

    I live in Jersey City, New Jersey with my family but pledge eternal allegiance to my hometown of Portland, Oregon. In my free time, I make my own granola and root for the Ducks.

  • Connect With Us

    We'd love to hear from you!

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