
PAST WORK & TESTIMONIALS
Our teams have worked with many clients in the past. See some of our completed engagements below.
LULULEMON ATHLETICA, INC.
CONTACT: Mandy Bhullar | INDUSTRY: Retail
DATE: Winter 2022


GILEAD SCIENCES, INC.
CONTACT: Jose Hernandez | INDUSTRY: Pharmaceutics Biotechnology
DATE: Fall 2021

TACOMA VENTURE FUND
CONTACT: Dennis Joyce | INDUSTRY: Venture Capital
DATE: Fall 2020
Project Scope
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Our team is strengthened reporting culture and metrics within TVF's business to help accrue relevant metrics for firm analysis. Communication with firms TVF has invested in had been inconsistent, leading to miscommunication and difficulty creating investor reports. Our team prepared a system in which Dennis can easily record notes and information that he can refer to when making reports.
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UWCA Work
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Our team interviewed the CEOs of the firms TVF had invested in to analyze the businesses and determine which KPIs would be most indicative of each individual firm's status. This involved networking with other venture capital fund managers from around the United States to see how they analyzed their investments and see what aspects of their reporting style could be applied to TVF. Once these steps were complete, our team created a KPI Guidebook and a KPI Excel Template so that Dennis can easily record each firm's economic health and adjust KPIs as the firms evolve. Our team then developed a Standard of Procedure and Customer Relationship Management template to provide a structured approach to investment communication and reporting.
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Lasting Impact
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Tacoma Venture Fund is now positioned to expand since internal reporting systems have been streamlined. Dennis is now able to continue his qualitative style of VC fund management because the quantitative analysis is more established.

NAUTILUS INC.
CONTACT: Dave Wachsmuth | INDUSTRY: Exercise Equipment
DATE: Spring 2021
