Strategy
We build successful partnerships.
We believe in building strong, lasting partnerships by living out our Purpose and Values, practicing a Shared Fate philosophy, engaging Patient, Flexible and Creative Capital and adhering to our proven proprietary process: The Heller Capital Way – Super Six
Preferred Partners
Function as Concept Founder or Partner with Concept Founders in Start-Up (pre-revenue) & Early Phase (proven model) organizations
Strategic Synergies
Seek synergistic, performing assets that strategically augment another Portfolio Company
Realize Results
Achieve MOIC over 5-7 years of 3-5x invested capital
THE HELLER CAPITAL WAY
We invest in you.
Our philosophy intrinsic within the Super Six is partnership, shared fate, and mutual accountability as we are in this “together” and will see each other as “partners” with a common goal and common purpose as we co-author the chapters of success.
The
Super
Six
Planning
Participate in a bi-annual strategic planning retreat. Subsequent to development, the Strategic Plan will be benchmarked and communicated through a quarterly State of the Union with all Company stakeholders present for mutual accountability and transparency.
Culture
Review our Core Purpose and Values to discern alignment and/or adoption. Companies will be responsible to use it to set the cultural standards, establish accountability, and embrace it in the professional life of all organization stakeholders.
Infrastructure
Focus on the continuous development and improvement of People, Process, and Systems. People will be hired, onboarded, developed, and retained using standardized processes to ensure success from Day 1. The systems will be established to ensure every Company both gets what they need and maintains accountability to using these systems for continued success.
Fiduciary Responsibility
Develop an annual CAPEX and OPEX Pro Forma that includes the top five key financial metrics of Company. The key financial data will be presented to the board via monthly reporting that will include a budget to actual comparison to track performance.
Participation
Participate in Heller Capital functions and events. These include, but are not limited to, leadership summits, team development sessions, decompression days, holiday events, etc.
Communication
Implement monthly 1:1 meetings, leadership meetings for operational excellence, and board meetings to report on performance. State of the Union meetings will be held quarterly to update all stakeholders on present status of the Company and build relationships amongst the team.