Who We Serve
NewPlan has successfully worked with hundreds of technology industry clients worldwide. We’ve worked with companies at every stage of the business lifecycle. Typical client profiles include:
Entrepreneurs who want to create a new company from scratch to address a new market opportunity.
A company is just entering the market and is looking for its first significant round of funding,
High-growth companies that need to scale rapidly.
A division of a large company that wants to launch a new business unit and needs to put the right strategy, financial plan, and team in place
Case Studies
Featured
Testimonials
“NewPlan worked with us to create a strategy that was right for the market and stood the test of time. Peter blended well with our culture and served as a critical advisor for me and my entire team and helped us work through a lot of high pressure situations successfully. And he provided important input that led us to our sale to IBM.”
“We worked with NewPlan for many years. They helped us to crystalize our strategy, set our operating priorities, and meet the right people in the marketplace to move the Company forward. As a result, we were able to execute a high value merger with Bridgevine that positions us for future growth.”
“We have used NewPlan to speed our transition from a product reseller to IT services business model. NewPlan has helped us greatly with our strategy, solution packaging, daily operations, and organization structure. Peter has been with us every step of the way, and, with their help, our transition is complete.”
“NewPlan was a great deal of help positioning NSI in the marketplace prior to going out for a capital raise. With NewPlan’s help, we developed an investor package that was clean, concise and conveyed the message we needed to get across. We successfully raised $5 million. We leveraged that capital to grow rapidly, and, a couple of years later, Nuance acquired us in a high value exit.”
Start-Ups
Growth Companies
Larger Companies, Private Equity, & Investment Banking
