Clarity in your investment decisions.

At Waypoint, we believe that investing in competent people with a proven idea can create great companies with world-class products and services.

We help investors like you by clarifying a company’s technical competency, potential and risk, enabling you to arrive at an accurate valuation and have peace of mind about your investment decision.

Clarity in your investment decisions.

At Waypoint, we believe that investing in competent people with a proven idea can create great companies with world-class products and services.

We help investors like you by clarifying a company’s technical competency and risk, enabling you to arrive at an accurate valuation and have peace of mind about your investment decision.

Our Responsibility

The right investment decision has a clear view of technology.

We believe getting that clear view, the responsibility of technical diligence, demands more than the status quo.

Enduring a transactional affiliation means introducing yourself (AGAIN), navigating a revolving door of new names and processes with those who don’t know you, your firm or portfolio.

We believe you should have a consistent set of trusted advisors; consistency of participation, a partnership, helps continuity, and helps you focus on running your diligence.

PARTNERSHIP

RELEVANT INSIGHT

Spending time translating ineffective reports into something valuable leads to worrying if you’re getting the information you need, or if you missed something that matters.

We believe analyses and reports should clarify the impact of technology, providing relevant insight and removing uncertainty, giving you time to spend evaluating risk and opportunity.

It’s difficult to process input while having anxiety over timelines, people or whether the advice you got is based on someone’s own biased reasons or misunderstood observations.

We believe you should have a partner you can trust, a process you can understand, and advice that brings peace of mind and helps ensure that the decision you make is the right one.

PEACE OF MIND

Our Responsibility
The Investor's CTO

PARTNERSHIPS MATTER

The Investor’s CTO

Integrated member of the deal team

Consistent advocate for technology

Reliable and present subject matter expert

A technical advisor who knows your firm, your portfolio and is focused on the technical aspects of your firm’s investment strategies

Your Firm

Partner/Firm education
Technical market/industry analysis and guidance

M&A

Clear perspective and relevant advice on acquisitions throughout their deal flow

Value Creation

Establishing and evangelizing portfolio standards Portfolio R&D assessments and strategic counsel

Successful Exit

Portfolio exit preparation and risk assessment
Sell-Side diligence

The Investor's CTO
Our Responsibility

The right investment decision has a clear view of technology.

We believe getting that clear view, the responsibility of technical diligence, demands more than the status quo.

PARTNERSHIP

Enduring a transactional affiliation means introducing yourself (AGAIN), navigating a revolving door of new names and processes with those who don’t know you, your firm or portfolio.

We believe you should have a consistent set of trusted advisors; consistency of participation, a partnership, helps continuity, and helps you focus on running your diligence.

RELEVANT INSIGHT

Spending time translating ineffective reports into something valuable leads to worrying if you’re getting the information you need, or if you missed something that matters.

We believe analyses and reports should clarify the impact of technology, providing relevant insight and removing uncertainty, giving you time to spend evaluating risk and opportunity.

PEACE OF MIND

It’s difficult to process input while having anxiety over timelines, people or whether the advice you got is based on someone’s own biased reasons or misunderstood observations.

We believe you should have a partner you can trust, a process you can understand, and advice that brings peace of mind and helps ensure that the decision you make is the right one.

Our Responsibility
What We Believe

We believe having peace of mind about technology starts with advice that is infused with expertise, proven with experience and delivered consistently in a way that is consumable, relevant and high-fidelity.


This is a better diligence experience, from The Investor's CTO.

What We Believe
What We Believe

We believe having peace of mind about technology starts with advice that is infused with expertise, proven with experience and delivered consistently in a way that is consumable, relevant and high-fidelity.


This is a better diligence experience, from The Investor's CTO.

What We Believe
It's the Mileage

It’s not the years, it’s the mileage.

Our team’s journeys have seen many discussions, Wi-Fi setups, boardrooms, journals, power adapter configurations, engineers & whiteboards.

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Diligence and related projects

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Investment firms

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Invested

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Great food places

Pathfinders
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Dushan Bilbija

Managing Partner

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James Waletzky

Managing Partner

Pathfinders
It's the Mileage
Contact

Let's grab coffee.

We’re not big on web forms, we’re big on conversations.
Send us an email at coffee@waypoint.co, give us a call or shoot us a text at 415.761.1417.
We’d love to hear what you’re about.

beer@waypoint.co, bacon@waypoint.co, scotch@waypoint.co also work.

Contact