Team

Prospectus.com Management Team – Seasoned Finance Industry Veterans, Start-up Mentors & More…

Prospectus.com’s in-house team of business plan writers, legal consultants and securities attorneys, investment banking veterans and corporate finance professionals have helped tens of hundreds of companies across various industries worldwide achieve their capital formation goals.  Our seasoned management team has 100+ years combined experience serving in broad senior leadership roles within financial services, investment banking, management consulting and start-up spheres.  Our management team also works with a captive network of lawyers and business consultants specializing in various silos that are crucial to advancing the goals of our clients, our management team pedigrees enable us to effectively assist our clients with their capital raising documents and overall business strategies.

Aside from assisting with investor offering prospectus documents and other offering memorandum securities documents, our firm offers a full spectrum of crucial services and networking tools for entrepreneurs who aim to scale up their business and capital raising initiatives.  We take pride in our ability to deliver the highest quality service with the highest standards of work ethic and accountability.

The Prospectus.com Management Team is involved in every aspect of every engagement, including projects that warrant our outsourcing to specialists that address specific tasks, whether that includes graphic design of marketing collateral material and website development to business plan creation and enterprise valuation to Investor Relations and Corporate Communications services and capital introduction services. Because our senior management team members have played a direct role in these tasks via prior and respective career roles, we are uniquely qualified to oversee every component of every engagement that we are entrusted with.

Unlike other ‘consultancy firms’ operating within our space, we deliver bespoke services; every project is administered as if we were the client. For us, it’s not just business, we make it personal.

Paul Azous

Founder | Chief Executive Officer

Paul is the Founder and Chief Executive Officer of Prospectus.com.  For over 15 years Paul has assisted companies launch their businesses, including developing their financial and business models, as well as conducting company valuations, assisted with debt or equity offerings and general business consulting for startup and later stage companies. He has assisted more than 5,000 companies with their business plans, offering documents and related services worldwide, spanning a wide spectrum of industries in over 50 countries.

Paul is the Founder and CEO of numerous financial and consulting ventures, including Raisemoney.com and Brokerdealer.com, among many others, all of which assist startups and later stage companies with their business needs. He has assisted companies with such diverse product offerings that range from underwater hotel developments in the South Pacific Ocean to space debris collection technology outside the Earth’s atmosphere. He has been interviewed by the Wall Street Journal and New York Times. From the planning of one’s business to the drafting of the company’s documents to investors resources, these isn’t an aspect of Paul’s daily business life that doesn’t surround assisting entrepreneurs.

Paul is also the Chairman and Co-Founder of Borders.org, aka Business Plans Without Borders, a 501c3 non profit organization that assists low income families, refugees and immigrants with business plan writing services and seed grants to start a business.   He is active in various charity and community organizations where he sits on numerous boards of directors for both private companies and non-profit organizations.

Paul is first and foremost a student of history and writer. He is the author of two books.

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Steven Chow

Director | Chief Strategic Officer

Business Development,  China

Steven is a noted business development expert. Although trained as an attorney in international trade and business development in China, Steve also specializes in 144-A offerings – mainly in the debt sphere – as well as general private placement writing, real estate transactions and precious metals (for 144A). Steven also works in the real estate private placement sector and helps companies and firms develop real estate proposals for as well as assists with China based investors. Steven is tied into the ‘Silicon Valley’ of China. His contacts and networking experience in the Chinese hi-tech and real estate market, including venture capitalists, has been a valuable asset for Prospectus. He has successfully structured and negotiated mergers and acquisitions and general stock sales for both expanding start-ups and later stage companies. Steven is also contributing columnist for Alrroya, the leading business daily in Dubai, UAE, where he writes on economics, trade and marketing issues regarding China. Steven also spends a significant amount of his time volunteering for all sorts of causes, and greatly enjoys mentoring young start-up companies.

Lauren Peters

Graphics & Editing Leader

Lauren is Prospectus.com team’s ‘go-to’ for fine-tuning investor tear sheets, PPT decks and supplemental graphic presentations for projects that call for short-form ‘jump-off-the-page’ value propositions. Lauren’s middle initial is “E” and that stands for Entrepreneur, which means that the right side and left side of her brain are synchronized in a way that adds more than just incremental-value to investment presentation material that Prospectus.com assembles for clients of all sizes and shapes, regardless of industry in which those clients reside.

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Jacob Berkman

Principal | Chief Operating Officer

Having spent the first 20 years of his career within the financial services sector, Jay’s early years included successively senior roles across the sell-side, including risk management, spearheading fintech initiatives, global marketing and overseeing institutional sales teams for industry-recognized boutiques. With a portfolio of experiences and multi-domain expertise, Jacob later migrated to the world of business leadership and brand marketing, where he has been successively recruited to serve in leadership roles in various industries, including interim CEO of a public entertainment company best known for operating one of the world’s most visited tourist destinations. Jacob is a serial entrepreneur who, during the past ten years alone has been credited with jump starting and/or re-invigorating a cross-section of innovative and disruptive companies operating within the financial services and fintech space, consumer products, healthcare technology, insurtech, professional services, and new media silos. In addition to his role guiding clients of Prospectus.com and project management of firm engagements to to ensure clients’ value propositions are framed in ways that best appeal to accredited investors, he serves as an advisory board member to fintech merchant bank SenaHill Partners. Jacob is active in various philanthropic initiatives, including advising organizations focused on improving the lives of Service-Disabled Veterans and their families.

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Lena P

Business Plan-Pitch Deck Perfectionist | SWOT Team Flight Lieutenant

Lena’s unique finance industry pedigree exemplifies the caliber of talent and capability that Prospectus brings to clients when engaged to create business plans and value proposition collateral intended for the eyes (and ears) of seasoned professional investors.  Lena’s now 10 year industry experience includes roles at JP Morgan, Lazard, and one of the most recognized management consulting firms on Planet Earth. Lena has advised on and/or led 100+ projects that have encompassed Business Planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) – Investor Pitching, Pitch Deck drafting & Fundraising (angel investors, venture capital and private equity). Of critical importance, Lena is fluent in best practices regarding private company valuation, M&A and Due Diligence processes. She is a a seasoned pro when it comes to Financial Analysis & Forecasting and Market Research (industry analysis, market sizing, competitive analysis, customer analysis, SWOT).

Sam Goldberg

CAO | Chief Administrative Officer

Sammy brings years of experience to Prospectus in private placement, capital acquisition and business consulting, including working in the public offerings and private issues such as Reg S and 144A, stock exchange listing services, real estate as well as the EB5 market. His expertise lies in commercial real estate and hi-tech financing and 144A offerings and private placements. He has negotiated private investment and venture term sheets of nearly $2.5 billion since joining the team in 2006. His keen insights into the various factors needed in order for entrepreneurs to procure capital have helped our company grow in both size and credibility. The CEO of Prospectus.com, Paul, often characterizes Sammy as a ‘master negotiator’ and an ‘analytical genius’. He is an expert business plan writer and in addition to raising capital, Sammy specializes in corporate finance with a primary focus on the energy (oil and gas) industry, the health care sector and the commercial real estate market. Sam has worked on Wall Street for years in investment banking.

Peter Berkman

Legal | Counsel

Having more than 30 years experience across the securities industry, residential real-estate arena and private entrepreneurship, Peter provides clients with pragmatic guidance and expertise to ensure the best possible outcome in every engagement. Peter has helped guide Prospectus.com clients worldwide with stock exchange and OTC listing services. Peter is based in Tampa, Florida and his firm website is via this link

J.D. Securities Law/Taxation/ Estate Planning

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Steve Johnson

Team Leader | Business Development

Steve brings years of experience to Prospectus in business plan writing, prospectus drafting and private placement offering memorandum structuring. He excels in three specific areas: oil and gas (energy in general), real estate and hi tech as it relates to hedge fund and mutual fund offerings. Steve is currently in mode to develop various block chain technologies and how that will impact the entrepreneurial world and the everyday investor. When he is not busy with document preparation or networking he enjoys fly fishing and kayaking.

Evan Fisher

Business Plan Team Leader | Top Gun Consigliere

While his head shot causes some clients to confuse Evan with Tom Cruise, the only top gun comparison that Prospectus team members can make is that Evan is uniquely adept, highly-trained and completely versatile when challenged to re-invent wheels and keep clients in full throttle mode. Evan’s top gun ranking is courtesy of his skill preparing truly comprehensive business plans for clients, whether they reside in the adtech space, consumer goods, digital media universe or the commercial aviation industry. There is both an art and a science to configuring a compelling business plan presentation and Evan can be matched up with any 6-Sigma black belt. A Villanova U alumni, Evan’s real-world credentials equate to his having a post graduate degree in business analysis, structuring and negotiating agreements. Evan has a long track record of helping entrepreneurial clients advance to the next level, and he’s too often recruited by clients to take senior roles in their companies post funding. Did we forget to mention that Evan is multi-lingual and fluent in cross-border transactions?

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Nag Chettiar

Principal | India Securities

Nag oversees the day-to-day operations of Prospectus’s partners, and is in charge of the Company’s India divisions.  A pioneer in the field of web and software development investment, Nag is first and foremost a lifelong student of mathematics and coding.  Nag has worked with large international corporations within the area of Telecommunication, Health care and Banking. He has worked abroad as well, overseeing the establishment of new opportunities and managing applications in different areas, environments and cultures. Nag has solid experience in the development of many software-systems, as well as in team-management and project management, all of which lays a solid foundation for him to guide and support companies with their IT-projects and investments. He hold a Bachelor Degree in Computer Science and Engineering.

Bob Mahdavi

CTO - CCO | Chief Tech & Consulting Officer

Bob is a grass roots social entrepreneur. For over 15 years, Bob has both consulted for both startup and later stage companies and started several of his own successful businesses. As a member of Prospectus management team, Bob has extensive experience in the technology industry, from management, business, and project development, to customer relations in the United States and beyond. He shares in the philosophy of providing top-quality products and services tailored to his clients’ specific needs, in accordance with proven best practices and the highest ethical standards. Robert measures his success on helping others. As head of product and marketing strategy for Prospectus, which includes assisting with business plan writing, 144A/Reg S offerings and much more, Bob and his team help define strategy and execute needed services.

Bob is also a recognized and often consulted authority on search engine optimization (seo) and data mining forensics (or knowledge discovery) for strategic cultivation of business development. A pioneer from Seattle in the field of web software development and business plan writing, Bob is first and foremost a lifelong student of mathematics and philosophy. Aside from his daily activities with Prospectus, he is an often sought after technology consultant. Bob volunteers with non-profits in his spare time.

Ahmed Lotfy

Mid-East Leader | Strategic Officer

Ahmed is a consultant and financial journalist and investment writer with over a decade of solid expertise in the areas of financial news reporting, financial analysis, and creation of regulatory filings. He has served as Thomson Reuters’ finance correspondent for MENA region between 2011 and 2014. He currently works with Prospectus.com in the capacity as our Middle East representative for private and public offering services, including assisting with writing services in areas such as investor relations, regulatory filings (equity markets), IPO prospectuses and private placement offerings, including annual reports, SEC 1-K and 10-K forms.

Ryan Gorman

PR-IR-Corporate Communications | Director

Ryan Gorman leads our PR-IR-Corporate Communications practice group. Ryan is a “financial industry journalist-turned-media strategy expert” whose 15-years of experience includes framing and delivering investor-centric corporate brand messaging campaigns for a broad range of public companies and startups across multiple silos. His areas of expertise include working with consumer product companies, B2C firms operating within regulated environments, “fintech” firms, hedge funds as well as VC firms and Private Equity firms. Early in his career, Ryan served as the senior PR / IR / Corporate Communications executive for a boutique investment bank, as well as having performed in similar roles for two global investment banks.

Ryan’s fluency and knowledge of corporate messaging, investor relations and public relations best practices include specific expertise working with startups that seek to ‘test the waters’ for private placement offerings and most appropriate ways to leverage social media and traditional media. Ryan’s IR-PR insight and skillset is attributed in part to his prior, senior journalist roles working for Business Insider, AOL News, the (U.K.) Daily Mail, Wall Street Letter (a weekly trade publication with an online presence publishing stories daily), the New York Daily News and MicNews (formerly PolicyMic).

Previous to Ryan’s business journalism career, he spent over four years working for global investment banks UBS and Bank of New York Mellon; roles that included his working in PacRim offices for those respective banks.

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