How we work with our portfolio companies

Apex believes the real value-added work begins after an investment is made. Each member of the Apex team brings extensive industry, operating, and investment experience to the firm's role as an active investor/partner. Apex works closely with the entrepreneurs to develop a sound business strategy, build an effective organization, and implement a scaleable operating infrastructure to achieve business success. Apex serves (or have served) on the Boards of more than 75 percent of its portfolio companies.

Typical Apex role includes:

  • Assistance in product, marketing, and sales strategy development
  • Assistance in executive recruitment and organization development
  • Assistance in competitive assessment and strategy development
  • Introduction of key distribution and technology partners
  • Introduction of potential customers
  • Planning, coordination, and origination of subsequent financings