CAP3 has experienced incredible growth and transformation this year, and it’s something we’re genuinely excited about. As we head into 2025, we’re embracing a fresh mission, vision, and values to guide our journey forward. We’re grateful for a team that lives out these values daily, enabling us to deliver exceptional experiences to our clients, community, and one another. A special thanks to Adam Tartt, MBA, Matthew Coleman, Rachel Stantliff, and Shannon Short, CPA for the thoughtful presentation. 2025, we’re ready for you! Let’s make it count.
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We look back at a successful 2024, 𝒈𝒓𝒂𝒕𝒆𝒇𝒖𝒍 for the trust our clients put into us and 𝒑𝒓𝒐𝒖𝒅 of all the challenges we've mastered 𝒂𝒔 𝒂 𝒕𝒆𝒂𝒎. Now, we're excited to see what 2025 has in store 💫 𝑾𝒆 𝒘𝒊𝒔𝒉 𝒚𝒐𝒖 𝒂𝒍𝒍 𝒂 𝒈𝒓𝒆𝒂𝒕 𝒔𝒕𝒂𝒓𝒕 𝒊𝒏𝒕𝒐 𝒕𝒉𝒊𝒔 𝑩𝒓𝒂𝒏𝒅 𝑵𝒆𝒘 𝒀𝒆𝒂𝒓! #happynewyear #wealthmanagement #assetprotection
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We've just kicked off Q4, which tends to be the busiest season at B Capital . Running any business can feel like a 24/7 endeavor, especially when your team is spread across multiple time zones like B Capital's. In my 20s and 30s, I treated busyness like a badge of honor. It gave meaning to a routine that often felt rather stressful. But as I've gotten older, I've realized that being busy isn't a useful metric. It doesn't make me healthier, happier, or more successful. Here are a few things I've been doing this year to maintain focus: · Delegating and Elevating: Empowering my team by delegating key responsibilities fosters trust, growth, and innovation. This allows me to concentrate on strategic tasks and drives better outcomes for the organization. · Leveraging AI for Internal Efficiency: Our Co-Founder and Co-CEO Eduardo Saverin has been spearheading an effort to build a set of internal AI-enabled tools that allow me and the rest of the B Capital team to be more focused, efficient, and informed in our day-to-day work. · Maintaining an Active Feedback Loop: I engage regularly with my team to understand where they believe my input would be most impactful, which keeps me focused on our most important and strategic needs. Modeling this type of focus also has downstream effects. Founders and CEOs at fast-scaling companies always have too much on their to-do lists. As venture investors, we can help them avoid falling into the busyness trap and remain focused on executing on their vision.
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2024 has been an incredible year of learning, sharing, and connecting with all of you. Empowering founders, innovators, and executives to build and scale digital solutions has been an amazing journey. Here’s to 2025—ready to learn more, share more, and grow together. #BeAgile #LinkedInWrapped
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✨Goodbye 2024, Welcome 2025! 🎉 😍 As we bid farewell to 2024, it’s time to reflect on the milestones we've achieved and the lessons we've learned. Each challenge and triumph has been a stepping stone toward growth and resilience. The new year isn’t just about resolutions; it’s about planning for success and committing to continuous self-development and innovation. Let’s make 2025 a year of impactful change, setting clear goals and creating strategies to turn aspirations into achievements 💯 Embracing new opportunities 🌟 Growing together as professionals 💡 Creating a roadmap for sustainable success 📈 Wishing everyone a year filled with growth, success, and Endless possibilities! #NewYear2025 #GrowthMindset #ContinuousImprovement #SuccessPlanning #Innovation #Fintech
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Cheers to 1 year since our public listing. 🌟 It’s been a year filled with achievements, learnings, and exciting opportunities. We extend our gratitude to everyone who has contributed to our journey – from our team members to our investors and partners. Here’s to continuous growth, innovation, and success in the years to come. #ParvisInvest #PublicAnniversary #RealEstateInvestment #Innovation #GrowthJourney #TSXV
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📍Why I love this story about making a start on digital Because creating value for customers and employers is empowering and necessary for growth. Sometimes knowing where to start and accelerating change to realise outcomes early can be challenging But it can be done! “In just 12 weeks we equipped the Spirit Super team with the knowledge, skills, and confidence to continue growing and innovating long after our partnership ended.” Thanks for sharing the story Equal Experts and Alex Mehl #innovation #digitaltransformation #digitalexecution #acceleratechange
When Spirit Super wanted to embark on a digital transformation project, they needed more than off-the-shelf technology advice - they needed a true partner. 🤝 Chief Technology Officer Alex Mehl turned to us to help Spirit Super elevate its technology, transform its software development lifecycle and deliver immediate business benefits. But our collaboration didn’t stop there. In just 12 weeks we equipped the Spirit Super team with the knowledge, skills, and confidence to continue growing and innovating long after our partnership ended. 🎥 Hear from the Spirit Super team about the transformative impact of a partnership with Equal Experts. Read the full case study on our website⬇️ https://hubs.li/Q02BjWVJ0 #Partnership #Superannuation #BusinessBenefits #DigitalTransformation
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As we enter 2025, we can't help but reflect on a year of incredible achievements and profound experiences. 2024 was a year of collaboration, growth, and major changes for both our clients and us. This year, we assisted businesses in streamlining financial operations, fostering long-term growth, and staying ahead of regulatory difficulties, ensuring that each customer we worked with was able to prosper. But we aren't going to stop here; we're more thrilled than ever for what's next. So, here’s to 2025—a year to break new ground, embrace fresh opportunities, and create lasting impact together. Let’s make it our most successful and rewarding year! Wishing you a Happy New Year and continued success—from the entire Plutus team! #startupconsulting #financialadvisor #virtualcfo #outsourcedcfo #financeconsulting #costeffectivecfo #businessmanagement #startupaccountant #smallbusinessfinance #sme #enterprise #plutusconsulting #managementconsulting
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🎃 Ready to carve out your path to Product-Market Fit?🎃 Join Companyon Ventures’ Behind the Curtain roundtable tomorrow (Oct 30) with Michael Ho, Firas Raouf, Eric Morgan, and Hersh Tapadia as they 'exorcise' the mysteries of PMF. Don’t ghost us—RSVP in the comments 👻 https://lnkd.in/emCJcn4w #emergingmanager #venturecapital #productmarketfit
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JUST SOLD! We are beyond excited to announce that our client’s investment has officially closed! This is a huge milestone, and we couldn't be more thrilled for the bright future ahead. Here’s to new beginnings and even bigger successes! #JustSold #SuccessStory #InvestmentClosed #OnToTheNext #FinancialVictory #BigThingsAhead #ClientSuccess #NewBeginnings #WeDidIt
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🚀 Myth-Busting Monday! 🚀 Think it's too hard to get an #NIH Fast-Track or Direct to Phase II? Think again! While most new projects start at Phase I, we proudly support many Fast-Track and Direct to Phase II awards. 💡 Reach out to our team today to find the best funding program for your project needs. We're excited to help you succeed! 🔬 #FundingOpportunity #SmallBusiness
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