milleniaventures.com Open in urlscan Pro
184.154.45.213  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to content
 * Home
 * Sample Past Transactions
 * Capital Types
 * Client Criteria
 * Contact Us

Book a Consultation
Book a Consultation

Main Menu
 * Home
 * Sample Past Transactions
 * Capital Types
 * Client Criteria
 * Contact Us

Book a Consultation
Book a Consultation


PREDICTABLE CAPITAL FORMATION



Capital Advisory, Debt Finance, M&A, IPO, Business Strategy

“We only engage with the most fundable early-stage companies on the planet.”




OUR PROCESS

STEP 1


REVIEW INVESTOR MATERIALS

• Meetings with the founder or C-Suite

• Review of investor documents

• Make an initial eligibility determination based on founders’ experience,
knowledge, and expertise

STEP 2


DUE DILIGENCE

• Third-party vendor (Capizate/Start-Up Planner) review of investor materials

• Company updates investor materials

• Third-party vendor gives 925/1000 point approval of documents

STEP 3


MARKETING PROCESS

• Millenia meets with the Founder to determine proper narrative for investors

• Live google sheet is created for leads

• Millenia Network Outreach for leads

• LinkedIn Automation for leads

• Email Automation for leads

• Millenia vets the leads

• Millenia sets up a meeting with all approved leads and founders

• Millenia follows up with leads

• Millenia reviews Pitchbook for dry powder in industry sector

• Millenia organizes investor roundtables in various cities to connect founders
and investors in person

• Millenia posts about the company in private Facebook and LinkedIn investor
groups



STEP 4


DOCUMENTATION

• Investor engages in due diligence

• Investor decides to move forward with the deal and requests offering documents

• Documents are executed and funds are delivered to company


OUR TEAM




PHILIP PEREDO

Managing Director


Read Phil's Bio
Philip Peredo is a Managing Director of Millenia Ventures – a Las Vegas-based
capital advisory firm. Millenia specializes in early stage capital raising,
proper due diligence execution, lower middle market mergers and acquisitions and
initial public offerings. Mr. Peredo started his finance career as a wealth
advisor with Merrill Lynch and has worked with Boustead Securities, Sutter
Securities, GT Securities, and currently, Finalis Securities. 
 
Philip is also an entrepreneur in the hospitality, entertainment and fintech
industries with prior and current ownerships in comedy clubs, a restaurant,
catering service, business process outsourcing and procurement firms.
 
Phil started his career after undergraduate studies at the University of
Maryland and graduate work at Harvard University in the area of government and
politics with stints as a White House Intern, Peace Corps Volunteer,
Congressional staffer, and New Jersey political operative and candidate.
Facebook-f Linkedin


WALKER HAYS

Director of Operations


Read Walker's Bio

Walker Hays has worked for many Fortune 100 companies including Merrill Lynch,
Met Life, and T Rowe Price. She is committed to bringing out the best in clients
and showcasing the essence of their brands to strategically chosen investors.
She’s traveled the world but is now a proud resident of Atlanta and baker of a
mean peach pie.

Facebook-f Linkedin


LAURA DUONG

Blockchain and Crypto Investor Specialist


Read Laura's Bio
Laura Duong is the Blockchain and Crypto Investor Specialist for Millenia
Ventures in San Juan, Puerto Rico. She is a graduate of Villanova University
with a B.S. in Business Administration. Her career spans Information Technology,
Finance and Biotech.
 
Laura worked as a Consultant and Business Development Manager at Deloitte
Consulting, JP Morgan Chase and the world’s largest biotech company – Amgen. She
is the author of the Amazon Bestseller – Blockchain for Humanity.
Facebook-f Linkedin


DR. SOUMYADIPTA DAS

head of investor outreach


Read Dr. Soumyadipta's Bio
Dr. Soumyadipta Das is the head of investor outreach for Millenia Ventures. Dr.
Das and the Millenia Ventures operations team ensure that Millenia’s investor
base is properly served and continues to grow daily. Soumyadipta does this with
his encyclopedic knowledge of digital marketing applications and their highest
and best use for investor relations. MV team members include experts in
LinkedIn, CRM systems, email strategy, social media, clickfunnels, and paid ad
outreach.
Facebook-f Linkedin


BIJAYA DUTTA

Copywriter


Read Bijaya's Bio

Bijaya Dutta is a highly skilled business strategist and copywriter. With a
passion for helping entrepreneurs thrive, Bijaya specializes in creating
captivating copy for investor outreach, engaging website content, compelling
social media content, and effective email management. Bijaya also excels in
assisting clients in their journey toward business growth and scalability
through automation.

Facebook-f Linkedin


SK ISHAN

Digital Marketing


Read Ishan's Bio

Ishan is a highly skilled professional in digital marketing, systems, and web
development. Ishan creates tailored marketing campaigns to generate targeted
investor traffic. He optimizes workflows and improves efficiency by implementing
CRM systems, project management tools, and other software solutions aligned with
his clients’ goals. Ishan is an integration Specialist, proficient in connecting
different software applications and systems.

Facebook-f Linkedin


MEGHNA HAZRA

Social Media


Read Meghna's Bio

Meghna Hazra is a creative and results-driven Social Media Manager. Meghna
specializes in developing engaging strategies that foster brand loyalty and
drive growth. From captivating content to effective advertising, she leverages
social media’s power for its maximum impact.

Facebook-f Linkedin


CHIP BUNCE

Investor Relations


Read Chip's Bio

A retired military officer and pharma executive, Chip engages with the Millenia
Ventures investors daily. He is a relationship builder and provides the
necessary strategic communications to get a deal to the finish line.

Facebook-f Linkedin


DAVID LEE

Communications Strategist


Read David's Bio

David Lee is an accomplished filmmaker, social media influencer, and digital
marketer, and copywriter. He has recently released a feature comedy special and
feature-length documentary called “Drive-In Comedy Show”. David’s work is
critical to the narrative, storytelling, and communication of deals to
investors.

Facebook-f Linkedin


CAPITAL TYPES

The difference between us and all of the other brokers, consultants, lenders,
and bankers out there is that we listen to what your needs are, we evaluate and
strategize your best mode of action for your business, and then we help you
execute.
 
We don’t want the easiest or the quickest fix for you that harms you financially
in the future. We want the best solution for the short-term and the long-term.
We are not motivated by immediate commission that will harm or ruin your
business in the long-run. We seek what’s best for you and your business.
If you can find your lender online or if they are calling you on the phone,
texting you, or sending you email, they are probably not the right lender for
you. If your lender immediately offers you a merchant cash advance, line of
credit, or short term loan with interest between 20-40% with daily and weekly
payments as their first option on how they can help you, then that may not be
the right lender for you.
 
If you are raising capital and your consultant, broker, or banker charges
$20,000 or more in retainer fees without a proper process of how they are going
to raise your capital, then they may not be the right person for you. When your
broker says – “I’ve been in finance for 20 years with lots of relationships,” –
this is not a process for raising capital


DEBT

 * start-up capital
 * working capital
 * bridge loans
 * inventory and equipment financing
 * purchase order financing
 * receivables financing
 * lines of credit
 * construction loans


EQUITY

 * angel investors
 * private equity growth investors
 * accredited investors
 * high net worth investors
 * RIAs
 * endowments
 * pension funds
 * fund of funds
 * sovereign wealth funds
 * family offices
 * venture capital


ALTERNATIVE

 * government grants
 * government refunds and credits
 * sponsored capital


IPOS

 * pre-IPO financing
 * follow-on offering syndication
 * lower middle market and big bank syndicate relationships


MERGERS AND ACQUISITIONS

 * strong due diligence team
 * business buyers
 * private equity


CLIENT CRITERIA

Millenia Ventures requires the following criteria for all early-stage companies.


1. Founder must have at least one exit or be a national expert in their field.

2. All due diligence must be completed with a virtual data room. A review of
business finance documents will be completed by Capizate.

3. There must be distribution in place – contracts, agreements, MOUs, purchase
orders, or LOIs to justify company financial projections and financial
evaluation.


Disclosure:

Securities are offered through Finalis Securities LLC Member FINRA / SIPC.
Millenia Ventures is not a registered broker-dealer, and Finalis Securities LLC
and Millenia Ventures are separate, unaffiliated entities. Finalis Privacy
Policy | Finalis Business Continuity Plan | FINRA BrokerCheck (the "Millenia
Ventures Website") is a website operated by Millenia Ventures, a privately held
Wyoming limited liability company. Millenia Ventures provides capital formation
services. 









“The Lord bless you and keep you; the Lord make his face shine upon you and be
gracious to you; the Lord turn his face toward you and give you peace.”
Numbers 6: 24-26


MILLENIA VENTURES

 

Office Locations:

 

Las Vegas, Nevada
8400 West Sunset Road #300
Las Vegas 89113

 


Atlanta, Georgia
West Bengal, India,
San Juan, Puerto Rico,
Manila, Philippines

 

Phone: 917-880-8186

Email: Phil@MilleniaVentures.com

 

 




Copyright © 2024 Millenia Ventures

Powered by Millenia Ventures