services

Capital Fundraising

Any project or venture investment worth being a part of needs to come from relationships forged over time. A face-to-face boutique experience is what the Limited Partner will expect when dealing with us.

The criteria we look for in fundraising projects are as follows:

  • @ least $10mm in capital capacity needed
  • Established & growing revenues
  • Projects in our areas of competency
  • Rarely back first time founders

The CEO has that certain “it” factor Whisper Lane’s process can uncover

Transactional Representation

Early & Late-Stage Venture, Sports, Entertainment, Climatech/Green Tech, Established Funds

Jacob Phillips is a resourceful & thoughtful business development executive. Originally from the Midwest, he brings that work ethic to the West Coast. Trained by some of the best firms on Wall Street, Goldman Sachs & First Trust Portfolios, he has the unique ability to block out noise and deliver high quality, tailored deal flow to his clientele. Jacob has evaluated and recommended tens of thousands of investments over his career, including and not limited to private placements, mutual funds, structured products, private equity, hedge funds, & ETFs. WLC’s strict discipline around which projects they represent pays dividends to their investor base. He resides in Hermosa Beach, California. Jacob enjoys golfing, mountain activities & spending time with his three siblings/their family; he looks forward to a family of his own soon!

Family Office Networking

Buy & Sell Side: We know how important discretion is in the investment world. All our new business is from existing referrals. Whisper Lane Capital has a network of family office relationships throughout the world, all with different areas of expertise. We can leverage these relationships to get private capital fundraising projects in an efficient manor, with an emphasis on strategic investments.