Testimonials

LOAN MATCH
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Heather McGee
Partner & COO
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17 Asset Management
Financial Services, NYC
"Visionary sourced us a loan within days of indicating our need for working capital."

INVESTMENT OPPORTUNITY MATCH
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Ian Leisegang
Founder & Managing Partner
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3Spoke Capital
VC Fund, Orange County
"Over a multi-month process, Visionary originated a family office seeking liquidity and supported us with information coordination, resulting in a successful investment."

EARLY STAGE INVESTOR MATCH
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David Weild
Founder & CEO
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Wield & Co
Venture, NYC
"Visionary introduced us to prospective investors in NYC, by partnering us with investor pitch events, and through private meetings in the US, remotely and internationally. We received an initial commitment from a value added investor."

EARLY STAGE INVESTOR MATCH
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Noelle Millholt
Co-Founder & CRO
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Homer
Venture, NYC
"Visionary arranged and attended multiple meetings in Boston and NYC with investors that had relevant interests and expertise in media publishing, impact, and ventures local to NYC. This resulted in investments from a publishing executive, a NYC angel group, and an intermediary that brought us an allocation from an international family office. Multiple of these investors also joined our advisory board."

EARLY STAGE INVESTOR MATCH
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Edward Gibstein
CEO
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COVA Capital Partners
Broker/Dealer, NYC
"Visionary has invited us on a regular basis to their Member gatherings, and we have used Visionary’s arranged meeting services to extend the reach of our client capital raise engagements. This has resulted in success, and we are considering recommending Visionary’s services to our clients and using them directly in future."

EARLY STAGE INVESTOR MATCH
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Shay Nulman
CEO
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Mantaro
Venture, Toronto
"Visionary introduced me to other private investors and family offices in Toronto in person and remotely. A Toronto local family office made an investment in one of the e-commerce ventures that my family office is backing."

LP INVESTOR MATCH
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Mark Cachia
Founder & CIO
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Scytale Ventures
VC Fund, Dubai
"Visionary advised on our communications, updated presentation materials, and hosted virtual events resulting in an LP investor commitment. Visionary continues to refer quality investment opportunities."

LP INVESTOR MATCH
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Jared Heyman
Founder & Managing Partner
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Rebel Fund
VC Fund, Northern California
"Visionary coordinated an international offline/online IRaaS process resulting in a LP investment."

LP INVESTOR MATCH
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Ridaa Murad
Founder
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Breakform VC
Real Estate Fund, Los Angeles
"I engaged Visionary IRaaS in the final months of the capital raise for our real estate fund. Visionary arranged local meetings, which resulted in LP commitment from a private investor."

MANAGED ACCOUNT MATCH
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Timothy Enneking
Co-Founder & Managing Partner
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Psalion
VC Fund, Paris & Orange County
"Visionary made 1st look investor introductions quickly resulting in and investment by a fund of funds into our cryptocurrency yield offering."

DONOR MATCH
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Carin Winter
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Mission Be
Non-Profit Organization, New York City
"Visionary Featured our non-profit during their end of year impact arranged meetings, and at their bi-coastal holiday party in NYC and San Francisco. We were able to secure donations and make new meaningful connections."

INVESTMENT OPPORTUNITY MATCH
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Steven Marshank
Private Investor
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San Francisco
"I joined into a Visionary Virtual Event to gain industry insights and decided to make an LP investment into a leading blockchain/cryptocurrency fund."

INVESTMENT OPPORTUNITY MATCH
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Jerry Hughes
Private Investor
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Boston
"I was referred into Visionary by my son who knew one of the Founding Members through a university. Visionary personalized their approach to me, took the time to understand my background and interests, and presented me with targeted investment opportunities. So far, I have made one investment via the Visionary Network and continue to see and consider new opportunities Visionary uncovers."

INVESTMENT OPPORTUNITY MATCH
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Jerry Fragetti
Angel Investor
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New York City
"Visionary has presented our angel group relevant investment opportunities, and worked with our Members to involve them in their Advisory Partner expert network. A group made commitments to a children’s early learning company, and I joined their Advisory Board. Another Member of our network with expertise in the food industry secured a consulting engagement with a company in the consumer fish industry."

INVESTMENT OPPORTUNITY MATCH
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Jared Cohen
Private Investor
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Los Angeles
"I opted into Visionary during a powered by Visionary conference. Since then, Visionary has introduced me to entrepreneurs and fund managers with relevant investment opportunities in cannabis, blockchain, and real estate. I have invested in one real estate fund."

INVESTMENT OPPORTUNITY MATCH
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Bradley Harrison
Founder & Managing Partner
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Scout Ventures
VC Fund, Austin
"I have known the Visionary team for sometime and we continue to review the opportunities they present our fund. We have made a commitment after being presented one of these entrepreneurs."

INVESTMENT OPPORTUNITY MATCH
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Nick Jekogian
CEO
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Signature Investment Group
Real Estate Developer, NYC
"Visionary took the time to understand my overlapping interests in real estate and early stage technology investing. They then presented me a building operations technology company and I participated in their seed round of financing."

INVESTMENT OPPORTUNITY MATCH
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Erwin Wong
Private Investor
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Vancouver
"Every time that Visionary presents me investment opportunities, they are relevant to my focus, high caliber, and with accomplished management teams. I have made one investment thus far and I am working with Visionary build out that venture while reviewing other opportunities together."

ADVISORY PARTNER MATCH
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Dr. Glenn Toby
Founder
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Glenn Toby Enterprises
Strategic Advisory & Talent Representation, Atlanta
"Visionary has consistently referred sports and entertainment venture advisory clients seeking coaching on their business plan and communications. Engagements with Visionary Members have taken me across the US, to Bermuda, and to Davos, Switzerland. Visionary has also supported my charitable Foundation with awareness and donations."

ADVISORY PARTNER MATCH
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Jamie Gold
Partner
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Ace & King Productions
Strategic Advisory & Talent Representation, Los Angeles
"Visionary has referred me to global opportunities relevant to my particular expertise and relationships in gaming, media, and philanthropy, resulting in Advisory Board roles."

ACCESS PARTNER MATCH
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Barry Dorfman
CEO
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BLD Holdings
Broker/Dealer Representative, Boca Raton
"Visionary introduced me to entrepreneurs, fund managers and other relationships which resulted in capital access advisory clients, including entrepreneurs and emerging fund managers."

ACCESS PARTNER MATCH
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Adam Krim
Partner
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Aligned Group
Business Development & Capital Access, Puerto Rico
"I have engaged Visionary for Relationship Capital Management using Access Credits to map my relationships and activate them via Virtual Events. One of my referrals resulted in fund LP placement. I have staked Access Credits as a Founding Member and to deepen this arrangement."

ACCESS PARTNER MATCH
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Robert Levin
Founder
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Emerging Star Capital
VC Fund, Northern California
"I have recommended Visionary to my portfolio companies and other fund managers, and used Access Credits earned from my referrals for my own fund objectives."

EMPLOYMENT MATCH
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Alexandra Bromson
VP
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Generate Capital
Renewable Energy Utility, New York City
"I am an ongoing participant in Visionary's Referral Exchange. My referrals have resulted in new Members and clients for Visionary, and their referrals have twice lead me to be employed by industry leading firms in renewable energy."

EMPLOYMENT MATCH
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John Polis
COO
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Star Mountain Capital
Private Equity Fund, New York City
"Visionary engaged me for consulting services and during that time I worked with various Members in the network, including a private equity fund, which then hired me full time as their COO."

EVENT PRODUCER MATCH
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Rushil Suri
Investment Management & VIP Relations
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Ritossa Family Office Summits
Family Office & Event Producer, Dubai
"Visionary arranged meetings in our Dubai office and globally, resulting multiple event delegates. Visionary attends our events and we attend Visionary Member events, exchanging Access Credits."

EVENT PRODUCER MATCH
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Neil Green
Event Producer
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JABOY Productions
Investor Network & Events, Los Angeles
"Visionary has referred sponsors and investor delegates. Visionary attends my events and I use Access Credits to engage the BDaaS support of my event sales & marketing."