About Us
The Perfect Balance Difference
Perfect Balance Investments is a group of experienced investors, businessmen, lawyers, and financial advisers that look to invest in and actively help small businesses scale and exit.
Prior to investments we are very collaborative with other angel and investment groups to increase deal flow and perform more thorough due diligence.
Once we invest we prefer to take an active role to help introduce companies to strategic resources to improve the business, grow the revenues, introduce the companies to future investors and advise the companies.
Perfect Balance Accelerator & Capital Partner
We are very excited to announce our newest program where we will fund worthy startups completely until exit. IF you check all of the boxes below, please submit a deck and some investment materials to Paul@PerfectBalanceInvestments.com and we will analyze the investment potential. We are prepared to fund all your future growth and help you attempt to grow and exit with a 10 to 20+ times multiple within 3 to 5 years.
This structure allows you to leverage all our shared resources, relationships, and capital while focusing on growing your business to exit with only one future capital partner. We know most companies spend half their time raising money which is a waste. We will double your productivity by allowing you to focus more on simply growing your business. We have created this proven program to maximize the return for everyone’s time and money.
Checklist:
Have you figured out how to solve a problem better than the competition?
Are your customers, clients, or users willing to pay for your product or service?
Do you have positive traction/growth?
Do you have data to prove your cost per acquisition?
Is your retention rate above industry average?
Do you have a scalable business model?
Are you a team player?
Do you believe in the value of leveraging shared resources?
Do you value strategic partners?
Could you use a team of qualified advisors?
Could you use legal help?
Would you benefit from accounting help?
Does your business need quality technical developers?
Would you like help with sales and marketing?
Would you like access to millions of dollars to grow your business without having to pitch dozens of different investors for multiple years?
Do you see value in working with a team that has had multiple successful exits?
Are you willing to sell 60% of your company for fair market value to be a part of everything above?
Accelerator Consulting Services
Accelerate your growth!
Leverage our experienced team that provides assistance and advice with the following:
Legal structure and advice
Defining your differentiator & Target audience
Effective marketing strategies
Improving your workflows
Preparing for hyper-growth
Growing revenues
Increasing profits
Elevating team engagement
Investment decks and pitches
Planning for Exit
Free Consultation to see if we are the right fit
What we look for?
We look for companies that have found a problem that needs to be solved and they have proven they are solving that problem better than others. We focus on post-revenue companies that have accomplished some growth with decent traction and retention and need help with more capital and advise to scale efficiently. We prefer more technology based companies that don’t rely on only a few clients and/or have to carry large inventories or receivables.
We look for companies that are willing to sell a portion of their company for cash while being tied to the benefit of having an agreement with a single future financing partner and strategic advisers to help the company scale, grow, and exit for a mutually ben
Our Sweet Spot and Why Us?
Our sweet spot investments are between:
- Seed
- Series A
Investments usually range from $25,000 to $1,000,000+ for equity positions with large capital deals over $10,000,000 available for Majority Equity, Debt or other creative structures.
The advantages of working with our group include working with:
- Experienced businessman
- Active Investors
- Proven results
- Leverage strategic resources
- Flexible investment and funding options
- Trusted Advisers
- Legal and Financial backgrounds
- Mentorship
- Private and Public experience
- Capable of financing deals up to about $10,000,000
The founders of Perfect Balance Investments are:
Paul Sorkin https://www.linkedin.com/in/paulsorkin/
and
Kyle Badgley https://www.linkedin.com/in/kyle-badgley/
Real Estate & other Asset Purchases or Investments
Real Estate has always been one of the largest investment industries in the world and now with potentially distressed assets hitting the market it has become even more important to evaluate and identify potential opportunities.
Perfect Balance Investments believes almost anything can become a great deal if you buy or invest at the right level to protect your risk/reward and only execute on calculated risks. We expect a larger part of our focus to be on foreclosed or distressed properties or assets during the next few years.
We are actively looking for distressed properties or other asset classes in the United States.
Our sweet spot and Why us?
Deals between $100,000 to $10,000,000+ but will consider bigger and smaller.
We can close cash deals in 30 days or less.
Our team includes Investors, Attorneys, Brokers, Contractors, developers, and Experienced Business people so we can help in multiple ways with challenging situations and provide a smooth experience.
Some Recent Investments include:
AnthillAI - The future of HR with Artificial Intelligence www.AnthillAI.com
Big News with Anthill - raised a $3M seed round with Rethink Education leading the round, along with participation from Origin Ventures BBG Ventures, Jobs for the Future (JFF), The Fund and more - https://hubs.li/H0V9TnR0 and an additional $2.5Mil with additional VC
JoJo’s Shakebar - 4 Locations and growing to 6 to 8 locations by 2024 in Water Tower (Chicago) Plus Hubbard St and Naperville and now Detroit - over the top milk shakes and desserts www.JoJosShakebar.com - Make your reservation today https://linktr.ee/jojosshakebar
B2Z Insurance - Small Business Insurance with a quick and easy application online (answer only 7 Questions) - Built to be better for business - www.b2z-insurance.com/
Quicket - A cloud platform for the public sector - All your data in one place. Redefining productivity for the public sector in the cloud. A trusted partner of state and local governments.
Video of a successful deployment illustrating how they unified a municipal court, police department, and finance: https://www.youtube.com/watch?v=zFK0OadY21Q
Rent Butter - Advanced tenant screening solution that provides landlords with reliable, predictive analytics allowing them to make more informed tenant approval decisions. www.RentButter.com
Signature Lacrosse - Custom uniform and apparel ordering - For the Players By the Players - www.SignatureLacrosse.com
MoneyLine App - Sports Gambling App - B2C for the beginning better. https://www.moneylineapp.co/
Gino & Marty’s - A narrative-driven Chicago Italian restaurant and private social members club in Chicago’s hot West Loop area. https://ginoandmartys.com/
Coastal Spritz - Premium Light Wine and Premium Wine Spritz Collection - www.CoastalSpritz.com also in stores - find us at some of the Costcos,, HEB, Go Grocers. Jewel, Weis, ABC, Acme, Giant, GoPuff, Wawa, 7-11, Total Wine, Trader Joes & more.
Bourbon Hall Live - 1800 Person Live Event Venue in the heart of downtown Louisville. Music & Entertainment - Concerts, Charity, Corporate, Comedy, Rock, Country, R&B, Spanish, Salsa, Merengue, Tropical, Cubaton, Bachata, Reggaeton, and more... https://bourbonhall.live/
Batch Gifts - Gift Box company focused on corporate gifting with unique localized small business vendors to create a memorable experience. https://batchusa.com/
And Others in the Perfect Balance Family