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clients

“Hilliard Advisors was instrumental in helping us make the transition from a bootstrapped startup to a world-class enterprise software company. Charles and his team really took the time to understand our business, customers and management team.”
Mitch Porche

Founder & CEO,
ComplianceMetrix

“As the founder of a self-funded automotive tech company, it has been challenging to attract the high-level talent and resources often reserved for larger companies. Hilliard Advisors’ unparalleled expertise working with founders have made them invaluable in helping us navigate the complex challenges of growth and scale.”
Jaime Trimble

Founder & CEO,
Race Technologies

“There is a language to business and finance which every founder needs to understand and Charles is a master at it. As an operating founder, I’ve had the pleasure of getting advice and crafting strategy with him.”
Vijesh Mehta

Founder & CEO,
EZTexting

“Hilliard Advisors was instrumental in preparing us for our investment round by strategizing on our projections and advising on business strategy. Where Charles is best in class is telling your business’s story in a way that is both easy to understand and highly engaging for investors. When the data supports your vision, he knows exactly how to craft the narrative and present the KPIs to build valuable, long-term founder-investor partnerships.”
Dawn Newton

Co-Founder & CEO,
Netki

“Charles appreciates and understands the unique value that founders create because he listens first. He helps founders understand how to successfully build for scale and then communicate with professional investors and capital markets. He brings a keen eye to credible, consistent decisions and communications that lay a plan for long-term success.”
Ron Burr

Founding CEO,
NetZero, Inc.

“Hilliard Advisors was instrumental in helping us make the transition from a bootstrapped startup to a world-class enterprise software company. Charles and his team really took the time to understand our business, customers and management team.”
Mitch Porche

Founder & CEO,
ComplianceMetrix

“As the founder of a self-funded automotive tech company, it has been challenging to attract the high-level talent and resources often reserved for larger companies. Hilliard Advisors’ unparalleled expertise working with founders have made them invaluable in helping us navigate the complex challenges of growth and scale.”
Jaime Trimble

Founder & CEO,
Race Technologies

“There is a language to business and finance which every founder needs to understand and Charles is a master at it. As an operating founder, I’ve had the pleasure of getting advice and crafting strategy with him.”
Vijesh Mehta

Founder & CEO,
EZTexting

“Hilliard Advisors was instrumental in preparing us for our investment round by strategizing on our projections and advising on business strategy. Where Charles is best in class is telling your business’s story in a way that is both easy to understand and highly engaging for investors. When the data supports your vision, he knows exactly how to craft the narrative and present the KPIs to build valuable, long-term founder-investor partnerships.”
Dawn Newton

Co-Founder & CEO,
Netki

“Charles appreciates and understands the unique value that founders create because he listens first. He helps founders understand how to successfully build for scale and then communicate with professional investors and capital markets. He brings a keen eye to credible, consistent decisions and communications that lay a plan for long-term success.”
Ron Burr

Founding CEO,
NetZero, Inc.

Race Technologies provides market development, supply chain management and technical product support for specialized automotive parts and accessories.

Capital RaisingFinanceAccountingLegalITStrategic M&A
May 2023 Leveraged Recap and Sale

Rigetti Computing is building the world’s most powerful computers to help solve humanity’s greatest problems. 

Capital RaisingFinanceAccountingPeople Ops
June 2019 $21.5MM Convertible Note

Dropbox is a file-sharing service with over 500 million registered users and the fastest SaaS company to reach $1 billion in revenue run rate. 

Capital RaisingFinanceAccounting
Oct 2012 $250MM Bank Credit Facility

CMX offers a SaaS-based platform that enables enterprises to gain control and transparency over their global supply chains

Capital RaisingFinanceAccountingPeople OpsStrategic M&A
May 2021 $50MM SERIES A

EZTexting is a cloud-based messaging platform providing connectivity products to over 100,000 businesses. 

Capital RaisingFinance
April 2018 $21.3MM SERIES B

Netki is a blockchain identity company, building scalable, secure, mass-market solutions that will help digital currency reach its full potential. 

Capital RaisingFinancePeople Ops
June 2016 $3.5MM SERIES SEED