Limitless Investment & Capital was founded out of a desire to provide small to middle-market firms with the sophistication and high-level business, accounting and finance services larger companies receive at an affordable price. We provide a comprehensive menu of services from basic accounting to CFO Services and strategic funding. We help everyone understand how to achieve their goals and objectives as well as help to implement the necessary tools that are required to run a business with sound financial management.

Our staff of accounting professionals consists of CPA’s, CFA’s, MBA’s, and EA’s with expertise in a wide variety of industries and possess an exceptional breadth of experience and skills.

  • Financial Statement Preparation
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Provide strategic guidance for management and key financial interface with Board of Directors
  • Investment and MPV Calculations
  • Full Cost Analysis
  • Business Plan Financials
  • Trend analysis.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Capital Raise and Debt Financing
  • Mergers and acquisitions assistance

The firm’s investment philosophy is to seek to generate attractive rates of return for its investors by improving the operating performance of its portfolio companies rather than relying on financial engineering.

Our investment principals have worked together previously. Cumulatively, our professionals have years of experience in the Venture Capital and Private Equity industry, having served in many capacities such as key operating executives, investment bankers, lenders, and attorneys. This team works closely with each portfolio company’s management to understand the company’s business and markets. While each investment is led by an independent management team, the firm supplements the expertise of management with a dedicated team within the firm to monitor each investment as well as an asset management team to enhance each management team’s operational and financial management resources.