About Bantam

Investor/Advisor/Advocate

We are all of these…We invest our time, our money, our intellect, and at times (as corny as it sounds)… our soul. We are passionate about seeing our portfolio companies become successful, and dedicated to the concept that entrepreneurs be successful and personally fulfilled. We are committed to keeping your best interests at heart. If you ever see us acting differently, call us on it.

Investing

Our investments are not limited to one industry. We are drawn to novel concepts, to big ideas — and we are also attracted to simple, mundane concepts executed with passion.  Our only prerequisites, regardless of market, product, or technology, are that the people we work with be of high integrity, and be candid and sincere in their communications. We seek to engage in business relationships defined by natural rapport and mutual respect, and not relationships based solely on our “roles” in the business.

Our investments have included:

  • Software
  • Web services
  • Materials/semiconductor
  • Energy
  • Security
  • Analytical Instrumentation
  • Business services
  • Life Science
  • Retail/consumer

Most of our investments are near greater Boston. We prefer situations where we have a chance to get to know the founder in person, or where we already know board members or other investors close to the company. We’ll make exceptions to this if we have deep knowledge or strong interest in a particular market or technology.

Supporting the entrepreneur

Our role is normally that of investor and advisor. In cases where we develop a personal relationship with the entrepreneur, we also provide additional hands-on services and act as a catalyst to spur growth. In past engagements, our role has been to:

  • Serve as Mentor to the founder(s)
  • Serve as Coach for the management team
  • Be a pro-active advocate for the entrepreneur, the company and its shareholders
  • Provide access to a network of experienced investors, prospective team members, professional service providers, and strategic partners.
  • Structure and negotiate to successful conclusion financings, strategic partnerships, and acquisitions.

For the last 20 years Joe has served as mentor, coach, and personal advisor to CEO’s and entrepreneurs. In recent years, he has served as investor, advisor and active director with dozens of companies, public and private.

Joe is currently a member of Launchpad Venture Group and was previously a member of Walnut Ventures, Common Angels, eCoast Angels and a principal of Brookwood Partners, all investment groups for early stage companies. He also maintains an active consulting practice dealing with structuring and negotiation of acquisitions, strategic partnerships and financings, and issues related to dispute resolution.

He has served on dozens of boards over the years and is recipient of the Leadership in Private Corporate Governance award from the National Association of Corporate Directors New England Chapter. He is a graduate of Northeastern University (BSEE with honors) and the Harvard Business School (MBA) He has served as advisor to Northeastern’s School of Technological Entrepreneurship, and serves as a mentor for Boston University’s entrepreneurship program, the Boston TechStars program, and Mass Challenge.

Previously, Joe served as interim CEO for companies in need of strategic change – running businesses ranging from 5 to 1,000 employees. Early in his career, he worked at Teradyne and Autex, Inc., and was CEO at Cyborg Corporation, a venture-funded company that was a pioneer in the use of PC’s in laboratory and factory automation. He also has served as an arbitrator for the American Arbitration Association.

Former board memberships include: ACT Medical, Acumenta, Adhesive Technologies, American Fantasy Sports, Audiofile, Boston Restaurant Associates, Boston University’s Photonics Center (advisory director), Coffee Connection, Colonial Mills, Common Angels, Corion, Cyborg Corporation, General Analysis, Haymarket Bank, Iconics, i2Chem, Laser Science, Metrisa, MicroE, Nimbit, Qiave Technologies, QD Vision, Quant Funds (trustee); Tytronics, Wwwhoosh, Zentox, the Turnaround Management Association (founding director, New England Chapter), the National Association of Corporate Directors (New England Chapter), the Association for Corporate Growth (New England Chapter) and WEST (Women Entrepreneurs in Science and Technology). Joe has also served as an arbitrator for the American Arbitration Association.