Strategic Focus Target firms with credit unions and fintech through Curql and Iowa-focused opportunities, aligning outreach to potential portfolio fits in regional financial tech ecosystems and state-focused initiatives.

Investment Appetite Propose mid-market checks in the 0.5 to 5 million range to complement the firm’s existing portfolio strategy, emphasizing capital efficiency, strategic value, and rapid scaling potential.

Portfolio Synergy Leverage Next Level Ventures' hands-on approach in financial, operational, and networking support to pitch value-add collaboration with early-stage fintechs, credit union tech solutions, and B2B platform companies.

Growth Footprint Highlight opportunities in Des Moines and Iowa-based tech-enabled ventures, or expand to fintech-enabled firms with regional traction that can benefit from the firm's local market knowledge and investor network.

Leadership Signals Capitalize on recent leadership changes and promotions to position NDAs and executive access as a selling point, offering co-sell opportunities or advisory roles with senior partners like the newly promoted partners and incoming principals.