Creative Ventures Beyond the Core
Non-core ventures across tourism, health, wellness, personalized manufacturing, 3D printing, and other creative projects. These are passion projects and consignment builds leveraging Navigate infrastructure—different industries, diverse audiences, experimental approaches. Unlike Core Infrastructure and Strategic Ventures (never sold), Venture Portfolio projects MAY be sold if they don't fit the core ecosystem long-term.
In 12 months
Portfolio companies
Days to full deployment
Year-over-year
What We Look For in Acquisitions
Navigate Capital targets profitable service companies with strong fundamentals and room for technology-driven growth
Profitable with strong fundamentals
Professional services or specialized consulting
Subscription, retainer, or repeat customers
Looking to retire, transition, or take chips off table
Opportunity to modernize and automate
Strong team willing to embrace change
Seven Strategic Verticals
We acquire companies in industries where we have deep domain expertise and proven playbooks
The 90-Day Integration Playbook
Our proven roadmap for rapid technology integration and value creation
Activities
- Deep-dive into current operations and workflows
- Interview team members and key stakeholders
- Map technology stack and integration points
- Identify quick wins and long-term initiatives
Deliverables
- Comprehensive operational assessment
- Technology integration roadmap
- 90-day value creation plan
- Team training curriculum
Activities
- Migrate infrastructure to Navigate Datacenter
- Deploy Navigate Agents in pilot mode
- Integrate with existing CRM and tools
- Begin team training on new systems
Expected Impact
Activities
- Deploy appropriate Portfolio 2 product
- Automate lead qualification and routing
- Implement document processing automation
- Run parallel systems to validate accuracy
Expected Impact
Activities
- Cut over to full production mode
- Sunset legacy systems and cancel subscriptions
- Launch new customer acquisition campaigns
- Measure and report on KPIs and ROI
Expected Impact
Proven Results: Portfolio 3 Case Studies
Real companies, real transformations, real ROI
The Situation
Founded in 1998, this regional CPA firm had built a loyal client base but faced critical challenges as the founder approached retirement. The firm's manual processes limited growth, and staff turnover was high due to repetitive, low-value work.
- •90% manual tax preparation (40+ hours per return)
- •$120K annual SaaS/cloud costs (QuickBooks, CCH, DocuSign)
- •45% staff turnover (burned out on data entry)
- •No capacity for new clients (waitlist of 30+)
- •No succession plan or potential buyers
Navigate's Solution
- Week 1-2: Advisory Coalition accountants redesigned workflow around Navigate Agents automation
- Week 3-6: Migrated to Navigate Datacenter, saving $85K/year on software subscriptions
- Week 7-10: Deployed AI agents for document processing, data entry, compliance checks
- Week 11-13: Launched AI lead qualification, processed 30-client waitlist
- Months 4-6: Sales advisors implemented referral automation, recruited CFO successor
Results After 12 Months
Founder's Perspective: "I thought I'd have to shut down or sell for pennies. Navigate transformed my firm into something worth 6X what I expected, and the team is happier than ever. My CFO successor is running things beautifully—my legacy is in good hands."
The Situation
A boutique sales consulting firm specializing in B2B SaaS go-to-market strategy. The founder was overwhelmed by client delivery, unable to focus on growth, and facing increasing competition from larger firms with better resources.
- •20-40 hours per sales playbook (highly manual)
- •Limited client capacity (6 months waitlist)
- •No scalable training for client sales teams
- •High client churn (no ongoing engagement model)
- •Founder doing 80% of billable work (burnout)
Navigate's Solution
- Week 1-2: Sales Coalition advisors mapped client delivery process, identified automation opportunities
- Week 3-6: Deployed Aristotle (sales training AI) as white-label platform for clients
- Week 7-10: Navigate Agents automated prospect research, playbook generation, pitch deck creation
- Week 11-13: Launched subscription model ($2K-$5K/month ongoing vs. one-time projects)
- Months 4-12: Expanded team 3X, processed waitlist, launched productized consulting tiers
Results After 12 Months
Founder's Perspective: "I was weeks away from shutting down due to burnout. Navigate didn't just save my business—they gave me my life back. I now work 30 hours a week on strategy, not delivery, and the business is worth 3X what it was."
The Situation
A niche legal consultancy helping SMBs navigate employment law and HR compliance. Strong client relationships but limited by manual contract review processes and reactive service model. Needed to scale without sacrificing quality.
- •10-15 hours per contract review (handbook, agreements)
- •Reactive compliance (fire-fighting vs. prevention)
- •Manual regulatory monitoring (missed updates)
- •Low engagement compliance training (boring PDFs)
- •Client capacity maxed at 50 (long sales cycle)
Navigate's Solution
- Week 1-2: Legal Coalition advisors mapped contract review workflow, regulatory monitoring needs
- Week 3-6: Deployed Navigate Agents for contract analysis, clause extraction, compliance gap identification
- Week 7-10: Built Aristotle-based compliance training platform (engaging, trackable)
- Week 11-13: Launched AI regulatory monitoring agent (proactive alerts vs. reactive research)
- Months 4-12: Introduced tiered service model, expanded to 85 clients without adding headcount
Results After 12 Months
Founder's Perspective: "We went from reactive fire-fighting to proactive compliance advisory. Our clients love the AI training platform, and we've doubled revenue without doubling headcount. This is the future of professional services."
Why Sell to Navigate Capital?
We're not typical private equity—we're operators who build, not strip
We create value through revenue growth and operational efficiency, not layoffs. Your team stays intact and thrives with new technology.
You retain creative control with 3-year equity vesting. Every acquisition operates with a lean 3-person core team (advisor + engineer + domain expert). Small teams, big autonomy, better results.
We respect what you've built. Your company name, culture, and values remain—we just add technology to accelerate growth.
Our technology integration creates more value, allowing us to pay premium multiples. Sellers often continue with earnouts tied to growth.
133% average ROI in 12 months isn't theory—it's the result of 13 successful acquisitions with consistent execution.
From initial conversation to close in 60-90 days. We move quickly because we know what we're looking for and have capital ready to deploy.
Ready to Transform Your Business?
If you're a profitable SMB service company owner looking to retire, transition, or accelerate growth, let's talk. Our confidential consultations explore whether Navigate Capital is the right fit for your business.