Portfolio

Built with founders.
Measured in outcomes.

Hover over any company to see the details. $30B+ in transactions. 4 unicorns funded. 100% referral clients.

Dropbox
$250MM Bank Credit Facility · Oct 2012

Dropbox

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

Capital Raising Finance Accounting
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RCIGM
$45.4MM Series A · May 2025

Rady Children's Institute for Genomic Medicine

Pioneering a medical revolution to end the diagnostic odyssey for neonatal and pediatric rare disease.

Capital Raising Strategic M&A
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CMX
$50MM Series A · May 2021

ComplianceMetrix

SaaS-based platform enabling enterprises to gain control and transparency over their global supply chains.

Capital Raising Finance People Ops Strategic M&A
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Rigetti
$21.5MM Convertible Note · June 2019

Rigetti Computing

Building the world's most powerful computers to help solve humanity's greatest problems.

Capital Raising Finance People Ops
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EZTexting
$21.3MM Series B · April 2018

EZTexting

Cloud-based messaging platform providing connectivity products to over 100,000 businesses.

Capital Raising Finance
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RACE
Leveraged Recap & Sale

Race Technologies

Specialized automotive parts, supply chain management, and technical product support.

Capital Raising Finance Legal IT M&A
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NETKI
$3.5MM Series Seed · June 2016

Netki

Building scalable, secure, mass-market blockchain identity solutions to help digital currency reach its full potential.

Capital Raising Finance People Ops
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ITR

Intelletrace

Single source for multiple data and professional network needs, streamlining enterprise intelligence.

Finance Accounting Strategic M&A
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Founder Testimonials

In their words.

"

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.

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.

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.

Ron Burr
Founding CEO, NetZero, Inc.
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