Andrew Pendleton Joins the ICXO Team as Principal

Andrew has significant experience providing corporate leadership, financial management, and consulting to companies of all sizes in a variety of industries, including food and beverages, consumer packaged goods, manufacturing and distribution, oilfield services, and healthcare.

His primary disciplines include:

  • Interim & fractional CFO services
  • Business planning and analysis
  • Budgeting and forecasting
  • Financial modeling
  • Cash flow forecasting and management
  • Turnaround and restructuring
  • Acquisition due diligence
  • Post-merger integration
  • Process improvement

Andrew’s management responsibilities have included roles as Chief Operating Officer, Chief Financial Officer, Vice President of Finance, Director of Planning and Analysis, and Manager of Financial Reporting.  In addition, he has provided consulting services associated with all aspects of financial operations.  He began his career in public accounting with Coopers & Lybrand (now PricewaterhouseCoopers), is a Certified Public Accountant, and holds an MBA from New York University.

Venture Rate App Now Available on the iTunes App Store

Version 1.02 is the first “general release” version of our new app Venture Rate designed to capture ratings for criteria relevant for startup venture pitches, typically in live presentation settings but also business plan reviews.

It provides a basic score based on criteria typically used for entry to incubators/accelerators and investors  as  well as additional metrics from angel investor assessment tools.
This app is a key part of the interactive sections of the Fundraising Workshop first held at Station Houston on February 14, 2018.

Fundraising Strategy Workshop at Station Houston

Most entrepreneurs have been taught the basics of putting together a fundraising strategy for their company, but haven’t had the benefit of understanding how angel and venture investors think and assess deals.  Some have had exposure to the concept of “smart money investors”, but haven’t been able to strategize what that means for their company and their fundraising efforts.  How this all comes together into a practical and executable fundraising strategy is the goal of this workshop.

Join a small group of fellow CEOs to understand and map out the landscape of fundraising from pre-seed funding through later stage venture capital and how it aligns with their company.  The result will be an fresh way of looking at fundraising for your company and a practical plan the aligns the way investors think and assess deals with the needs of the company.  Attendees will get to:

    • Talk about the process of targeting and developing smart money investors
    • Understand how investors assess your business including valuation
    • Develop a high level strategic plan for fundraising that fits your business
This is an active participation workshop, not a lecture, so come prepared to learn and apply concepts that you can implement immediately in your business.
 February 14, 2018 – Register through Station Houston events registration

Entrepreneurship and Your First Venture Lecture

This recurring guest lecture on “Entrepreneurship and Your First Venture” is always fun with college students, this time for Dr. Rodney Hill’s 150 student Innovation and Creativity class.  The key points:

  • Take the Unexpected Path
  • An Innovation Ecosystem
  • The Business of the Business
  • Your Venture
  • Your Plan

It’s a fun interactive session with a typically very enthusiastic group.

Financing Your Venture for EBV

This recurring speaking event at the Entrepreneurship Bootcamp for Veterans is always an honor and I’m proud to say I spoken at this event for these entrepreneurs for several years now.

EO Bryan-College Station

Support group draws Bryan-College Station entrepreneurs together

Being an entrepreneur in Bryan-College Station can mean being isolated, but one organization has built a support group among certain business leaders in the area…

Link to article in

Service Lines Update: Innovation and Growth!

We are proud to announce that we have divided our offerings into two major service lines, the Innovation and Growth service lines.

The Innovation service line will provide tailored services for emerging companies starting with the Concept phase through the Launch phase.   We have great experience working closely with entrepreneurs to assist them through creative lean service offerings suitable for an emerging company ranging from administration services such as accounting, payroll and general business management to specialized executive talent in part-time or “fractional” management roles.

The Growth service line will deliver a wide range of services from project based services and fractional management support to leadership development training and other service appropriate for a growing company or for those firms needing turnaround or assistance with a market pivot.

More information soon on the new service lines!

We Changed Our Name!

We changed our name from Research Valley CXO Services to Innovate CXO Services on August 5th, 2016.  The same great services, just under a new name.  Here is our new logo:

Innovate CXO Logo-black-blue-10

Please contact us if you have questions about our new name or logo!