Supporting entrepreneurs & companies.
As a builder, Charlie has helped countless companies in various ways over his career, based on current need. As a several-time entrepreneur, he understands the challenges start-ups face at various stages of their growth and life cycle.
01 Pivoting
Charlie has worked with several companies transitioning from B2C to B2B or B2B2C. Having seen many variations of this shift, he understands how the dynamics evolve as companies adapt their models and go-to-market strategies.
He has supported companies across multiple aspects of fundraising — from preparing investment decks to making introductions that led to successful financings, and advising founders on the dynamics of selling a business. In around 50% of the companies BBC invested in, he made introductions to outside firms that ended up co-investing..
02 Investment
03 Connections
Charlie is globally connected within the mental health tech space. One of his strengths is making timely, high-signal introductions based on a company's specific needs..
Charlie supports entrepreneurs in ways that most advisors and board members don't. Having been an entrepreneur and CEO himself, he understands how isolating it can be to run a start-up — compassionately holding space while asking the tough questions that matter.
04 Founder Support
HOW IT WORKS
Engagements structured across three complementary components.
Engagements are structured across three complementary components. This structure is meant to reward current insight while feeling part of the teams Charlie is advising. Charlie seeks minimum two-year agreements with easy ways to cancel or extend — the goal is to support clients' longer-term success rather than a short-term engagement.
COMPASATION FOR CURRENT TIME
Cash Retainer
A semi-annual or quarterly cash retainer compensates fairly for the time, attention, and expertise Charlie brings to a company right now. This ensures consistent engagement and clear accountability from day one.
ALIGNMENT AS A TRUE TEAM MEMBER
Equity
An equity stake creates alignment — it makes Charlie a genuine partner in a client's success, not just an outside voice. With skin in the game, he is invested in long-term outcomes and motivated to go beyond standard advisory scope.
Charlie seeks minimum two-year agreements with easy ways to cancel or extend — the goal is to support clients' longer-term success rather than a short-term engagement.
EXPENDED SCOPE WHEN IT MATTERS
Special Services
Certain high-value engagements — such as facilitating a capital raise, brokering a strategic partnership, flying to an event on the company's behalf, or supporting an M&A process — may warrant additional compensation structured around outcomes. These are defined in advance and aligned with meaningful milestones.
PORTFOLIO COMPANIES
yourexpedition
Provide International
30+ others across 15 industries
WHAT PEOPLE SAY
INVESTOR & FOUNDER · EMINDFUL
"Charlie is one of the early investors in eMindful, representing a syndicate of sharp-minded, accomplished entrepreneur-investors focused on mind fitness and other wellness initiatives. Charlie is one of the nicest, most collaborative, most humble and most intelligent individuals I've had the pleasure to work with. He is a fantastic and generous dot-connector, and is hyper-connected to many of the players in this sector — from the startup to the established company. Charlie knows them, and they all think highly of him. He's a champion for wellness, and actually a 'mover' who does something about it."
ANNA GANNON · ENTREPRENEUR, NEW YORK, NY
"He's a strategic thinker, creative problem solver, and has the ability to dive as deep as needed on details, execution, and operational topics. His diverse leadership experience, combined with an impressive network of business relationships, is a fantastic asset to Happify. Charlie asks the right questions, provides his view at the appropriate times, and always asks how he can help. He's driven by genuine passion for building meaningful businesses and making a difference. He has helped our team to build significant shareholder value, while also assisting us to achieve our mission."
CEO · HAPPIFY HEALTH
PORTFOLIO CEO · BRIDGE BUILDERS COLLABORATIVE
"Our team has benefitted from partnering with Charlie and the collaborative of investors he works with. Charlie has become one of my most trusted partners and a go-to advisor who gives great perspective to support our business."
WHAT PEOPLE SAY
Let's explore working together
Charlie works with a selective number of companies and individuals at any given time. The best engagements begin with a candid conversation about fit.