Central Florida Sources of Capital Task Force

Central Florida Sources of Capital Task Force

SUMMARY

The Central Florida Sources of Capital Task Force was commissioned by the Central Florida Partnership Board of Directors, with project ownership and oversight by the Orlando, Inc., Board and its staff. The Task Force was formed to respond to a call for regional priorities set out by over 650 regional leaders and a 2014 Expert Committee on Sources of Capital’s interest in growing a network of “meta-mentors.” A small Task Force, with a primary make up of funders and capital source groups, was formed under the volunteer leadership of Mark Montgomery, President and CEO of Axium Healthcare Pharmacy.

Members engaged in nine months of due diligence, including field evaluations in other regions and states, candid discussions on the behaviors of funders relative to Central Florida opportunities and best approaches to deepening the reputation of the region. They reached a consensus on an overall aspiration for the region: Become a hub of capital investment and management across the capital continuum. They also developed regional goals to help Central Florida move towards the aspiration but, in doing so, confronted the need for a singular, well-disciplined “Funder Facing” Initiative.

The Task Force team is advancing recommendations for the formation of a “Face the Funder” Initiative, which drives an identifiable, growing investor pool through a well-calibrated, diversified funders network.

Task Force
Purpose Statement

The Central Florida Sources of Capital Task Force will design:

- A Clearinghouse / Funding Filter / Entrepreneur Concierge Service

- A regional project that operates as a sophisticated, entrepreneur-driven and regional meta-mentor network

- Activities that connect and accelerate Florida's entrepreneurial culture

 

LEADERSHIP

Mark Montgomery

Mark Montgomery
Chair - Central Florida Sources of Capital Task Force
President & CEO - Axium Healthcare Pharmacy

Expert Committee on Sources of Capital Members
Central Florida Sources of Capital Task Force Members

RESOURCE DOCUMENTS

Understanding the Values and Priorities of Central Floridians - June 2014
Launching a Regional Capital Task Force: Report from the Expert Committee on Sources of Capital - March 2015
"Face the Funder" Report: Recommendations for a Well-calibrated, Diversified Funders' Network - December 2015