Welcome to Investor Network by JD

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Ideas | Networking | Results

Welcome to “Investor Network by JD.”   Education for investors, entrepreneurs, leaders, and executives.  Here are a few examples of future blogs, Webinars, and Events!

  • Growth Capital for your company
  • Investment for accredited investors or self direct IRAs
  • Private Equity, Venture Capital, M&A, and IPOs
  • Wide range of topic for executives and entrepreneurs

My focus is still on private companies with $5 million plus EBITDA and M&A!  However, my personal goal is to help people network and provide great information to fuel networking.

Join us on Facebook via this URL: https://www.facebook.com/InvestorNetwork/

Join us on Tweeter via this URL: https://twitter.com/investingbyJD

Join us on LinkedIN via this URL: https://www.linkedin.com/groups/53760/profile

We have 70,000  subscribers and 40,000 social media members for our network.  Join me or one of our groups!

Happy Investing & Networking,

JD Morris

JD Morris

Join me on LinkedIN:  http://www.linkedin.com/in/jdmorris

IN – Data Day

No need to cross my t’s or dot my i’s this is an easy data dump!  Here are some the best data from Pitchbook and NVCA! URL to see them: http://pitchbook.com/news/articles/the-current-state-of-venture-capital-in-18-charts



If you are planning on doing a road show, you should speak with your team of Senior Executive Advisors.  Come get away in sunny Southern California or the brain trust of the world found at the National Press Club in DC (you pick the location and we will bring the brain trust to you)!  However, I can tell you magic happen in SoCal!

Happy Networking and Investing,

JD Morris

JD Morris

Join me on LinkedIN:  http://www.linkedin.com/in/jdmorris


Facebook URL: https://www.facebook.com/InvestorNetwork

Twitter URL: https://twitter.com/RedHookCapital

LinkedIN URL: http://www.linkedin.com/groups/Investor-Network-JD-Morris-Accredited-53760/about

IN Deck – consolidation play

Again what I have always called a brain dump or getting this out vs. crossing your t’s and dotting my i’s!  Video and .JPG moved to the end.



“I love consolidation plays until you get to the level where it 5% strategy & vision and 95% lawyers & accountants”

“You never know who will eat who in world of M&A”


  1. Insurance Consolidation Play
  2. Real Estate Technology Spin-off
  3. EBITDA Machine shop
  4. Few more EBITDA and early stage (NDA required)


I stated with the breakup of AT&T and new company (called law firm with satellite dish) called MCI!  It continues to be an amazing industry and history of AT&T!



Beside AT&T Deal we have seen lot deals that our advisors know very well.


I will be letting people know my plans for next few months and look forward to seeing you at conferences and our own conference in the New Year!

Happy Networking and Investing,

JD Morris

JD Morris

IN Weekend – purpose and passion (let us argue purpose)

Break through is all about pushing out information that is of interest and intelligent people argue about the information!  In the end the ball moves forward we hope -JD

If found cool study by PWC and hope you setup 30 minute or 2 day strategy session.

Here is the info:


  • More than a buzzword – nine out of 10 CEOs tell us they have a clearly stated and defined purpose, which helps to shape their strategies, culture and deliver success in difficult and uncertain times.
  • Performance and purpose entwine – CEOs attribute purpose to the top line, but that’s only part of the puzzle. Purpose helps them engage and inspire employees, build brand and customer loyalty and attract new business partners.
  • Purpose as an organising framework and roadmap for corporate strategy – Organisations that have successfully implemented their purpose do not have a purpose; they are their purpose. Purpose can join up all parts of a business – think strategy, talent, risk and governance and stakeholder relationships – still for many organisations this is yet to be part of their DNA and disciplines.
  • It’s hard to succeed at purpose – Embedding purpose and values can be difficult. Short-term business pressures, size, legacy and complexity can all get in the way, but for those that have succeeded, these factors become assets, not liabilities.
  • Ingredients for success – Leaders as purpose ambassadors, preparing for impact, hiring for purpose, authenticity, and making purposeful strategic decisions are five necessary factors to help organisations succeed at purpose.

We can argue about this graph!

  • purpose



IN – 3 part posting (Brain Dump)

Hope your having an amazing weekend!  I love deals and today is a recap of some of the best things I have seen!  No time to cross my t’s or dot my i’s and here we go:


  1. Fin Tech Deal ($1.0 of 1.5 million raised)
  2. Real Estate Technology ($3.0 of 5.0 million rasied)
  3. Medical Device ($2.0 of $5.0 million)
  4. Insurance (non-unicorn, but solid)

Ton other deals from early to EBITDA (NDA needed).  Reach out to me with your deals and investment interest.


We will be doing some cool events with celebrities (San Diego Sports to “normal” Hollywood (normal for them)).  Found this cool graph!


More to come Sunday, but that is one long .jpg

IN Deck – The Long Blog Post

I have moved to short posting on LinkedIn and when I have time post here.  The beta blog is more of what I call a “Brain Dump” and it is a “BETA” blog.

Here is where the short blog is posted:  https://www.linkedin.com/in/jdmorris


QUOTE #1: If you have EBITDA it will be an amazing adventure, and if your are positioned for amazing growth we will help find that amazing adventure! – JD

What is on Deck at Investor Network by JD (Brain Trust with 40+ advisors)

1) Getting a PPM on amazing new credit card technology (family that invented the strip on credit card has a lives amazing life here in San Diego and hope this is another game changer);

2) EBITDA compay that import woods (might be a fit for another consolidation play);

3) EBITDA mobile reseller (hard to sell, but their is debt and some investors for this space);

4) GoToWebinar like company with EBITDA

We have a brain trust of amazing advisers (working on cool buzz word) to help you with deals. I am re-using an old video today and also below is fun .JPG with another JD buzz word!


URL: https://www.youtube.com/watch?v=5ML-JYXfZpE&t=50s




IN Pipeline – A look a few companies that might one day IPO plus some recent IPO filings!

IPOs still play major exit for private investors like members of Investor Network.  Here are the IPOs on deck with recent filings:

  • Accelerated Pharman, Inc. $37 million
  • Arno Therapeutic, Inc $5 million
  • Dicerna Pharmaceuticals, Inc. $150 million
  • Lion Biotechnologies, Inc $75 million

If you want a great landscape of accredited/angel investors, venture capital, and private equity funding in addition to IPOs, contact us about half day or two day strategy session about growth!  Here is a list of 70+ companies to watch!

We have some amazing advisors in Pharma and Medical Devices!


Here is some raw data based on Medical Device Industry that is on track to reach $3.5B in 2016!  Look for future IPOs (or lot of M&A deals)!

Medical Device Startups Advancing Patient Care
Company Select Investors Category
Via Surgical Benslie Investment Group, Orange Blossom Ventures General Surgery
Apollo Endosurgery PTV Sciences, H.I.G BioHealth Partners, Remeditex Ventures General Surgery
ZipLine Medical MVM Life Science Partners, Claremont Creek Ventures General Surgery
EndoGastric Solutions Advanced Technology Ventures, Canaan Partners, Chicago Growth Partners General Surgery
Medrobotics BlueTree Allied Angels, Eagle Ventures, Pittsburgh Life Sciences Greenghouse General Surgery
OmniGuide Surgical OrbiMed Advisors, Agronaut Private Equity, Electro Scientific Industries General Surgery
Gecko Biomedical BPI France, CapDecisif Management, CM-CIC Capital Finance General Surgery
Cambridge Medical Robotics ABB Technology Ventures, Cambridge Innovation Capital, Escala Capital General Surgery
USGI Medical Alta Partners, GE Capital, InterWest Partners General Surgery
SentreHeart Prospect Venture Partners, US Venture Partners, Vivo Capital General Surgery
Shockwave Medical Ally Bridge Group, Deerfield Management, Venrock Cardiovascular
Impulse Dynamics Dr. Peter Lee Ka Kit (angel investor) Cardiovascular
Silk Road Medical CRG, The Vertical Group, Warburg Pincus Cardiovascular
CardioKinetix Edwards Lifesciences Corporation, Lexington Partners, New Leaf Venture Partners Cardiovascular
Arstasis NEA, GDN Holdings, Johnson & Johnson Innovation Cardiovascular
BioVentrix Taglich Brothers, Double D Venture Fund Cardiovascular
VytronUS Apple Tree Partners, BioStar Ventures, NEA, Windham Venture Partners Cardiovascular
CardioFocus Accuitive Medical Ventures, Aurora Funds, SV Life Sciences Cardiovascular
LoneStar Heart Themes Investment Partners Cardiovascular
CVRx Action Potential Venture Capital, Gilde Healthcare Partners, Johnson & Johnson Innovation, NEA Cardiovascular
Intact Vascular H.I.G BioHealth Partners, NEA, Quaker BioVentures Cardiovascular
Mitralign Forbion Capital Partners, Oxford Bioscience Partners, Medtronic Cardiovascular
Ivantis Ascension Ventures, Delphi Ventures, NEA Opthalmology
Freedom Meditech Silicon Valley Bank, JumpStart Opthalmology
iScreen Vision Innova Memphis, MB Venture Partners Opthalmology
Retina Implant Max Reindl, Robert Drosten (angel investors) Opthalmology
TearScience De Novo Ventures, Essex Woodlands, General Catalyst Partners Opthalmology
ClarVista Medical Cycad Group, NEA, Windham Venture Partners Opthalmology
ReVision Optics Canaan Partners, Domain Associates, InterWest Partners Opthalmology
AcuFocus SV Life Sciences, Accuitive Medical Ventures, HealthCare Royalty Partners Opthalmology
Eye Tech Care Everpine Capital, Omnes Capital, Sham Innovation Sante Opthalmology
OrthoSensor Bridger Healthcare, Ziegler Meditech Equity Partners, Tullis Health Investors Orthopedics
Ceterix Orthopaedics 5AM Ventures, Versant Ventures, Novo Ventures Orthopedics
Benvenue Medical De Novo Ventures, Domain Associates, InterWest Partners, Versant Ventures Orthopedics
SpineWave NEA, Acadia Woods Partners, California Technology Ventures Orthopedics
Zyga Technology Domain Associates, MB Venture Partners, Versant Ventures Orthopedics
VertiFlex NEA, Aberdare Ventures, Alta Partners, Morgenthaler Ventures Orthopedics
Spinal Kinetics SV Life Sciences, Ascent Biomedical Ventures, De Novo Ventures Orthopedics
SI-BONE Arboretum Ventures, Montreux Equity Partners, OrbiMed Advisors Orthopedics
NeuroPace Kleiner Perkins Caufield & Byers, DAG Ventures, Domain Associates Neurology
eNeura Therapeutics Domain Associates, InterWest Partners, MedVenture Associates Neurology
NICO CHV Capital, Halo Group, River Cities Capital Fund Neurology
BrainScope Alafi Capital, Brain Trust Accelerator Fund, ZG Ventures Neurology
Monteris Medical BDC Healthcare Venture Fund, Birchview Capital Neurology
Claret Medical Easton Capital, Lightstone Ventures, Morgenthaler Ventures Neurology
Cerevast Therapeutics Genstar Capital Partners, Kearny Venture Partners Neurology
Neural Analytics JSR, MassChallenge, Tech Coast Angels Neurology
Neuros Medical BlueTree Allied Angels, Boston Scientific Corporation, Case Western Reserve University Neurology
ElMindA HealthCrest, Palisade Capital Management, Shanda Capital Neurology
Aleva Neurotherapeutics Banexi Ventures, BB Biotech Ventures, BioMedPartners Neurology
Pronova Solutions Undisclosed Oncology
Reflexion Medial Johnson & Johnson Innovation, Pfizer Venture Investments, Sofinnova Partners Oncology
Profound Medical BDC Healthcare Venture Fund, Genesys Capital, GMP Securities Oncology
Novian Health iNetworks, Qualifying Therapeutic Discovery Project Oncology
Michelson Diagnostics Catapult Venture Managers, Innovate UK, London Business Angels Oncology
Veran Medical Technologies 3G Capital Management, Versant Ventures, Dynamic Investments Oncology
Gamma Medica BDC Venture Capital, Hercules Capital, Psilos Group Oncology
Mevion Medical Systems Caxton Advantage Life Sciences Fund, CHL Medical Partners Oncology
Seno Medical Instruments Houston Angel Network, MedCare Investment Funds Oncology
Genalyte BioMed Ventures, Claremont Creek Ventures, Khosla Ventures Diagnostics
Somalogic Quest Diagnostics, Affentranger Associates, Novartis Diagnostics
LineaGen Research Commonwealth Capital Ventures, HealthQuest Capital, Kickstart Ventures Diagnostics
Biodesix AstraZeneca, Crabtree Ventures, CRG, Global Health Care Partners Diagnostics
Delphinus Medical Technologies Arboretum Ventures, North Coast Technology Investors Imaging
SonoCiné Undisclosed Imaging
Signostics Brandon Capital Partners, Kohlberg Kravis Roberts & Co, Playford Capital Imaging
VisionGate National Institutes of Health, Qualifying Therapeutic Discovery Project, Ridgetop Health Imaging
Ornim Medical Agate Medical Investments, GE Ventures, OrbiMed Advisors Patient Monitoring
OptiScan Biomedical Ascension Ventures, Brentwood Associates, MedVenture Associates Patient Monitoring
Intuity Medical Accuitive Medical Ventures, Emergent Medical Partners, Investor Growth Capital Patient Monitoring
Vital Connect Perceptive Advisors Patient Monitoring
EarlySense Bridge Investment Fund, ProSeed Venture Capital, Samsung Ventures Patient Monitoring

Happy Networking and Investing,

JD Morris

JD Morris

Investor Network by JD

Investor Network by JD



Deal Pipeline – 2016 -10 -11

Happy Tuesday!  We will be shooting video from La Costa Resort today and this is one of the best place to have a half day or two day strategy meeting.  We look forward to referrals for EBITDA companies or strategy session for any companies with great leaders!  We are all about growth and better when we can provide growth capital.


“Strength and growth come only through continuous effort and struggle.” – this is an easy one to guest!

“We find comfort among those who agree with us – growth among those who don’t.” – if you know who said this one, I will be impressed!


What are your networking goals!  Just remember to say hello to people and make an introduction.  I have made million dollar deals or just amazing contacts by saying hello!




Medical Devices still are amazing space!  Here is list of some companies that just won a pitch session at 4th annual Pediatric Surgical Innovation Symposium ($50k each):

  • Maternal Life, Palo Alto, Calif. – low-cost closed system that captures and administers colostrum to newborns with zero percent loss
  • JustRight Surgical, Louisville, Colo. – second generation surgical 5mm stapler scaled for a wider range of pediatric surgical procedures and bringing the benefits of laparoscopy to patients
  • Lully, San Francisco, Calif. – moisture sensor and Smart Pod monitor wirelessly connected to a smartphone app to prevent bed wetting episodes

Here is a list of recent exits top exits:

#1 Laborie Medical Technologies was acquired by Patricia Industries

#2 Advanced Accelerator Applications did an IPO

#3 ConforMISIPO4Topera Medical Acquired by Abbott Laboratories

#5 Glaukos IPO


We have access to recently funded and exits in most industries!  Let us do strategy session with key information for you.  Our Senior Executive Advisors team has played key roles in consolidation plays to major companies (e.g. McKesson) to wide range of early to consolidation plays.  When have even helped an international company in the animal medical device field.




We are happier to provide a clear view of your company and its paths.  However, this is a cool .JPEG with information!


DISCLIAMER: Please always check with the website of the company or investor as this information is from the Associated Press, Bloomberg, CB Insights, Forbes, Reuters, Wall Street Journal, or other 3rd party sources.

Here are some recent deals and our 40+ Senior Executive Advisors know many of the investors.  We look forward to half day or two day strategy session.

•  American Securities has agreed to acquire Chromaflo, an Ashtabula, Ohio-based maker of colorants and chemical dispersions, from Arsenal Capital Partners and Nordic Capital. No financial terms were disclosed for the deal, which is expected to close next month.

• Ashland Capital Partners has acquired Dedoes Industries, a Walled Lake, Michl.-based provider of equipment for the automotive refinish market, from Graycliff Partners. No financial terms were disclosed.

• Equistone Partners Europe has acquired a majority stake in United Initiators, a German producer of specialty chemical initiators, from Vision Capital and Speyside Equity. No financial terms were disclosed.

• First Reserve has agreed to acquire Gas Natural Inc. (NYSE MKT: EGAS), a Cleveland-based operator of local natural gas utilities serving around 68,000 customers in Maine, Montana, North Carolina and Ohio. The deal is valued at approximately $196 million, or $13.10 per share.

• Intelligent Medical Objects, a Northbrook, Ill.-based provider of medical terminology solutions for electronic health record systems, has raised an undisclosed amount of growth equity funding from Warburg Pincus.

• Precision Global, a New York-based portfolio company of Peak Rock Capital, has acquired Ralpet Plastics, an Australian manufacturer of injection and blow molded plastics products. No financial terms were disclosed.

• KKR and TowerBrook Capital Partners have agreed to invest a total of €250 million for a minority equity stake in OVH, a France-based provider of cloud infrastructure, telecom and web hosting services.


Easy referral is to our portfolio company for sale of any real estate asset (Residential, Commercial, Farm (we love Vineyards)).  The Morris Team has partners nationwide and partners are market leaders in their industry.

Amazing referrals are owner of an EBITDA business that needs an exit or growth capital.  Often we have an easy solutions.

Fun referral is any company that has a strong plan for rapid growth!  We always try to help!


JD Morris

+1 858-869-9483