Venture First is a boutique financial services group focused on empowering entrepreneurs. Our team has completed over 1,200 engagements, working closely with over 600 innovative companies and their investors in 60+ cities around the globe to provide them with the financial and strategic tools to be successful. Core focus areas include Equity & Derivative Valuation Services , Transaction Services and CFO Services. We have strong relationships with leading private equity groups and have a pristine audit record with all “Big Four” accounting firms, as well as experienced regional audit groups.
Venture First was established in 2009 and headquartered in Louisville, Kentucky. After working extensively with early and growth-stage companies as an investor, advisor, and operator, founder and CEO John Shumate identified a need for high-end valuation and analytics services at reasonable prices. With the belief that small companies operating on a shoestring budget deserve the same sophisticated financial services as their larger counterparts, John set out to develop a superior technology platform and analytical bench that could deliver Wall Street quality services at Midwest prices. The result is a specialty financial services firm that caters to high-growth venture-backed companies from Silicon Valley to Research Triangle Park and Kendall Square. By leveraging its proprietary set of rapid-fire analytical tools and combining a vast array of quality data, Venture First’s team delivers market-leading services at prices that accommodate most budgets.
Today, Venture First has professionals in Louisville, San Francisco, Richmond, and Miami and is an established presence in the market for early-stage financial services. The Company has added a talented entrepreneurial bullpen and regularly supports dozens of VCs and assists hundreds of growing ventures. John and the rest of the Venture First team continue to explore new ways to provide leading analytics and advisory services to its clients, while maintaining an accessible pricing level.